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
    Holman, Mark Christopher
    Financial Advice born in October 1978
    Individual (7 offsprings)
    Officer
    2015-09-05 ~ now
    OF - director → CIF 0
    Mr Mark Christopher Holman
    Born in October 1978
    Individual (7 offsprings)
    Person with significant control
    2016-04-06 ~ now
    PE - Ownership of shares – 75% or moreCIF 0
    PE - Ownership of voting rights - 75% or moreCIF 0
    PE - Right to appoint or remove directorsCIF 0
  • 2
    Holman, Catherine
    Individual (1 offspring)
    Officer
    2022-06-23 ~ now
    OF - secretary → CIF 0
parent relation
Company in focus

PORTFOLIO WEALTH ADVICE LIMITED

Standard Industrial Classification
82990 - Other Business Support Service Activities N.e.c.
Brief company account
Fixed Assets
670 GBP2024-03-31
893 GBP2023-03-31
Current Assets
28,457 GBP2024-03-31
17,833 GBP2023-03-31
Creditors
Current, Amounts falling due within one year
-3,198 GBP2024-03-31
-2,626 GBP2023-03-31
Net Current Assets/Liabilities
29,456 GBP2024-03-31
22,819 GBP2023-03-31
Total Assets Less Current Liabilities
30,126 GBP2024-03-31
23,712 GBP2023-03-31
Creditors
Non-current, Amounts falling due after one year
-10,000 GBP2024-03-31
-10,000 GBP2023-03-31
Net Assets/Liabilities
18,548 GBP2024-03-31
12,164 GBP2023-03-31
Equity
18,548 GBP2024-03-31
12,164 GBP2023-03-31
Average Number of Employees
22023-04-01 ~ 2024-03-31
22022-04-01 ~ 2023-03-31

  • PORTFOLIO WEALTH ADVICE LIMITED
    Info
    Registered number 09763873
    163 Herne Hill, London SE24 9LR
    Private Limited Company incorporated on 2015-09-05 (9 years 9 months). The company status is Active.
    The last date of confirmation statement was made at 2024-09-05
    CIF 0
child relation
Offspring entities and appointments
Active 0
  • Not found in our database.
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Contains public sector information retrieved at 24 April 2025 and licensed under the Open Government Licence v3.0.