Filing status
- Accounts due
- 31 December 2026
- Last accounts
- 31 March 2025
- Conf. stmt due
- 3 March 2027
- Last conf. stmt
- 17 February 2026
Davidsons Portfolio Management Ltd
- Incorporated
- 9 October 2017 (9 years)
- Industry
- Activities auxiliary to financial intermediation n.e.c. (66190)
- Owned by
- Accounts type
- Full
- Region
- South East
- Address
- 18 Hart StreetHenley-On-ThamesRG9 2AU
Officers 2 active
Officer details are public data from the Companies House register.
Director · Appointed 12 August 2021
British
Born May 1957 (69)
Director · Appointed 12 August 2021
British
Born February 1966 (60)
Officer history (2 former)
12 August 2021
12 August 2021
12 August 2021
12 August 2021
9 October 2017
9 October 2017
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 9 October 2017
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Companies Act 2006
Reg. no. 10947286
Former controllers (1)
4 June 2018
Ceased The Davidson Group Limited — Owns 75–100% of shares
Group structure 9 companies
Ownership group derived from the Companies House PSC register
Brunswick Investment Management Limited Owns 75–100% of shares
Courtiers Investment Services Limited Owns 75–100% of shares
Paragon Financial Planning Ltd Owns 75–100% of shares
SDB Strategic Planners Limited Owns 75–100% of shares
Snowdon Financial Limited Owns 75–100% of shares
The Davidson Group Limited Owns 75–100% of shares
Davidsons Independent Financial Advisers Limited Owns 75–100% of shares
Davidsons Portfolio Management Ltd This company Owns 75–100% of shares
Financials
Balance sheet as at 31 March 2025 · full accounts
- Net Assets
- £376,536
- Cash
- £157,390
- Turnover
- £49,952
- Profit Before Tax
- £48,332
- Employees
- 2
- Current Ratio
- 2.5x
- Profit Margin
- 97%
- Return on Equity
- 13%
Balance sheet detail
| 2025 | |
|---|---|
| Current Assets | £626,556 |
| Cash | £157,390 |
| Creditors (< 1 year) | £250,020 |
| Net Current Assets | £376,536 |
| Net Assets | £376,536 |
| Shareholder Funds | £376,536 |
| Turnover | £49,952 |
| Gross Profit | £49,952 |
| Admin Expenses | £1,620 |
| Operating Profit | £48,332 |
| Profit Before Tax | £48,332 |
| Tax | (£246) |
| Profit for Period | £48,578 |
Filings 37
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 31 March 2026 | Full accounts | 31 March 2025 | ||
| 25 March 2026 | Replacement filing for the appointment of a director | |||
| 25 March 2026 | Confirmation statement with updates | 17 February 2026 | ||
| 17 February 2025 | Confirmation statement with no updates | 17 February 2025 | ||
| 3 January 2025 | Full accounts | 31 March 2024 |
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