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Portbury Wealth Management Limited

10491419

active
Private Limited Company
england wales
Companies House
Health Score
90 / 100

Healthy

30/30
Filing
20/30
Financial
40/40
Risk

No risk factors detected.

Details

7 JOHNSTON ROAD, WOODFORD GREEN, IG8 0XA
Incorporated 22/11/2016

Compliance

Last accounts

31/03/2025

total exemption full

Next accounts due

31/12/2026

On track

Confirmation statement

Last: 21/11/2025

Due 05/12/2026

On track

Industry

66190
Other activities auxiliary to financial services

Officers

Mr Stuart James Knight

director · Since 22/11/2016

FINANCIAL INTERMEDIARY

BRITISH · UNITED KINGDOM · Age 53

Mr Coomarassen Jason Rungasamy

director · Since 22/11/2016

FINANCIAL INTERMEDIARY

BRITISH · ENGLAND · Age 56

Also on 2 other boards

Mr James John Henwood

director · Since 14/03/2019

COO

BRITISH · ENGLAND · Age 49

Mr Jonathan Peter Claridge

director · Since 23/01/2023

CHARTERED ACCOUNTANT

BRITISH · UNITED KINGDOM · Age 43

Also on 8 other boards

Persons with Significant Control

St. James’S Place Acquisition Services Limited

25–50% shares
25–50% votes

St. James's Place House, Tetbury Road, Cirencester, GL7 1FP

Reg: 07730835 · Companies House · Limited Company

Notified 23/01/2023

Former PSCs

Mr Stuart James Knight

Ceased 03/12/2019

Mr Coomarassen Jason Rungasamy

Ceased 03/12/2019

Mr Matthew Terence Cureton

Ceased 03/12/2019

Mr James John Henwood

Ceased 03/12/2019

Charges0 outstanding

Charge
satisfied

METRO BANK PLC

Created 01/08/2019Registered 01/08/2019Satisfied 16/07/2025

CompanyRankvs 402+ SIC 66190 peers
83

Financial strength95th percentile among SIC peers · 24/25
Employees96th percentile among SIC peers · 14/15
LiquidityCurrent ratio 2.4× · 20/20
Longevity10 years trading (max 15) · 10/15
Filing complianceAll filings up to date · 15/15
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How is this score calculated?
Financial strength24/25 pts

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

Employees14/15 pts

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

Liquidity20/20 pts

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

Longevity10/15 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

£879k

Balance sheet strength

Cash

£282k

Cash in the bank

Net Current Assets

£509k

Working capital

Current Assets

£871k

Current Liabilities

£362k

Fixed Assets

£436k

Debtors

£139k

10avg. employees+2

Balance Sheet

Intangible assets£429k
Assets less current liabilities£944k
Prepared with CCH Software

EstimatesDerived

YearCurrent RatioImplied Profit
20252.40+£458k
20241.18

Derived from filed accounts. Not audited figures.