Portal Wealth Management Ltd.
10584693
Healthy
- Loss before tax (-10)
Details
Compliance
Accounts
Confirmation statement
Industry
Officers
director · Since 26/01/2017
FINANCIAL ADVISOR
BRITISH · ENGLAND · Age 68
Persons with Significant Control
Mr Julian Jan Julian Jan Szuminski
British · England · Age 68
65, Preston Road, Lytham St. Annes, FY8 5BN
Notified 26/01/2017
CompanyRankvs 14249+ SIC 64999 peers44
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How is this score calculated?
Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.
Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.
Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.
One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.
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
Turnover
£78k
Annual revenue
Net Worth
£7k
Balance sheet strength
Cash
£7k
Cash in the bank
Profit Before Tax
-£9k
Bottom line earnings
Net Current Assets
£7k
Working capital
Current Assets
£7k
Current Liabilities
—
Cost of Sales
£87k
Gross Profit
-£9k
Operating Profit
-£9k
Profit After Tax
-£9k
Balance Sheet
EstimatesDerived
| Year | Current Ratio | Implied Profit |
|---|---|---|
| 2025 | — | -£16k |
| 2023 | 7.04 | -£123 |
| 2022 | 7.90 | +£2k |
| 2021 | 5.05 | — |
Derived from filed accounts. Not audited figures.