The above diagram shows the color scheme of the layout in the main result page. The parent entities and officers are those entities, including individual and legal persons, have significant controls over the company in focus. The offspring entities and appointments are those entities that the company in focus can influence on.

Clicking the links on parent entities or officers, and offspring entities or managed companies will put them in focus and show upstream or downstream connections. In general, ascendant entities can be found by moving toward upstream, and descendant entities are by toward downstream. In this way, progenitor entities such as grandparent companies (parents of parent), sibling companies (children of parent), partner companies (parents of child), and progeny entities such as grandchild companies (children of child) can be found easily.

Parent entities and officers
Active 2
  • 1
    Reading, Charles David
    Financial Advisor born in February 1977
    Individual (9 offsprings)
    Officer
    2010-03-18 ~ now
    OF - Director → CIF 0
    Charles David Reading
    Born in February 1977
    Individual (9 offsprings)
    Person with significant control
    2018-03-01 ~ now
    PE - Ownership of shares – More than 25% but not more than 50% → CIF 0
    PE - Ownership of voting rights - More than 25% but not more than 50% → CIF 0
    PE - Right to appoint or remove directors → CIF 0
  • 2
    Mrs Caryl Reading
    Born in May 1976
    Individual (3 offsprings)
    Person with significant control
    2018-03-01 ~ now
    PE - Ownership of shares – More than 25% but not more than 50% → CIF 0
    PE - Ownership of voting rights - More than 25% but not more than 50% → CIF 0
    PE - Right to appoint or remove directors → CIF 0
parent relation
Company in focus

EFFICIENT PORTFOLIO WEALTH MANAGEMENT LIMITED

Standard Industrial Classification
64999 - Financial Intermediation Not Elsewhere Classified
Brief company account
Property, Plant & Equipment
65,702 GBP2023-03-31
Fixed Assets - Investments
2,626 GBP2024-03-31
2,565 GBP2023-03-31
Fixed Assets
2,626 GBP2024-03-31
68,267 GBP2023-03-31
Debtors
95,475 GBP2024-03-31
64,456 GBP2023-03-31
Cash at bank and in hand
123,547 GBP2024-03-31
21,276 GBP2023-03-31
Current Assets
219,022 GBP2024-03-31
85,732 GBP2023-03-31
Net Current Assets/Liabilities
83,110 GBP2024-03-31
80,087 GBP2023-03-31
Total Assets Less Current Liabilities
85,736 GBP2024-03-31
148,354 GBP2023-03-31
Net Assets/Liabilities
85,736 GBP2024-03-31
130,063 GBP2023-03-31
Equity
Called up share capital
100 GBP2024-03-31
100 GBP2023-03-31
Retained earnings (accumulated losses)
85,636 GBP2024-03-31
129,963 GBP2023-03-31
Average Number of Employees
12023-04-01 ~ 2024-03-31
92022-04-01 ~ 2023-03-31
Property, Plant & Equipment - Gross Cost
Plant and equipment
74,435 GBP2024-03-31
74,435 GBP2023-03-31
Motor vehicles
103,380 GBP2023-03-31
Property, Plant & Equipment - Gross Cost
74,435 GBP2024-03-31
177,815 GBP2023-03-31
Property, Plant & Equipment - Disposals
Motor vehicles
-103,380 GBP2023-04-01 ~ 2024-03-31
Property, Plant & Equipment - Disposals
-103,380 GBP2023-04-01 ~ 2024-03-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Plant and equipment
74,435 GBP2024-03-31
73,389 GBP2023-03-31
Motor vehicles
38,724 GBP2023-03-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
74,435 GBP2024-03-31
112,113 GBP2023-03-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
Plant and equipment
1,046 GBP2023-04-01 ~ 2024-03-31
Motor vehicles
8,082 GBP2023-04-01 ~ 2024-03-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
9,128 GBP2023-04-01 ~ 2024-03-31
Property, Plant & Equipment - Decrease in depreciation and impairment related to disposals
Motor vehicles
-46,806 GBP2023-04-01 ~ 2024-03-31
Property, Plant & Equipment - Decrease in depreciation and impairment related to disposals
-46,806 GBP2023-04-01 ~ 2024-03-31
Property, Plant & Equipment
Plant and equipment
1,046 GBP2023-03-31
Motor vehicles
64,656 GBP2023-03-31
Prepayments/Accrued Income
Current
15,400 GBP2024-03-31
Amount of corporation tax that is recoverable
Current
3,250 GBP2024-03-31
33,193 GBP2023-03-31
Other Taxation & Social Security Payable
Current
4,889 GBP2024-03-31
4,525 GBP2023-03-31
Finance Lease Liabilities - Total Present Value
Current
4,628 GBP2023-03-31
Trade Creditors/Trade Payables
Current
13,391 GBP2024-03-31
719 GBP2023-03-31
Amounts owed to directors
Current
121,784 GBP2024-03-31
Finance Lease Liabilities - Total Present Value
Non-current
18,291 GBP2023-03-31
Minimum gross finance lease payments owing
Amounts falling due within one year
4,628 GBP2023-03-31
Between one and five year
18,291 GBP2023-03-31
Minimum gross finance lease payments owing
22,919 GBP2023-03-31
Finance Lease Liabilities - Total Present Value
22,919 GBP2023-03-31
Related profiles found in government register
  • EFFICIENT PORTFOLIO WEALTH MANAGEMENT LIMITED
    Info
    Registered number 07194008
    Portfolian House, 30 Melton Road, Oakham, Rutland LE15 6AY
    Private Limited Company incorporated on 2010-03-18 (15 years 3 months). The company status is Active.
    The last date of confirmation statement was made at 2025-03-14
    CIF 0
  • EFFICIENT PORTFOLIO WEALTH MANAGEMENT LIMITED
    S
    Registered number 07194008
    Seaton Grange Offices, Grange Lane, Seaton, Rutland, United Kingdom, LE15 9HT
    Private Limited Company in Companies House - England & Wales, England And Wales
    CIF 1
child relation
Offspring entities and appointments
Active 0
  • Not found in our database.
Ceased 1
  • SH&B FINANCIAL SERVICES LIMITED - 2015-04-13
    Lawrence House, 5 St. Andrews Hill, Norwich, Norfolk
    Liquidation Corporate (2 parents)
    Equity (Company account)
    119,721 GBP2024-03-31
    Person with significant control
    2016-04-06 ~ 2023-06-30
    CIF 1 - Ownership of shares – More than 25% but not more than 50% → OE
    CIF 1 - Ownership of voting rights - More than 25% but not more than 50% → OE

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Contains public sector information retrieved at 24 April 2025 and licensed under the Open Government Licence v3.0.