Portfolio Advisory Limited in Melton Mowbray, LE13 0PB

Description

Data updated on: 01-11-2023

Portfolio Advisory Limited could be reached at Da Vinci Suite Pera Business Park, Nottingham Road in Melton Mowbray. The firm area code is LE13 0PB. Portfolio Advisory has been present on the British market since the firm was started on 2016-04-15. The firm reg. no. is 10126057. It 's been 2 years that Portfolio Advisory Limited is no longer featured under the name Ipsum Credit Advisory. This enterprise's Standard Industrial Classification Code is 82912 which stands for Activities of credit bureaus. December 31, 2022 is the last time when company accounts were filed.

From the data we have gathered, the following firm was built eight years ago and has been presided over by three directors, and out of them two (Katie T. and Christopher T.) are still active.

Executives who control the firm include: Katie T. owns 1/2 or less of company shares. Christopher T. owns over 1/2 to 3/4 of company shares .

Previous company's names
Portfolio Advisory Limited 2022-04-08
Ipsum Credit Advisory Limited 2016-04-15

Financial data based on annual reports

Profit & Loss
Date of Accounts	2016-12-31	2017-12-31	2018-12-31	2019-12-31	2020-12-31	2021-12-31	2022-12-31
Currency

Balance Sheet
Cash Bank On Hand	65	22 290	124 403	33 954	20 532	11 441	1 516
Current Assets	9 582	64 684	168 458	86 544	57 641	50 212	319 032
Debtors	9 517	42 394	44 055	52 590	37 109	38 771	317 516
Net Assets Liabilities	-3 249	39 159	123 329	54 402	38 211	7 647	154 928
Other Debtors	9 517	41 505	44 045	52 590	37 109	38 771	120
Property Plant Equipment		1 633	829	573	278

Other Financial Data
Accumulated Depreciation Impairment Property Plant Equipment		804	1 608	2 683	2 978	3 256	1 726
Additions Other Than Through Business Combinations Property Plant Equipment		2 437		819
Amounts Owed By Related Parties		10	10
Amounts Owed To Related Parties	10 660	2 565	2 565	2 565	2 565
Average Number Employees During Period	1	2	2	2	2	2	2
Bank Borrowings						30 400
Creditors	12 831	26 848	45 800	32 606	19 655	30 400	164 104
Increase From Depreciation Charge For Year Property Plant Equipment		804	804	1 075	295	278
Net Current Assets Liabilities	-3 249	37 836	122 658	53 938	37 986	38 047	154 928
Nominal Value Allotted Share Capital			100	100	100	100
Number Shares Issued Fully Paid	100	100	100	100	100	100	49
Other Creditors	1 000	1 315	43 140	29 946	16 633	4 470
Par Value Share	1	1	1	1	1	1	1
Property Plant Equipment Gross Cost		2 437	2 437	3 256	3 256	3 256	1 726
Provisions For Liabilities Balance Sheet Subtotal		310	158	109	53
Taxation Social Security Payable	1 171	19 951	41 515
Total Assets Less Current Liabilities	-3 249	39 469	123 487	54 511	38 264	38 047	154 928
Total Borrowings						30 400
Trade Creditors Trade Payables		3 017	95	95	457	95	72
Trade Debtors Trade Receivables		879
Amount Specific Advance Or Credit Directors	-7 517	-35 595	-43 414	-52 330	37 109	38 770
Amount Specific Advance Or Credit Made In Period Directors	-19 471	-89 937	-92 179	-93 659	-61 930	42 665	16 771
Amount Specific Advance Or Credit Repaid In Period Directors	11 954	61 859	84 360	84 743	77 151	41 004	55 541
Accrued Liabilities						2 130	64 486
Amounts Owed By Directors						38 771
Amounts Owed To Directors							60 759
Bank Borrowings Overdrafts						7 600
Corporation Tax Payable						2 256	38 787
Disposals Decrease In Depreciation Impairment Property Plant Equipment							1 530
Disposals Property Plant Equipment							1 530
Future Minimum Lease Payments Under Non-cancellable Operating Leases							1 434
Other Taxation Social Security Payable						84
Prepayments							317 396

Company staff

Katie T.

Role: Director

Appointed: 01 September 2017

Latest update: 17 March 2024

Christopher T.

Role: Director

Appointed: 20 June 2016

Latest update: 17 March 2024

People with significant control

Katie T.

Notified on 8 April 2022

Nature of control:

1/2 or less of shares

Christopher T.

Notified on 1 August 2016

Nature of control:

over 1/2 to 3/4 of shares

Ipsum Holdings Limited

Address: 18 The Bridge Business Centre Beresford Way, Chesterfield, Derbyshire, S41 9FG, United Kingdom

Legal authority Companies Act 2006

Legal form Limited Company

Country registered England

Place registered England & Wales

Registration number 10125915

Notified on 19 July 2016

Ceased on 8 April 2022

Nature of control:

1/2 or less of shares

Accounts Documents

Account next due date	30 September 2024
Account last made up date	31 December 2022
Confirmation statement next due date	02 August 2024
Confirmation statement last made up date	19 July 2023

Annual Accounts
Start Date For Period Covered By Report	2016-04-15
End Date For Period Covered By Report	2016-12-31
Annual Accounts
Start Date For Period Covered By Report	2017-01-01
End Date For Period Covered By Report	2017-12-31
Annual Accounts
Start Date For Period Covered By Report	2018-01-01
End Date For Period Covered By Report	2018-12-31
Annual Accounts
Start Date For Period Covered By Report	2019-01-01
End Date For Period Covered By Report	2019-12-31
Annual Accounts
Start Date For Period Covered By Report	2020-01-01
End Date For Period Covered By Report	2020-12-31
Annual Accounts
Start Date For Period Covered By Report	2021-01-01
End Date For Period Covered By Report	2021-12-31
Annual Accounts
Start Date For Period Covered By Report	01 January 2022
End Date For Period Covered By Report	31 December 2022

Portfolio Advisory Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Katie T.

Christopher T.

Stephen F.

People with significant control

Katie T.

Christopher T.

Ipsum Holdings Limited

Accounts Documents

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