Efficient Portfolio Wealth Management Limited in Oakham, LE15 6AY

Description

Data updated on: 01-11-2023

Registered as 07194008 14 years ago, Efficient Portfolio Wealth Management Limited is categorised as a Private Limited Company. The company's actual registration address is Portfolian House, 30 Melton Road Oakham. The enterprise's registered with SIC code 64999 and their NACE code stands for Financial intermediation not elsewhere classified. The company's most recent accounts describe the period up to 31st March 2022 and the most recent annual confirmation statement was submitted on 14th March 2023.

We have a single director at the moment running the following company, namely Charles R. who's been doing the director's assignments since 2010/03/18.

Executives with significant control over the firm are: Caryl R. owns 1/2 or less of company shares and has 1/2 or less of voting rights. Charles R. owns 1/2 or less of company shares and has 1/2 or less of voting rights.

Financial data based on annual reports

Profit & Loss
Date of Accounts	2011-03-31	2012-03-31	2013-03-31	2014-03-31	2015-03-30	2015-03-31	2016-03-31	2017-03-31	2018-03-31	2019-03-31	2020-03-31
Currency	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP
Net Worth	6 199	6 402	878

Balance Sheet
Cash Bank On Hand							60 122	78 400	80 529	29 620	73 742
Current Assets	10 000	28 685	67 704	117 720	142 571	142 571	147 626	160 262	283 045	181 789	110 426
Debtors		18 685	47 696	102 749	111 346	111 346	87 504	81 862	202 516	152 169	36 684
Net Assets Liabilities							72 021	125 003	250 833	208 362	282 104
Other Debtors							79 281	7 548	150 353	55 865	17 089
Property Plant Equipment									111 801	94 894	70 987
Cash Bank In Hand	10 000	10 000	20 008	14 971	31 225	31 225	60 122
Net Assets Liabilities Including Pension Asset Liability		6 402	878	11 923	69 716	69 716	72 021

Capital & Reserves
Called Up Share Capital	1 000	1 000	100	100	100	100	100
Profit Loss Account Reserve	5 199	5 402	778	11 823	69 616	69 616	71 921
Shareholder Funds	6 199	6 402	878

Other Financial Data
Accrued Liabilities Deferred Income									28 494	23 919
Accumulated Depreciation Impairment Property Plant Equipment									10 318	42 773	72 336
Additions Other Than Through Business Combinations Property Plant Equipment									122 119
Amounts Owed By Directors										9 953	9 751
Amounts Owed By Group Undertakings Participating Interests							8 223	74 314	52 163
Amounts Owed To Group Undertakings Participating Interests							39 731	52 405	72 525
Average Number Employees During Period									12	17	19
Balances Amounts Owed By Related Parties									-53	9 953	9 750
Corporation Tax Payable							24 214	5	24 784	29 850	39 767
Corporation Tax Recoverable											3 250
Creditors							75 605	115 259	204 013	177 127	71 873
Dividends Paid On Shares										150 500	165 000
Finance Lease Liabilities Present Value Total									60 929	7 386	7 386
Fixed Assets								80 000	171 801	268 500	282 315
Future Minimum Lease Payments Under Non-cancellable Operating Leases							100	100	100
Increase Decrease In Depreciation Impairment Property Plant Equipment										16 130	17 319
Increase From Depreciation Charge For Year Property Plant Equipment									10 318	32 455	29 563
Investments									60 000	173 606	211 328
Investments Fixed Assets								80 000	60 000	173 606	211 328
Investments In Other Entities Measured Fair Value										173 606	211 328
Net Current Assets Liabilities	6 199	6 402	2 978	11 923	69 716	69 716	72 021	45 003	79 032	4 662	38 553
Other Creditors							9 270	54 498	72 891	36 352	842
Other Remaining Borrowings									4 823	1 839	2 633
Other Taxation Social Security Payable								7 003	11 551	15 672	20 329
Prepayments Accrued Income									7 948	6 351	6 594
Property Plant Equipment Gross Cost									122 119	137 667	143 323
Total Additions Including From Business Combinations Property Plant Equipment										15 548	5 656
Total Assets Less Current Liabilities	6 199	6 402	2 978						250 833	254 527	320 868
Trade Creditors Trade Payables							2 390	1 348	541	744	916
Amount Paid Liability Incurred In Fulfilling Specific Guarantee Directors								-39 731	19 000
Amount Specific Advance Or Credit Directors		85				95 299	73 634	-49 787	-53
Amount Specific Advance Or Credit Made In Period Directors								276 478	138 371
Amount Specific Advance Or Credit Repaid In Period Directors								399 900	88 637
Maximum Liability Under Specific Guarantee Directors								19 000	20 000
Advances Credits Directors				49 753		95 299	73 634				9 750
Creditors Due Within One Year	3 801	22 283	64 726	105 797	72 855	72 855	75 605
Number Shares Allotted		1 000	100			100	100
Par Value Share		1	1			1	1
Share Capital Allotted Called Up Paid	1 000	1 000	100	100	100	100	100
Advances Credits Made In Period Directors						45 546	11 022
Advances Credits Repaid In Period Directors							32 687
Capital Employed				11 923	69 716	69 716	72 021
Accruals Deferred Income			2 100

