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Activities of insurance agents and brokers · Cardiff
Portland Wealth Management
Portland Wealth Management Limited
Private limited company registered in Cardiff, classed under “Activities of insurance agents and brokers”.
Headline figures
FY to Mar 2025 · Company only
Turnover
For subscribers
Profit after tax
—
Not filed: small-company exemption
Net assets
For subscribers
Cash
For subscribers
Employees
For subscribers
Retained reserves
For subscribers
What the numbers say
2 findings from the figures, in plain English
Written by rules from the figures on this page. Not a forecast or a credit opinion.
History
| £ | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Profit after tax | — | ||||
| Turnover | |||||
| Net assets | |||||
| Cash | |||||
| Employees | |||||
| Retained reserves |
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 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| Current assets | ||||
| of which debtors | ||||
| of which cash | ||||
| Creditors due within a year | ||||
| Net current assets | ||||
| Net assets | ||||
| Ratios | ||||
| Current ratioCurrent assets for every £1 owed within a year | ||||
| Cash ratioCash for every £1 owed within a year | ||||
| Creditors to assetsEverything owed to creditors as a share of fixed plus current assets | ||||
6 balance-sheet lines and 3 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 Portland Wealth Management do?
Private limited company registered in Cardiff, classed under “Activities of insurance agents and brokers”.
›How much turnover does Portland Wealth Management make?
Answered in the full report
›Is Portland Wealth Management profitable?
Portland Wealth Management's profit isn't public: small companies may file without a profit and loss account.
›How many people work at Portland Wealth Management?
Answered in the full report
›Where is Portland Wealth Management based?
Its registered office is Sophia House, 28 Cathedral Road, Cardiff, CF11 9LJ, in Cardiff.
›When was Portland Wealth Management founded?
Portland Wealth Management Limited was incorporated on 10 December 2009.
›Is Portland Wealth Management still trading?
The register lists Portland Wealth Management Limited as active.