# Portcullis Financial Planning (Portcullis Financial Planning Limited)

Private limited company registered in Bromsgrove, classed under “Life insurance” and 1 other activity.

- Company number: 06113368
- Status: Active
- Type: Private limited company
- Incorporated: 19 February 2007
- Registered office: 10 Greenbox Weston Hall Road, Stoke Prior, Bromsgrove, B60 4AL
- Location: Bromsgrove
- Activity: Life insurance

## Latest filed profit

Profit after tax in the year to 31 March 2026: **£99.4k**, from its latest filed accounts.

Turnover, net assets, cash, staff, earlier years, ratios and owners are on the page for subscribers.

## Questions people ask

### What does Portcullis Financial Planning do?

Private limited company registered in Bromsgrove, classed under “Life insurance” and 1 other activity.

### How much turnover does Portcullis Financial Planning make?

Answered on the page for FirmFacts Pro subscribers: https://firmfacts.co/company/portcullis-financial-planning-06113368

### Is Portcullis Financial Planning profitable?

Yes: it made a profit after tax of £99.4k in the year to 31 March 2026, its latest filed accounts.

### How many people work at Portcullis Financial Planning?

Answered on the page for FirmFacts Pro subscribers: https://firmfacts.co/company/portcullis-financial-planning-06113368

### Who runs and owns Portcullis Financial Planning?

Its directors are Alan Frederick Beaney, Robert Michael Blount, Oliver Charles Brown, Glenn John Meyer, Neil Michael Whelan. Its owners are shown to subscribers.

### Where is Portcullis Financial Planning based?

Its registered office is 10 Greenbox Weston Hall Road, Stoke Prior, Bromsgrove, B60 4AL, in Bromsgrove.

### When was Portcullis Financial Planning founded?

Portcullis Financial Planning Limited was incorporated on 19 February 2007.

### Is Portcullis Financial Planning still trading?

The register lists Portcullis Financial Planning Limited as active.

## Timeline

Recent filings and changes at Companies House.

- 2026-07-30: Full accounts made up to 31 March 2026
- 2025-07-24: Full accounts made up to 31 March 2025
- 2025-05-08: Change of details for R C Brown Investment Management Plc as a person with significant control on 14 April 2025
- 2025-05-08: Notification of Rmb Mgmt Limited as a person with significant control on 14 April 2025
- 2025-04-28: Resolutions (and 6 more like it since 7 February 2017)
- 2025-04-28: Change of share class name or designation (and 2 more like it since 7 February 2017)
- 2025-04-28: Memorandum and Articles of Association (and 1 more like it since 8 November 2021)
- 2024-07-22: Full accounts made up to 31 March 2024
- 2023-07-27: Full accounts made up to 31 March 2023
- 2022-07-28: Full accounts made up to 31 March 2022
- 2022-07-20: Registered office address changed from Wassell Grove Business Centre Wassell Grove Lane Stourbridge West Midlands DY9 9JH England to 10 Greenbox Weston Hall Road Stoke Prior Bro…
- 2022-04-06: Termination of appointment of Jonathan Thompson as a director on 31 March 2022
- 2022-01-28: Appointment of Mr Robert Michael Blount as a director on 1 November 2021
- 2021-07-28: Full accounts made up to 31 March 2021
- 2021-01-05: Change of details for a person with significant control (and 1 more like it since 5 January 2021)
- 2021-01-01: Registered office address changed from Mere Lodge Pear Tree Drive Stourbridge West Midlands England to Wassell Grove Business Centre Wassell Grove Lane Stourbridge West Midlands…
- 2020-08-07: Termination of appointment of Donna Rachael Thompson as a director on 1 August 2020
- 2020-08-04: Full accounts made up to 31 March 2020
- 2020-01-17: Registered office address changed from 1 the Square Temple Quay Bristol BS1 6DG England to Mere Lodge Pear Tree Drive Stourbridge West Midlands on 17 January 2020
- 2020-01-17: Appointment of Mrs Donna Rachael Thompson as a director on 15 January 2020
- 2020-01-17: Appointment of Mr Jonathan Thompson as a director on 15 January 2020
- 2020-01-17: Director's details changed for Mr Glenn John Whelan on 15 January 2020
- 2020-01-16: Notification of R C Brown Investment Management Plc as a person with significant control on 3 December 2019
- 2020-01-16: Cessation of Jonathan Thompson as a person with significant control on 3 December 2019
- 2020-01-16: Cessation of Donna Rachael Thompson as a person with significant control on 3 December 2019

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Source: Companies House filings (Open Government Licence v3.0). Figures are as filed; nothing is estimated. Page: https://firmfacts.co/company/portcullis-financial-planning-06113368