Company staff

Charles R.

Role: Director

Appointed: 18 March 2010

Latest update: 30 March 2024

People with significant control

Caryl R.

Notified on 1 March 2018

Nature of control:

1/2 or less of voting rights

right to manage directors

1/2 or less of shares

Charles R.

Notified on 1 March 2018

Nature of control:

1/2 or less of voting rights

right to manage directors

1/2 or less of shares

Accounts Documents

Account next due date	31 December 2023
Account last made up date	31 March 2022
Confirmation statement next due date	28 March 2024
Confirmation statement last made up date	14 March 2023

Annual Accounts 2 October 2013
Start Date For Period Covered By Report	2012-04-01
End Date For Period Covered By Report	31 March 2012
Date Approval Accounts	2 October 2013
Annual Accounts 23 October 2015
Start Date For Period Covered By Report	2014-04-01
End Date For Period Covered By Report	31 March 2012
Date Approval Accounts	23 October 2015
Annual Accounts 5 December 2016
Start Date For Period Covered By Report	2015-04-01
End Date For Period Covered By Report	31 March 2012
Date Approval Accounts	5 December 2016
Annual Accounts
Start Date For Period Covered By Report	2016-04-01
End Date For Period Covered By Report	31 March 2012
Annual Accounts
Start Date For Period Covered By Report	2017-04-01
End Date For Period Covered By Report	31 March 2012
Annual Accounts
Start Date For Period Covered By Report	01 April 2018
End Date For Period Covered By Report	31 March 2012
Annual Accounts
Start Date For Period Covered By Report	01 April 2019
End Date For Period Covered By Report	31 March 2012
Annual Accounts
Start Date For Period Covered By Report	1 April 2020
End Date For Period Covered By Report	31 March 2012
Annual Accounts
Start Date For Period Covered By Report	1 April 2021
End Date For Period Covered By Report	31 March 2012
Annual Accounts
Start Date For Period Covered By Report	1 April 2022
End Date For Period Covered By Report	31 March 2012
Annual Accounts 17 December 2012
End Date For Period Covered By Report	31 March 2012
Date Approval Accounts	17 December 2012

Efficient Portfolio Wealth Management Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Charles R.

People with significant control

Caryl R.

Charles R.

Accounts Documents

Company filings

Filing category

Additional Information

HQ address,
2012

Address:

Post code:

City / Town:

Accountant/Auditor,
2012

Name:

Address:

Post code:

City / Town:

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Efficient Portfolio Wealth Management Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Charles R.

People with significant control

Caryl R.

Charles R.

Accounts Documents

Company filings

Filing category

Additional Information

HQ address, 2012

Address:

Post code:

City / Town:

Accountant/Auditor, 2012

Name:

Address:

Post code:

City / Town:

Search other companies

Services (by SIC Code)

Company Age

Similar companies nearby

Closest companies

HQ address,
2012

Accountant/Auditor,
2012