Annual accounts
Total Exemption Full accounts
31/12/2026Filing deadline
Made up to 31/03/2025Due 31/12/2026
- Next accounts made up to
- 31/03/2026
- Last accounts made up to
- 31/03/2025
PORTLAND WEALTH MANAGEMENT LIMITED
Active- 07101403Copy
Copy
Registry details
Reference data exactly as held at Companies House.
Copy registry details
- Registered office
- Sophia House, 28 Cathedral Road, Cardiff CF11 9LJ
- Classification (SIC)
- Activities of insurance agents and brokers (66.22 - 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
- 23/12/2025View PDF (9 pages)
Total exemption full accounts made up to 2025-03-31
- 18/12/2025View PDF (3 pages)
Confirmation statement made on 2025-12-10 with no updates
- 01/07/2025View PDF (1 pages)
Registered office address changed from 38 Cathedral Road Cardiff Glamorgan CF11 9LL Wales to Sophia House 28 Cathedral Road Cardiff CF11 9LJ on 2025-07-01
- 01/07/2025View PDF (2 pages)
Director's details changed for Mr Christian Paul Sylvester on 2025-07-01
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
- 10/12/2026
- Last statement dated
- 31/03/2025
Financial performance
The latest figures PORTLAND WEALTH MANAGEMENT LIMITED filed. Okredo holds filed accounts data for 2021–2025; the year-by-year record is on the financials page.
Net Assets
£70.40K2025
-3.23%vs 20242024: £72.75K
Total Assets
£164.00K2025
3.27%vs 20242024: £158.80K
Cash in Bank
£136.82K2025
7.98%vs 20242024: £126.71K
Total Liabilities
£93.60K2025
8.77%vs 20242024: £86.05K
Employees
52025
-1vs 20242024: 6
Of the 4 measures with an earlier filing to compare against, 3 rose and 1 fell. Cash in bank moved furthest, up 7.98% on 2024. See the full financial analysis for PORTLAND WEALTH MANAGEMENT LIMITED.
The full financial record
Four ways through PORTLAND WEALTH MANAGEMENT LIMITED's filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
Net Assets · -8.7% 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 | 5 | -1 |
| 2024 | 6 | 0 |
| 2023 | 6 | 0 |
| 2022 | 6 | -1 |
| 2021 | 7 | – |
Reported employee count decreased from 7 in 2021 to 5 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 | 10/12/2009–16/03/2021 | 5 | |
| Director | 30/10/2018–28/09/2022 | 2 | |
| Director | 30/10/2018–Present | 2 | |
| Director | 29/05/2019–Present | 0 |
Persons with significant control
4Individuals or entities with significant control over the company, as declared to Companies House.
| Person | Period | Connected companies |
|---|---|---|
| 06/04/2016–17/01/2020 | 5 | |
| 17/01/2020–Present | 2 | |
| 17/01/2020–Present | 0 | |
| 17/01/2020–01/07/2025 | 0 |
Filing history and recent activity
Every document on the Companies House record, newest first.
- Filings on record
- 13 Since 19/12/2022
- Last 12 months
- 2 -5 vs the year before
- Most recent filing
- 23/12/2025 9 months ago
What changed in the last year
- Accounts filedLatest 23/12/2025
- Confirmation statementLatest 18/12/2025
Filing timeline
- 23/12/2025View PDF (9 pages)
Total exemption full accounts made up to 2025-03-31
- 18/12/2025View PDF (3 pages)
Confirmation statement made on 2025-12-10 with no updates
- 01/07/2025View PDF (1 pages)
Registered office address changed from 38 Cathedral Road Cardiff Glamorgan CF11 9LL Wales to Sophia House 28 Cathedral Road Cardiff CF11 9LJ on 2025-07-01
- 01/07/2025View PDF (2 pages)
Director's details changed for Mr Christian Paul Sylvester on 2025-07-01
- 01/07/2025View PDF (2 pages)
Director's details changed for Ms Amanda Jane Corker on 2025-07-01
- 01/07/2025View PDF (2 pages)
Change of details for Ms Amanda Jane Corker as a person with significant control on 2025-07-01
- 01/07/2025View PDF (1 pages)
Cessation of Christian Paul Sylvester as a person with significant control on 2025-07-01
- 19/12/2024View PDF (9 pages)
Total exemption full accounts made up to 2024-03-31
- 11/12/2024View PDF (3 pages)
Confirmation statement made on 2024-12-10 with no updates
- 20/12/2023View PDF (3 pages)
Confirmation statement made on 2023-12-10 with no updates
- 19/12/2023View PDF (9 pages)
Total exemption full accounts made up to 2023-03-31
- 19/12/2022View PDF (10 pages)
Total exemption full accounts made up to 2022-03-31
Showing 12 of 13 filings
See when the next accounts and confirmation statement are due
Similar companies
221 UK companies are similar to PORTLAND WEALTH MANAGEMENT LIMITED, sharing the same company status (Active), the same industry sector and activity group (Activities of insurance agents and brokers) and a comparable number of employees. The 5 closest matches are shown below to help you compare competitors and industry peers.
