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 Number07194008
Company CategoryPrivate Limited Company
Company StatusActive
Incorporation Date18/03/2010
Country of OriginUnited Kingdom

Registered Office

Address Line 1PORTFOLIAN HOUSE
Address Line 230 MELTON ROAD
Post TownOAKHAM
CountyRUTLAND
CountryENGLAND
PostcodeLE15 6AY

Accounts

Accounting Reference Date31st March
Accounts Next Due Date31/12/2024
Accounts Last Made Up Date31/03/2023
Accounts CategoryTOTAL EXEMPTION FULL

Confirmation Statement

Next Due Date28/03/2025
Last Made Up Date14/03/2024

Return

Next Due Date15/04/2017
Last Made Up Date18/03/2016

Mortgages

Number of Mortgage Charges0
Number of Outstanding Charges0
Number of Satisfied Charges0
Number of Partially Satisfied Charges0

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
  • MR CHARLES DAVID READING
  • MR CHARLES DAVID READING
  • MR CHARLES DAVID READING
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 local scale
Map of EFFICIENT PORTFOLIO WEALTH MANAGEMENT LIMITED at district scale
Map of EFFICIENT PORTFOLIO WEALTH MANAGEMENT LIMITED at district scale
Source: OS OpenMap – Local (Ordnance Survey)
Source: OS VectorMap District (Ordnance Survey)
Licence: Open Government Licence (requires attribution)

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)