Portland Wealth Management Limited

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Portland Wealth Management Limited

07101403Private Limited With Share Capital

Sophia House 28 Cathedral Road, Cardiff, CF119LJ
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

Board of Directors

2

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

Sophia House, 28 Cathedral Road, Cardiff, CF119LJRegistered
38 Cathedral Road, Cardiff, South Glamorgan, CF119LL

Contact

02921660988
portlandwm.com
Sophia House 28 Cathedral Road, Cardiff, CF119LJ