Smart Portfolio Strategies started in year 2014 as Private Limited Company with registration number 09290272. The Smart Portfolio Strategies company has been functioning successfully for ten years now and its status is active - proposal to strike off. The firm's office is based in Bristol at The Garden Suite, 23 Westfield Park,. Postal code: BS6 6LT. Since November 19, 2015 Smart Portfolio Strategies Limited is no longer carrying the name R Squared Investment Strategies.
| Office Address | The Garden Suite, 23 Westfield Park, |
| Office Address2 | Redland, |
| Town | Bristol |
| Post code | BS6 6LT |
| Country of origin | United Kingdom |
| Registration Number | 09290272 |
| Date of Incorporation | Fri, 31st Oct 2014 |
| Industry | Risk and damage evaluation |
| End of financial Year | 30th June |
| Company age | 10 years old |
| Account next due date | Fri, 31st Mar 2023 (391 days after) |
| Account last made up date | Wed, 30th Jun 2021 |
| Next confirmation statement due date | Mon, 14th Nov 2022 (2022-11-14) |
| Last confirmation statement dated | Sun, 31st Oct 2021 |
Position: Secretary
Appointed: 19 February 2018
Position: Director
Appointed: 19 February 2018
The list of persons with significant control that own or have control over the company is made up of 2 names. As we found, there is Richard Y. The abovementioned PSC and has 25-50% shares. Another entity in the PSC register is Jason M. This PSC owns 50,01-75% shares.
Richard Y.
| Notified on | 27 February 2018 |
| Nature of control: |
25-50% shares |
Jason M.
| Notified on | 6 April 2016 |
| Nature of control: |
50,01-75% shares |
| R Squared Investment Strategies | November 19, 2015 |
| Profit & Loss | |||||
|---|---|---|---|---|---|
| Accounts Information Date | 2015-12-31 | 2016-12-31 | 2019-06-30 | 2020-06-30 | 2021-06-30 |
| Net Worth | 44 | -1 601 | |||
| Balance Sheet | |||||
| Cash Bank In Hand | 21 751 | ||||
| Cash Bank On Hand | 32 958 | 40 966 | 11 198 | ||
| Current Assets | 23 751 | 36 679 | 70 697 | 31 037 | |
| Debtors | 2 000 | 3 721 | 29 731 | 19 839 | |
| Other Debtors | 3 721 | 15 331 | 1 079 | ||
| Net Assets Liabilities | 1 286 | 6 962 | 6 841 | ||
| Net Assets Liabilities Including Pension Asset Liability | 44 | -1 601 | |||
| Reserves/Capital | |||||
| Called Up Share Capital | 100 | ||||
| Profit Loss Account Reserve | -56 | ||||
| Shareholder Funds | 44 | -1 601 | |||
| Other | |||||
| Average Number Employees During Period | 2 | 2 | 2 | ||
| Creditors | 1 601 | 35 393 | 50 000 | 92 000 | |
| Creditors Due Within One Year | 23 707 | 1 601 | |||
| Net Current Assets Liabilities | 44 | -1 601 | 1 286 | 56 962 | 13 841 |
| Number Shares Allotted | 100 | ||||
| Par Value Share | 1 | ||||
| Share Capital Allotted Called Up Paid | 100 | ||||
| Total Assets Less Current Liabilities | 44 | -1 601 | 1 286 | 56 962 | 98 841 |
| Trade Creditors Trade Payables | 1 601 | 35 393 | 12 061 | 13 967 | |
| Bank Borrowings Overdrafts | 50 000 | 50 000 | |||
| Intangible Assets | 85 000 | ||||
| Intangible Assets Gross Cost | 85 000 | ||||
| Other Creditors | 42 000 | ||||
| Other Taxation Social Security Payable | 1 674 | 3 229 | |||
| Total Additions Including From Business Combinations Intangible Assets | 85 000 | ||||
| Trade Debtors Trade Receivables | 14 400 | 18 760 | |||
| Type | Category | Free download | |
|---|---|---|---|
| TM01 |
Director's appointment was terminated on June 6, 2023 filed on: 8th, June 2023 |
officers | Free Download (1 page) |
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