Pinnacle Portfolio Management LLP

Dissolved 12 May 2026OC357387 Limited liability partnership
Incorporated
25 August 2010
Industry
None Supplied (None Supplied)
Accounts type
Small
Region
South East
Address
Ground Floor Reading Bridge House
George Street
Reading
RG1 8LS

Filing status

Last accounts
31 December 2023
Last conf. stmt
20 August 2025

Officers 2 at dissolution

Officer details are public data from the Companies House register.

Ethos Investment Solutions (Holdings) Ltd
Corporate LLP Designated Member · Appointed 2 October 2023
Investment Solutions Wealth Management Limited
Corporate LLP Designated Member · Appointed 25 August 2010
Officer history (6 former)
2 October 2023
Resigned Mason, Elise Ruth as LLP Designated Member
2 October 2023
Resigned Nestor, Christine Dawn as LLP Designated Member
2 October 2023
Appointed Ethos Investment Solutions (Holdings) Ltd as Corporate LLP Designated Member
29 April 2015
Appointed Nestor, Christine Dawn as LLP Designated Member
31 August 2014
Resigned Ennis, Jerome Charles Finucane as LLP Designated Member
1 February 2011
Appointed Mason, Elise Ruth as LLP Designated Member
1 February 2011
Appointed Ennis, Jerome Charles Finucane as LLP Designated Member
1 February 2011
Resigned Parsons, Timothy Leslie as LLP Designated Member
25 August 2010
Appointed Investment Solutions Wealth Management Limited as Corporate LLP Designated Member
25 August 2010
Appointed Woodberry Directors Limited as Corporate LLP Designated Member
25 August 2010
Resigned Woodberry Directors Limited as Corporate LLP Designated Member
25 August 2010
Appointed Woodberry Secretarial Limited as Corporate LLP Designated Member
25 August 2010
Resigned Woodberry Secretarial Limited as Corporate LLP Designated Member
25 August 2010
Appointed Parsons, Timothy Leslie as LLP Designated Member

Ownership 2 at dissolution

People and entities with significant control, from the Companies House PSC register

Corporate entity · Notified 2 October 2023
Holds 25–50% of voting rights
Right to 25–50% of surplus assets
Private Limited Company
Reg. no. 07333558
Corporate entity · Notified 2 October 2023
Holds 25–50% of voting rights
Right to 25–50% of surplus assets
Private Limited Company
Reg. no. 12313680
Former controllers (1)
2 October 2023
Ceased Ivan David Lyons — Has significant influence or control

Group structure 14 companies

Ownership group derived from the Companies House PSC register

Ascot Lloyd Limited Owns 75–100% of shares
Roundhill Investment Solutions LLP Status not confirmedRight to 75–100% of surplus assets
CPL Bidco Limited Owns 75–100% of shares
Gee & Watson Wealth Management Limited DissolvedOwns 75–100% of shares
Investment Solutions Wealth Management Limited Proposed for strike-offOwns 75–100% of shares
Pinnacle Portfolio Management LLP This company Status not confirmedHolds 25–50% of voting rights
Montage Portfolio Management Ltd Status not confirmedOwns 75–100% of shares
Morgan Holdings Investment Solutions Limited Proposed for strike-offOwns 75–100% of shares
Portfolio Financial Consultancy Ltd. Status not confirmedOwns 75–100% of shares
A.W.Dallas Financial Services Limited In liquidationOwns 75–100% of shares
Regency House Wealth Management Group Limited Proposed for strike-offOwns 75–100% of shares
Cowgills Wealth Limited DissolvedOwns 75–100% of shares

Financials

Trend

Employees
0 1 2019 2020 2021 2022 0 0 0 0
Balance sheet detail
2022202120202019

Filings

Recent filings only. See the full history on Companies House

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