EFFICIENT PORTFOLIO WEALTH MANAGEMENT LIMITED

PORTFOLIAN HOUSE, 30 MELTON ROAD, OAKHAM  LE15 6AY
  • Active
  • Private Limited Company
  • Company No. 07194008
  • Last Updated: 01 Mar 2024
Company profile Ownership Accounts

Company Profile

EFFICIENT PORTFOLIO WEALTH MANAGEMENT LIMITED was incorporated on Thursday, March 18, 2010 as a Private Limited Company with registered address in OAKHAM. EFFICIENT PORTFOLIO WEALTH MANAGEMENT LIMITED has the status: Active and it's listed in the following category: Financial intermediation not elsewhere classified. This Private Limited Company has been operating for 14 years 7 months and 27 days.

Name EFFICIENT PORTFOLIO WEALTH MANAGEMENT LIMITED
Company number 07194008
Company type Private Limited Company
Incorporation date 18 Mar 2010
Status Active
Industry (SIC 2007)

Address

Registered Address PORTFOLIAN HOUSE
30 MELTON ROAD
OAKHAM
LE15 6AY
Country Of Origin ENGLAND

Map based on PostCode

Ownership Information

Individuals and organizations with significant control over the business either by owning at least 25% shares or by virtue of significant influence over the business.

Name Nature of Control
Mrs Caryl Reading Nationality: British Dates: Thursday, March 1, 2018 - present
ownership of shares 25 to 50 percent
voting rights 25 to 50 percent
right to appoint and remove directors
Charles David Reading Nationality: British Dates: Thursday, March 1, 2018 - present
ownership of shares 25 to 50 percent
voting rights 25 to 50 percent
right to appoint and remove directors

Accounts and Confirmation

Type of accounts TOTAL EXEMPTION FULL
End of financial Year 31 March
Next annual accounts due 31 December 2024, (46 days left)
Latest accounts 31 March 2023
Next confirmation statement due 15 April 2017
Last confirmation statement dated 18 March 2016

Mortgages

No mortgages have been registered against EFFICIENT PORTFOLIO WEALTH MANAGEMENT LIMITED.

Previous Names

Name Change Date
EFFICIENT PORTFOLIO WEALTH MANAGEMENT LIMITED 18 Mar 2010