EFFICIENT PORTFOLIO WEALTH MANAGEMENT LIMITED
EFFICIENT PORTFOLIO WEALTH MANAGEMENT LIMITED is an active private limited company, incorporated on 18 March 2010. The nature of the business is Financial intermediation not elsewhere classified. The company's registered office is on Melton Road, Oakham. The company's accounts were last made up to 31 March 2023, are next due on 31 December 2024, and fall under the accounts category: Total Exemption Full. EFFICIENT PORTFOLIO WEALTH MANAGEMENT LIMITED has no previous names. The company has no mortgage charges, outstanding or otherwise.
Company Information
Company Number | 07194008 |
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Company Category | Private Limited Company |
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Company Status | Active |
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Incorporation Date | 18/03/2010 |
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Country of Origin | United Kingdom |
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Registered Office
Address Line 1 | PORTFOLIAN HOUSE |
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Address Line 2 | 30 MELTON ROAD |
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Post Town | OAKHAM |
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County | RUTLAND |
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Country | ENGLAND |
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Postcode | LE15 6AY |
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Accounts
Accounting Reference Date | 31st March |
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Accounts Next Due Date | 31/12/2024 |
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Accounts Last Made Up Date | 31/03/2023 |
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Accounts Category | TOTAL EXEMPTION FULL |
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Confirmation Statement
Next Due Date | 28/03/2025 |
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Last Made Up Date | 14/03/2024 |
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Return
Next Due Date | 15/04/2017 |
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Last Made Up Date | 18/03/2016 |
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Mortgages
Number of Mortgage Charges | 0 |
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Number of Outstanding Charges | 0 |
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Number of Satisfied Charges | 0 |
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Number of Partially Satisfied Charges | 0 |
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Nature of Business (SIC Codes)
64999 - Financial intermediation not elsewhere classified
Company Name History
From incorporation onwards:
EFFICIENT PORTFOLIO WEALTH MANAGEMENT LIMITED
Directors
(The company's officers)
MR CHARLES DAVID READING
(~47 year old British national)
PORTFOLIAN HOUSE 30 MELTON ROAD, OAKHAM, RUTLAND, LE15 6AY, ENGLAND
- Current Director
- Gives occupation as FINANCIAL ADVISOR
- Usually resident in ENGLAND
Appointed on 18/03/2010
Shareholders
(Persons of Significant Control)
Charles David Reading
(~47 year old British national)
Portfolian House, 30 Melton Road, Oakham, Rutland, LE15 6AY, England
- Owns between 25% and 50% of the shares.
- Holds between 25% and 50% of the voting rights.
- Has the right to appoint and remove directors.
Notified on 01/03/2018
Mrs Caryl Reading
(~47 year old British national)
Portfolian House, 30 Melton Road, Oakham, Rutland, LE15 6AY, England
- Owns between 25% and 50% of the shares.
- Holds between 25% and 50% of the voting rights.
- Has the right to appoint and remove directors.
Notified on 01/03/2018
Connections
(Shared officers)
CHURCH FARM (EXTON) MANAGEMENT COMPANY LIMITED
Licence: Supplied under section 47 and 50 of the Copyright, Designs and Patents Act 1988 and Schedule 1 of the Database Regulations (SI 1997/3032)
EFFICIENT PORTFOLIO WEALTH MANAGEMENT LIMITED: Maps
Maps show the location of the postcode of the registered office, LE15 6AY.
Map of EFFICIENT PORTFOLIO WEALTH MANAGEMENT LIMITED at local scale
Map of EFFICIENT PORTFOLIO WEALTH MANAGEMENT LIMITED at district scale
More Companies in LE15 6AY
Other companies with registered offices in LE15 6AY:
Licence: Supplied under section 47 and 50 of the Copyright, Designs and Patents Act 1988 and Schedule 1 of the Database Regulations (SI 1997/3032)