Portbury Wealth Management Limited WOODFORD GREEN


Founded in 2016, Portbury Wealth Management, classified under reg no. 10491419 is an active company. Currently registered at 7 Johnston Road IG8 0XA, Woodford Green the company has been in the business for 8 years. Its financial year was closed on Sun, 31st Mar and its latest financial statement was filed on Thursday 31st March 2022.

The company has 5 directors, namely Jonathan C., James H. and Matthew C. and others. Of them, Coomarassen R., Stuart K. have been with the company the longest, being appointed on 22 November 2016 and Jonathan C. has been with the company for the least time - from 23 January 2023. As of 26 April 2024, our data shows no information about any ex officers on these positions.

Portbury Wealth Management Limited Address / Contact

Office Address 7 Johnston Road
Town Woodford Green
Post code IG8 0XA
Country of origin United Kingdom

Company Information / Profile

Registration Number 10491419
Date of Incorporation Tue, 22nd Nov 2016
Industry Activities auxiliary to financial intermediation n.e.c.
End of financial Year 31st March
Company age 8 years old
Account next due date Sun, 31st Dec 2023 (117 days after)
Account last made up date Thu, 31st Mar 2022
Next confirmation statement due date Tue, 5th Dec 2023 (2023-12-05)
Last confirmation statement dated Mon, 21st Nov 2022

Company staff

Jonathan C.

Position: Director

Appointed: 23 January 2023

James H.

Position: Director

Appointed: 14 March 2019

Matthew C.

Position: Director

Appointed: 14 March 2019

Coomarassen R.

Position: Director

Appointed: 22 November 2016

Stuart K.

Position: Director

Appointed: 22 November 2016

People with significant control

The list of persons with significant control that own or control the company consists of 5 names. As BizStats established, there is St. James’s Place Acquisition Services Limited from Cirencester, England. The abovementioned PSC is classified as "a limited company", has 25-50% voting rights and has 25-50% shares. The abovementioned PSC has 25-50% voting rights and has 25-50% shares. Another one in the PSC register is James H. This PSC owns 25-50% shares and has 25-50% voting rights. Moving on, there is Matthew C., who also meets the Companies House requirements to be categorised as a person with significant control. This PSC owns 25-50% shares and has 25-50% voting rights.

St. James’S Place Acquisition Services Limited

St. James's Place House Tetbury Road, Cirencester, GL7 1FP, England

Legal authority Companies Act 2006
Legal form Limited Company
Country registered England
Place registered Companies House
Registration number 07730835
Notified on 23 January 2023
Nature of control: 25-50% voting rights
25-50% shares

James H.

Notified on 22 November 2016
Ceased on 3 December 2019
Nature of control: 25-50% voting rights
25-50% shares

Matthew C.

Notified on 22 November 2016
Ceased on 3 December 2019
Nature of control: 25-50% voting rights
25-50% shares

Coomarassen R.

Notified on 22 November 2016
Ceased on 3 December 2019
Nature of control: 25-50% voting rights
25-50% shares

Stuart K.

Notified on 22 November 2016
Ceased on 3 December 2019
Nature of control: 25-50% voting rights
25-50% shares

Company filings

Filing category
Accounts Capital Confirmation statement Incorporation Mortgage Officers Persons with significant control Resolution
Total exemption full accounts record for the accounting period up to Friday 31st March 2023
filed on: 26th, February 2024
Free Download (11 pages)

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