Filing status
- Accounts due
- 31 December 2026
- Last accounts
- 31 March 2025
- Conf. stmt due
- 5 December 2026
- Last conf. stmt
- 21 November 2025
Portbury Wealth Management Limited
- Incorporated
- 22 November 2016 (9 years)
- Industry
- Activities auxiliary to financial intermediation n.e.c. (66190)
- Accounts type
- Total exemption full
- Address
- 7 Johnston RoadWoodford GreenIG8 0XA
Charges
- Total
- 1
- Outstanding
- 0
- Part satisfied
- 0
- Satisfied
- 1
Officers
This list may be incomplete. See all officers on Companies House
Officer details are public data from the Companies House register.
Director · Appointed 23 January 2023
British
Born December 1982 (43)
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 23 January 2023
Owns 25–50% of shares
Holds 25–50% of voting rights
Limited Company
Reg. no. 07730835
Former controllers (4)
3 December 2019
Ceased Stuart James Knight — Owns 25–50% of shares
3 December 2019
Ceased Coomarassen Jason Rungasamy — Owns 25–50% of shares
3 December 2019
Ceased Matthew Terence Cureton — Owns 25–50% of shares
3 December 2019
Ceased James John Henwood — Owns 25–50% of shares
Group structure 38 shown
Ownership group derived from the Companies House PSC register
St. James's Place DFM Holdings Limited Owns 75–100% of shares
Rowan Dartington Holdings Limited Owns 75–100% of shares
St. James’s Place Investment Management Limited Owns 75–100% of shares
St. James's Place International Distribution Limited Owns 75–100% of shares
St. James's Place Investment Administration Limited Owns 75–100% of shares
St. James's Place UK PLC Owns 75–100% of shares
25-28 Old Burlington Street (No.1) Limited Owns 75–100% of shares
Water Lane (Management) Limited Owns 75–100% of shares (as a trust)
St. James's Place Unit Trust Group Limited Owns 75–100% of shares
St. James's Place Wealth Management Group Limited Owns 75–100% of shares
SJP Legacy Holdings Ltd Owns 75–100% of shares
St. James's Place Corporate Secretary Limited Owns 75–100% of shares
St. James's Place Nominees Limited Owns 75–100% of shares
St. James's Place Partnership Services Limited Owns 75–100% of shares
St.James's Place (PCP) Limited Owns 75–100% of shares
St.James's Place Management Services Limited Owns 75–100% of shares
Technical Connection Limited Owns 75–100% of shares
St. James's Place Wealth Management PLC Owns 75–100% of shares
Policy Services Limited Owns 75–100% of shares
Virtue Money Limited Owns 75–100% of shares
St. James's Place Acquisition Services Limited Owns 75–100% of shares
Cooper Associates Holdings Limited Has significant influence or control
Edwards Wealth Ltd Owns 75–100% of shares
Fortura Financial Partners Limited Owns 75–100% of shares
Future Proof Limited Owns 75–100% of shares
Ian Cockbain Wealth Management Limited Owns 75–100% of shares
Lewington Wealth Management Limited Owns 75–100% of shares
Linden House Financial Services Limited Owns 75–100% of shares
Ludian Financial Planning Limited Owns 75–100% of shares
Perennial Financial Management Limited Owns 75–100% of shares
PFP Wealth Group Ltd Owns 50–75% of shares
Portbury Wealth Management Limited This company Owns 25–50% of shares
Reflect Financial Limited Owns 75–100% of shares
The Eight Wealth Group Limited Owns 25–50% of shares
Tring Financial Management Limited Owns 75–100% of shares
Financials
Balance sheet as at 31 March 2025 · total exemption full accounts
- Net Assets
- £878,799
- Cash
- £282,411
- Employees
- 10
- Debt Ratio
- 33%
- Current Ratio
- 2.4x
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | |
|---|---|---|
| Fixed Assets | £435,828 | £540,961 |
| Current Assets | £871,081 | £890,851 |
| Debtors | £139,024 | £36,566 |
| Cash | £282,411 | £398,522 |
| Creditors (< 1 year) | £362,424 | £754,057 |
| Creditors (> 1 year) | £0 | £194,000 |
| Net Current Assets | £508,657 | £136,794 |
| Net Assets | £878,799 | £420,428 |
| Shareholder Funds | £878,799 | £420,428 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 12 December 2025 | Termination of appointment of a director | |||
| 4 December 2025 | Confirmation statement with updates | 21 November 2025 | ||
| 18 November 2025 | Total exemption full accounts | 31 March 2025 | ||
| 26 September 2025 | Other filing | |||
| 16 July 2025 | Satisfaction of a charge in full |
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