PROSPERITY FINANCIAL MANAGEMENT LIMITED
Active195 High Street, Northallerton, North Yorkshire DL7 8LF
- Activity
- Activities of insurance agents and brokers
- Company no.
- 04703113
- Incorporated
- 19/03/2003
- Employees
- 6
BLUEGLEN INVESTMENT PARTNERS LIMITED
Active9 Stratford Place, London W1C 1AZ
- Activity
- Fund management activities
- Company no.
- 10494530
- Incorporated
- 24/11/2016
- Employees
- 6
4WEALTH LIMITED
Active361 Rayleigh Road, Leigh-On-Sea, Essex SS9 5PS
- Activity
- Other activities auxiliary to insurance and pension funding
- Company no.
- 04668130
- Incorporated
- 17/02/2003
- Employees
- 6
ACTIVE MORTGAGE SERVICES LIMITED
Active3 Highcliff View, Westgate, Guisborough, Cleveland TS14 6AY
- Activity
- Activities auxiliary to financial intermediation n.e.c.
- Company no.
- 04600469
- Incorporated
- 26/11/2002
- Employees
- 6
LIBERTY WEALTH MANAGEMENT LIMITED
Active47b High Street, Ongar, Essex CM5 9DT
- Activity
- Activities of insurance agents and brokers
- Company no.
- 03783537
- Incorporated
- 07/06/1999
- Employees
- 6
About PORTLAND WEALTH MANAGEMENT LIMITED
A short description of the company, written from its Companies House record.
PORTLAND WEALTH MANAGEMENT LIMITED is a private limited company registered in the United Kingdom, based in Sophia House, 28 Cathedral Road, Cardiff CF11 9LJ. Companies House classifies its business as Activities of insurance agents and brokers. It has been on the register for 16 years 9 months.
The register currently records it as active. Its 2025 accounts report net assets of £70.40K and 5 employees.
PORTLAND WEALTH MANAGEMENT LIMITED: frequently asked questions
Answered from this company's own registry record and filed figures.
What does PORTLAND WEALTH MANAGEMENT LIMITED do?
Companies House records PORTLAND WEALTH MANAGEMENT LIMITED under one registered business activity: Activities of insurance agents and brokers (66.22 - SIC 2007).
Is PORTLAND WEALTH MANAGEMENT LIMITED still active?
PORTLAND WEALTH MANAGEMENT LIMITED is recorded as active on the Companies House register, and has been on it since 10/12/2009.
What are PORTLAND WEALTH MANAGEMENT LIMITED's latest reported financials?
The most recent accounts Okredo holds cover 2025 and report net assets of £70.40K, total assets of £164.00K, cash in bank of £136.82K and total liabilities of £93.60K.
When did PORTLAND WEALTH MANAGEMENT LIMITED last file with Companies House?
The most recent document on the record is dated 23/12/2025: Total exemption full accounts made up to 2025-03-31, 9 months ago.
When are PORTLAND WEALTH MANAGEMENT LIMITED's next filings due?
On the current registry record, accounts are due by 31/12/2026.
Who runs PORTLAND WEALTH MANAGEMENT LIMITED?
Companies House lists 4 officers (2 currently in post) and 4 people with significant control (2 current).