Lewis Portfolio Management Limited in Poole, BH14 0HU

Description

Data updated on: 01-11-2023

Located at 41 Commercial Road, Poole BH14 0HU Lewis Portfolio Management Limited is classified as a Private Limited Company registered under the 10008665 registration number. It has been set up 8 years ago. Despite the fact, that lately it's been known as Lewis Portfolio Management Limited, it had the name changed. It was known as Lewis Invest until 2020-06-26, then the company name was changed to Ingenuity Financial Services. The last switch occurred on 2020-11-04. This company's principal business activity number is 66190 - Activities auxiliary to financial intermediation n.e.c.. 31st March 2023 is the last time when account status updates were reported.

From the data we have, the company was formed in 2016 and has so far been overseen by two directors.

Timothy L. is the individual with significant control over this firm, owns over 3/4 of company shares and has 3/4 to full of voting rights.

Previous company's names
Lewis Portfolio Management Limited 2020-11-04
Ingenuity Financial Services Ltd 2020-06-26
Lewis Invest Ltd 2016-02-16

Financial data based on annual reports

Profit & Loss
Date of Accounts	2017-04-01	2018-03-31	2018-04-01	2019-03-31	2019-04-01	2020-03-31	2020-04-01	2021-03-31	2021-04-01	2022-03-31	2022-04-01	2023-03-31
Currency

Balance Sheet
Cash Bank On Hand									100	100	100	100
Net Assets Liabilities									100	100	100	100
Cash Bank In Hand	100	100	100	100	100	100	100	100
Net Assets Liabilities Including Pension Asset Liability	100	100	100	100	100	100	100	100

Capital & Reserves
Called Up Share Capital	100	100	100	100	100	100	100	100

Other Financial Data
Number Shares Allotted
Par Value Share										1		1
Capital Employed	100	100	100	100	100	100	100	100

Company staff

Fiona G.

Role: Director

Appointed: 16 February 2016

Latest update: 13 January 2024

Timothy L.

Role: Director

Appointed: 16 February 2016

Latest update: 13 January 2024

People with significant control

Timothy L.

Notified on 6 April 2016

Nature of control:

over 3/4 of shares

3/4 to full of voting rights

right to manage directors

Accounts Documents

Account next due date	31 December 2024
Account last made up date	31 March 2023
Confirmation statement next due date	23 February 2024
Confirmation statement last made up date	09 February 2023

Annual Accounts 23 July 2018
Start Date For Period Covered By Report	2017-04-01
End Date For Period Covered By Report	31 March 2018
Date Approval Accounts	23 July 2018
Annual Accounts 28 August 2019
Start Date For Period Covered By Report	2018-04-01
End Date For Period Covered By Report	31 March 2019
Date Approval Accounts	28 August 2019
Annual Accounts 15 December 2020
Start Date For Period Covered By Report	2019-04-01
End Date For Period Covered By Report	31 March 2020
Date Approval Accounts	15 December 2020
Annual Accounts 10 November 2021
Start Date For Period Covered By Report	2020-04-01
End Date For Period Covered By Report	31 March 2021
Date Approval Accounts	10 November 2021
Annual Accounts
Start Date For Period Covered By Report	2021-04-01
End Date For Period Covered By Report	31 March 2022
Annual Accounts
Start Date For Period Covered By Report	2022-04-01
End Date For Period Covered By Report	31 March 2023

Lewis Portfolio Management Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Fiona G.

Timothy L.

People with significant control

Timothy L.

Accounts Documents

Company filings

Filing category

Search other companies

Services (by SIC Code)

Company Age

Similar companies nearby

Closest companies