Filing status
- Accounts due
- 30 September 2027
- Last accounts
- 31 December 2025
- Conf. stmt due
- 13 July 2027
- Last conf. stmt
- 29 June 2026
Portfolio Advisory Limited
- Incorporated
- 15 April 2016 (10 years)
- Previously known as
- Ipsum Credit Advisory Limited (until 8 April 2022)This list may be incomplete. See all names on Companies House
- Industry
- Activities of credit bureaus (82912)
- Owned by
- Katie Louise Thornton DeesChristopher John Thornton Dees
- Accounts type
- Total exemption full
- Region
- East Midlands
- Address
- Da Vinci Suite Pera Business ParkNottingham RoadMelton MowbrayLE13 0PB
Officers
Not loaded yet. See them on Companies House
Ownership 2 active
People and entities with significant control, from the Companies House PSC register
Katie Louise Thornton Dees
Individual · Notified 8 April 2022
Owns 25–50% of shares
British
Born June 1977 (49)
Christopher John Thornton Dees
Individual · Notified 1 August 2016
Owns 50–75% of shares
British
Born March 1976 (50)
Former controllers (1)
8 April 2022
Ceased Ipsum Holdings Limited — Owns 25–50% of shares
Financials
Figures from 2024 accounts. Newer accounts, made up to 31 December 2025, are filed but not read yet. See them on Companies House
- Net Assets
- £108,493
- Cash
- £73,590
- Employees
- 2
- Debt Ratio
- 19%
- Current Ratio
- 5.2x
Trend
Net Assets
Balance sheet detail
| 2024 | 2023 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|
| Fixed Assets | £879 | £1,021 | £278 | £573 | |
| Current Assets | £133,255 | £66,843 | £50,212 | £57,641 | £86,544 |
| Debtors | £59,665 | £8,616 | £38,771 | £37,109 | £52,590 |
| Cash | £73,590 | £58,227 | £11,441 | £20,532 | £33,954 |
| Creditors (< 1 year) | £25,421 | £4,224 | £12,165 | £19,655 | £32,606 |
| Creditors (> 1 year) | £30,400 | ||||
| Net Current Assets | £107,834 | £62,619 | £38,047 | £37,986 | £53,938 |
| Net Assets | £108,493 | £63,446 | £7,647 | £38,211 | £54,402 |
| Shareholder Funds | £108,493 | £63,446 | £7,647 | £38,211 | £54,402 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 30 June 2026 | Confirmation statement with no updates | 29 June 2026 | ||
| 20 April 2026 | Director's details changed | |||
| 20 April 2026 | Director's details changed | |||
| 20 April 2026 | Change of details for a person with significant control | |||
| 20 April 2026 | Change of details for a person with significant control |
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