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Portland Wealth Management Limited

07101403

active
Private Limited Company
england wales
Companies House
Health Score
80 / 100

Healthy

30/30
Filing
10/30
Financial
40/40
Risk
  • Current liabilities exceed current assets (-10)

Details

SOPHIA HOUSE, CARDIFF, CF11 9LJ
Incorporated 10/12/2009

Compliance

Last accounts

31/03/2025

total exemption full

Next accounts due

31/12/2026

On track

Confirmation statement

Last: 10/12/2025

Due 24/12/2026

On track

Industry

66220
Activities of insurance agents and brokers

Officers

Ms Amanda Jane Corker

director · Since 30/10/2018

DIRECTOR

BRITISH · UNITED KINGDOM · Age 55

Mr Christian Paul Sylvester

director · Since 29/05/2019

DIRECTOR

BRITISH · UNITED KINGDOM · Age 48

Persons with Significant Control

Ms Amanda Jane Corker

25–50% shares
25–50% votes

British · United Kingdom · Age 55

Sophia House, 28 Cathedral Road, Cardiff, CF11 9LJ

Notified 17/01/2020

Former PSCs

Mr Christopher John Hughes

Ceased 17/01/2020

Mr Christian Paul Sylvester

Ceased 01/07/2025

CompanyRankvs 1123+ SIC 66220 peers
77

Financial strength75th percentile among SIC peers · 19/25
Employees83th percentile among SIC peers · 12/15
LiquidityCurrent ratio 1.73× · 16/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
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How is this score calculated?
Financial strength19/25 pts

Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.

Employees12/15 pts

Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.

Liquidity16/20 pts

Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.

Longevity15/15 pts

One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.

Filing compliance15/15 pts

Full 15 points when both annual accounts and confirmation statement are filed on time. Points are deducted for each overdue filing.

Maximum score is 100. Deductions apply for insolvency history, outstanding charges, going concern doubt, or disqualified officers.

Key FinancialsYear ending 31/03/2025

Net Worth

£70k

Balance sheet strength

Cash

£137k

Cash in the bank

Net Current Assets

£67k

Working capital

Current Assets

£160k

Current Liabilities

£93k

Fixed Assets

£4k

Debtors

£23k

5avg. employees-1

Tax at Year End

Corp tax£74k

Director Loans(2022)

Company owes directors£10k

Balance Sheet

Assets less current liabilities£71k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20251.73-£2k
20241.80-£12k
20232.10+£7k
20221.84+£88k
20211.45-£23k
20201.54-£4k
20191.63

Derived from filed accounts. Not audited figures.