Annual accounts
Total Exemption Full accounts
30/06/2027Filing deadline
Made up to 30/09/2025Due 30/06/2027
- Next accounts made up to
- 30/09/2026
- Last accounts made up to
- 30/09/2025
PORTLAND FINANCIAL PLANNING LIMITED
Active- 06377721Copy
Copy
Registry details
Reference data exactly as held at Companies House.
Copy registry details
- Registered office
- 95 Highfields, Shrewsbury, Shropshire SY2 5PJ
- Classification (SIC)
- Financial intermediation not elsewhere classified (64.99/9 - SIC 2007)
- Accounts type
- Total Exemption Full
Company activity
The 4 most recent documents filed at Companies House.
Pre-Score for UK companies is coming soon
- 09/12/2025View PDF (9 pages)
Total exemption full accounts made up to 2025-09-30
- 10/04/2025View PDF (4 pages)
Confirmation statement made on 2025-04-01 with updates
- 08/04/2025View PDF (2 pages)
Notification of Hannah Edwards as a person with significant control on 2024-06-13
- 26/03/2025View PDF (1 pages)
Resolutions
Coming soon
What Pre-Score will tell you
- Whether the filed accounts are strengthening or weakening year on year.
- Whether this company files on time, and how often its record changes.
- How its officers and controlling parties connect to other UK companies.
Accounts and confirmation statement
The two filings Companies House requires every year, and where each one stands against its deadline today.
On schedule
Confirmation statement
Confirms the registry record is up to date
- Next statement date
- 01/04/2026
- Last statement dated
- 30/09/2025
Financial performance
The latest figures PORTLAND FINANCIAL PLANNING LIMITED filed. Okredo holds filed accounts data for 2021–2025; the year-by-year record is on the financials page.
Net Assets
£83.40K2025
17.54%vs 20242024: £70.96K
Total Assets
£105.10K2025
2.10%vs 20242024: £102.94K
Cash in Bank
£76.31K2025
-16.06%vs 20242024: £90.90K
Total Liabilities
£21.70K2025
-32.15%vs 20242024: £31.99K
Employees
02025
0vs 20242024: 0
Of the 4 measures with an earlier filing to compare against, 2 rose and 2 fell. Cash in bank moved furthest, down 16.06% on 2024. See the full financial analysis for PORTLAND FINANCIAL PLANNING LIMITED.
The full financial record
Four ways through PORTLAND FINANCIAL PLANNING LIMITED's filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
Net Assets · +49.4% a year (CAGR)Three-year trend, 2023–2025Every measure end to end across 2023, 2024 and 2025, with the compound rate behind each one.See what moved5 chartsCharts by indicator5 filed indicators plotted year by year, 2021–2025.Plot the figuresNothing estimatedRatios from the filed figures4 ratios computed from this company's own reported amounts, each shown against the year it was derived from.Check the ratios5 × 5 yearsEvery figure by yearAll 5 measures Okredo tracks across 5 reported years, exactly as filed.Open the table
Employees
Headcount as reported to Companies House for 2021–2025.
| Year | Employees | Change |
|---|---|---|
| 2025 | 0 | 0 |
| 2024 | 0 | -5 |
| 2023 | 5 | 0 |
| 2022 | 5 | -1 |
| 2021 | 6 | – |
Reported employee count decreased from 6 in 2021 to 0 in 2025. See how headcount moved alongside the reported financials.
Credit report
It is a professional assessment of the company 's performance, revealing company's potential and risks, showing it's past experiences and revealing future prospects.
- Company potential
- Risk indicators
- Past performance
- Future prospects
Officers
4Directors, secretaries and other appointed officers, with the period each has served.
| Person | Role | Period | Connected companies |
|---|---|---|---|
| Director | 21/09/2007–Present | 0 | |
| Director | 21/09/2007–Present | 0 | |
| Director | 22/05/2023–Present | 0 | |
| Secretary | 21/09/2007–Present | 0 |
Persons with significant control
3Individuals or entities with significant control over the company, as declared to Companies House.
| Person | Period | Connected companies |
|---|---|---|
| 06/04/2016–Present | 0 | |
| 06/04/2016–Present | 0 | |
| 13/06/2024–Present | 0 |
Filing history and recent activity
Every document on the Companies House record, newest first.
