Filing status
- Accounts due
- 30 September 2027
- Last accounts
- 31 December 2025
- Conf. stmt due
- 6 August 2027
- Last conf. stmt
- 23 July 2026
Portal Financial Management Limited
- Incorporated
- 23 July 2007 (19 years)
- Industry
- Activities of insurance agents and brokers (66220)
- Directors
- Robin Peter Dodd
- Owned by
- Robin Peter Dodd
- Accounts type
- Micro entity
- Region
- Wales
- Address
- Banks HouseTy Isa RoadLlandudnoConwyLL30 2PL
Officers 2 active
Officer details are public data from the Companies House register.
Learmond, Alexander James
Secretary · Appointed 29 May 2025
Dodd, Robin Peter
Director · Appointed 23 July 2007
British
Born November 1965
Officer history (2 former)
29 May 2025
Appointed Learmond, Alexander James as Secretary
29 May 2025
Resigned Dodd, Robin Peter as Secretary
6 April 2017
Resigned Watton, Roy as Director
23 July 2007
Appointed Dodd, Robin Peter as Director
23 July 2007
Appointed Watton, Roy as Director
23 July 2007
Appointed Dodd, Robin Peter as Secretary
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Robin Peter Dodd
Individual · Notified 23 July 2016
Owns 75–100% of shares
Holds 75–100% of voting rights
British
Born November 1965
Former controllers (1)
6 April 2017
Ceased Roy Watton — Owns 25–50% of shares
Financials
Balance sheet as at 31 December 2025 · micro entity accounts
- Net Assets
- £506,717
- Employees
- 4
- Debt Ratio
- 15%
- Current Ratio
- 7.4x
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
| Fixed Assets | £3,499 | £1,026 | £40,471 | £55,473 | £76,667 | £38,207 | £25,852 |
| Current Assets | £593,680 | £489,097 | £475,375 | £464,416 | £388,684 | £301,111 | £249,090 |
| Creditors (< 1 year) | £80,574 | £65,738 | £68,241 | £73,416 | £67,827 | £51,457 | £44,674 |
| Creditors (> 1 year) | £0 | £10,393 | £5,866 | £0 | £724 | ||
| Net Current Assets | £513,106 | £423,359 | £407,134 | £391,000 | £320,857 | £249,654 | £204,416 |
| Net Assets | £506,717 | £419,104 | £435,583 | £426,530 | £379,985 | £274,785 | £222,540 |
| Shareholder Funds | £506,717 | £419,104 | £435,583 | £426,530 | £379,985 | £274,785 | £222,540 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 24 July 2026 | Confirmation statement with updates | 23 July 2026 | ||
| 13 March 2026 | Micro company accounts | 31 December 2025 | ||
| 24 July 2025 | Confirmation statement with no updates | 23 July 2025 | ||
| 29 May 2025 | Micro company accounts | 31 December 2024 | ||
| 29 May 2025 | Termination of appointment of a secretary |
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