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Financial intermediation not elsewhere classified · Lytham St. Annes, Lancashire
Portal Wealth Management
Portal Wealth Management Ltd.
Private limited company registered in Lytham St. Annes, classed under “Financial intermediation not elsewhere classified” and 1 other activity.
Headline figures
FY to Mar 2025 · Company only
Turnover
For subscribers
Profit after tax
−£8.96k
Net assets
For subscribers
Cash
For subscribers
Employees
For subscribers
What the numbers say
4 findings from the figures, in plain English
Written by rules from the figures on this page. Not a forecast or a credit opinion.
History
| £ | 2020 | 2021 | 2022 | 2024 | 2025 |
|---|---|---|---|---|---|
| Profit after tax | −£8.96k | ||||
| Turnover | |||||
| Net assets | |||||
| Cash | |||||
| Employees |
Every figure for all 5 years
“—” means we did not find the figure in a source; it is never filled with an estimate.
Balance sheet and ratios
From the filed balance sheets · £
| Balance sheet | 2021 | 2022 | 2024 | 2025 |
|---|---|---|---|---|
| Current assets | ||||
| of which cash | ||||
| Creditors due within a year | ||||
| Net current assets | ||||
| Net assets | ||||
| Ratios | ||||
| Profit marginProfit after tax as a share of turnover | ||||
| Return on equityProfit after tax as a share of net assets | ||||
| Current ratioCurrent assets for every £1 owed within a year | ||||
| Creditors to assetsEverything owed to creditors as a share of fixed plus current assets | ||||
| Turnover per employeeTurnover divided by average staff | ||||
5 balance-sheet lines and 5 ratios, every year
A ratio appears only for years where every line it needs was filed. Lines are as tagged in the accounts; nothing is added up or estimated.
Questions people ask
›What does Portal Wealth Management do?
Private limited company registered in Lytham St. Annes, classed under “Financial intermediation not elsewhere classified” and 1 other activity.
›How much turnover does Portal Wealth Management make?
Answered in the full report
›Is Portal Wealth Management profitable?
No: it made a loss after tax of £8.96k in the year to 31 March 2025, its latest filed accounts.
›How many people work at Portal Wealth Management?
Answered in the full report
›Where is Portal Wealth Management based?
Its registered office is 65 Preston Road, Lytham St. Annes, Lancashire, FY8 5BN, in Lytham St. Annes, Lancashire.
›When was Portal Wealth Management founded?
Portal Wealth Management Ltd. was incorporated on 26 January 2017.
›Is Portal Wealth Management still trading?
The register lists Portal Wealth Management Ltd. as active.