- Filings on record
- 13 Since 05/04/2023
- Last 12 months
- 1 -5 vs the year before
- Most recent filing
- 09/12/2025 9 months ago
What changed in the last year
- Accounts filedLatest 09/12/2025
Filing timeline
- 09/12/2025View PDF (9 pages)
Total exemption full accounts made up to 2025-09-30
- 10/04/2025View PDF (4 pages)
Confirmation statement made on 2025-04-01 with updates
- 08/04/2025View PDF (2 pages)
Notification of Hannah Edwards as a person with significant control on 2024-06-13
- 26/03/2025View PDF (1 pages)
Resolutions
- 26/03/2025View PDF (2 pages)
Change of share class name or designation
- 25/03/2025View PDF (36 pages)
Memorandum and Articles of Association
- 06/11/2024View PDF (9 pages)
Total exemption full accounts made up to 2024-09-30
- 18/06/2024View PDF (2 pages)
Director's details changed for Mrs Hannah Edwards on 2023-09-06
- 09/04/2024View PDF (4 pages)
Confirmation statement made on 2024-04-01 with updates
- 20/12/2023View PDF (9 pages)
Total exemption full accounts made up to 2023-09-30
- 22/05/2023View PDF (2 pages)
Appointment of Mrs Hannah Edwards as a director on 2023-05-22
- 26/04/2023View PDF (10 pages)
Total exemption full accounts made up to 2022-09-30
Showing 12 of 13 filings
See when the next accounts and confirmation statement are due
Similar companies
487 UK companies are similar to PORTLAND FINANCIAL PLANNING LIMITED, sharing the same company status (Active), the same industry sector and activity group (Financial intermediation not elsewhere classified) and a comparable number of employees. The 5 closest matches are shown below to help you compare competitors and industry peers.
CHELTMED LIMITED
ActiveThe Wilson Health Centre, 236, Prestbury Road, Cheltenham, Gloucestershire GL52 3EY
- Activity
- Activities of other holding companies n.e.c.
- Company no.
- 11912519
- Incorporated
- 29/03/2019
- Employees
- 0
A & J WEALTH MANAGEMENT LIMITED
ActiveAfh House Buntsford Drive, Stoke Heath, Bromsgrove B60 4JE
- Activity
- Financial intermediation not elsewhere classified
- Company no.
- 05105933
- Incorporated
- 19/04/2004
- Employees
- 0
ENVESTIR LTD
Active168 Bath Street, Glasgow G2 4TP
- Activity
- Activities of other holding companies n.e.c.
- Company no.
- SC655311
- Incorporated
- 21/02/2020
- Employees
- 0
TWIGDEN ASSET MANAGEMENT LIMITED
ActiveProspect Place, 23 Osier Way, Olney MK46 5FP
- Activity
- Financial intermediation not elsewhere classified
- Company no.
- 04691087
- Incorporated
- 10/03/2003
- Employees
- 0
WESTCOURT GROUP LIMITED
Active2 Queen Street, Leeds LS1 2TW
- Activity
- Activities of other holding companies n.e.c.
- Company no.
- 02953424
- Incorporated
- 28/07/1994
- Employees
- 0
About PORTLAND FINANCIAL PLANNING LIMITED
A short description of the company, written from its Companies House record.
PORTLAND FINANCIAL PLANNING LIMITED is a private limited company registered in the United Kingdom, based in 95 Highfields, Shrewsbury, Shropshire SY2 5PJ. Companies House classifies its business as Financial intermediation not elsewhere classified. It has been on the register for 19 years.
The register currently records it as active. Its 2025 accounts report net assets of £83.40K and 0 employees.
PORTLAND FINANCIAL PLANNING LIMITED: frequently asked questions
Answered from this company's own registry record and filed figures.
What does PORTLAND FINANCIAL PLANNING LIMITED do?
Companies House records PORTLAND FINANCIAL PLANNING LIMITED under one registered business activity: Financial intermediation not elsewhere classified (64.99/9 - SIC 2007).
Is PORTLAND FINANCIAL PLANNING LIMITED still active?
PORTLAND FINANCIAL PLANNING LIMITED is recorded as active on the Companies House register, and has been on it since 21/09/2007.
What are PORTLAND FINANCIAL PLANNING LIMITED's latest reported financials?
The most recent accounts Okredo holds cover 2025 and report net assets of £83.40K, total assets of £105.10K, cash in bank of £76.31K and total liabilities of £21.70K.
When did PORTLAND FINANCIAL PLANNING LIMITED last file with Companies House?
The most recent document on the record is dated 09/12/2025: Total exemption full accounts made up to 2025-09-30, 9 months ago.
When are PORTLAND FINANCIAL PLANNING LIMITED's next filings due?
On the current registry record, accounts are due by 30/06/2027.
Who runs PORTLAND FINANCIAL PLANNING LIMITED?
Companies House lists 4 officers and 3 people with significant control.