Portland Wealth Management Limited
Company Profile
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MicroPortland Wealth Management Limited
07101403•Private Limited With Share Capital
Sophia House 28 Cathedral Road, Cardiff, CF119LJ
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Incorporated
10/12/2009
Company Age
16 years
Directors
2
Employees
5
SIC Code
66220
Risk
low risk
Company Overview
Registration, classification & business activity
Portland Wealth Management Limited (07101403) is a private limited with share capital incorporated on 10/12/2009 (16 years old) and registered in cardiff, CF119LJ. The company operates under SIC code 66220 - activities of insurance agents and brokers.
Portland wealth management is a firm of independent financial planners. our team works with personal and corporate clients throughout the region and the uk, providing independent advice and recommendations. as a client we work closely with you, and where appropriate, your accountant and solicitor to...
Private Limited With Share Capital
SIC: 66220
Micro
Incorporated 10/12/2009
CF119LJ
5 employees
Financial Overview
Total Assets
£164.0K
Liabilities
£93.6K
Net Assets
£70.4K
Est. Turnover
£769.5K
AI Estimated
Unreported
Cash
£136.8K
Key Metrics
5
Employees
2
Directors
3
Shareholders
1
CCJs
Filed Documents
61
Document Name
Category
Date
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:23-12-2025
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:18-12-2025
Cessation Of A Person With Significant Control
Category:Persons With Significant Control
Date:01-07-2025
Change To A Person With Significant Control
Category:Persons With Significant Control
Date:01-07-2025
Change Person Director Company With Change Date
Category:Officers
Date:01-07-2025
Change Person Director Company With Change Date
Category:Officers
Date:01-07-2025
Change Registered Office Address Company With Date Old Address New Address
Category:Address
Date:01-07-2025
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:19-12-2024
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:11-12-2024
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:20-12-2023
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:19-12-2023
Confirmation Statement With Updates
Category:Confirmation Statement
Date:19-12-2022
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:19-12-2022
Termination Director Company With Name Termination Date
Category:Officers
Date:29-09-2022
Capital Name Of Class Of Shares
Category:Capital
Date:14-09-2022
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:28-02-2022
Confirmation Statement With Updates
Category:Confirmation Statement
Date:20-12-2021
Termination Director Company With Name Termination Date
Category:Officers
Date:07-04-2021
Confirmation Statement With Updates
Category:Confirmation Statement
Date:10-12-2020
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:04-12-2020
Change To A Person With Significant Control
Category:Persons With Significant Control
Date:26-11-2020
Change To A Person With Significant Control
Category:Persons With Significant Control
Date:26-11-2020
Change Person Director Company With Change Date
Category:Officers
Date:26-11-2020
Change Person Director Company With Change Date
Category:Officers
Date:26-11-2020
Change Person Director Company With Change Date
Category:Officers
Date:26-11-2020
Change Registered Office Address Company With Date Old Address New Address
Category:Address
Date:25-11-2020
Notification Of A Person With Significant Control
Category:Persons With Significant Control
Date:12-05-2020
Cessation Of A Person With Significant Control
Category:Persons With Significant Control
Date:12-05-2020
Notification Of A Person With Significant Control
Category:Persons With Significant Control
Date:12-05-2020
Capital Allotment Shares
Category:Capital
Date:12-05-2020
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:10-12-2019
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:09-10-2019
Change Person Director Company With Change Date
Category:Officers
Date:29-05-2019
Appoint Person Director Company With Name Date
Category:Officers
Date:29-05-2019
Change Person Director Company With Change Date
Category:Officers
Date:17-12-2018
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:10-12-2018
Appoint Person Director Company With Name Date
Category:Officers
Date:30-11-2018
Appoint Person Director Company With Name Date
Category:Officers
Date:30-11-2018
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:31-08-2018
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:25-01-2018
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:11-12-2017
Change Registered Office Address Company With Date Old Address New Address
Category:Address
Date:09-03-2017
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:23-12-2016
Confirmation Statement With Updates
Category:Confirmation Statement
Date:16-12-2016
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:10-01-2016
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:21-12-2015
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:18-12-2014
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:18-12-2014
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:11-07-2014
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:18-06-2014
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:08-01-2014
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:08-01-2014
Gazette Filings Brought Up To Date
Category:Gazette
Date:14-05-2013
Gazette Notice Compulsary
Category:Gazette
Date:23-04-2013
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:16-01-2012
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:09-09-2011
Change Account Reference Date Company Previous Extended
Category:Accounts
Date:27-04-2011
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:27-04-2011
Gazette Filings Brought Up To Date
Category:Gazette
Date:20-04-2011
Gazette Notice Compulsary
Category:Gazette
Date:19-04-2011
Incorporation Company
Category:Incorporation
Date:10-12-2009
Risk Assessment
low risk
International Score
Future Factor
excellent
Performance Rating
Accounts
Typetotal exemption full
Due Date31/12/2026
Filing Date23/12/2025
Latest Accounts31/03/2025
Trading Addresses
38 Cathedral Road, Cardiff, South Glamorgan, CF119LL
Sophia House, 28 Cathedral Road, Cardiff, CF119LJRegistered