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
    Thornton Dees, Katie Louise
    Company Director born in June 1977
    Individual (2 offsprings)
    Officer
    2017-09-01 ~ now
    OF - Director → CIF 0
    Mrs Katie Louise Thornton Dees
    Born in June 1977
    Individual (2 offsprings)
    Person with significant control
    2022-04-08 ~ now
    PE - Ownership of shares – More than 25% but not more than 50%CIF 0
  • 2
    Thornton Dees, Christopher John
    Company Director born in March 1976
    Individual (4 offsprings)
    Officer
    2016-06-20 ~ now
    OF - Director → CIF 0
    Christopher John Thornton-dees
    Born in March 1976
    Individual (4 offsprings)
    Person with significant control
    2016-08-01 ~ now
    PE - Ownership of shares – More than 50% but less than 75%CIF 0
Ceased 2
  • 1
    Fallon, Stephen Frank
    Tax Adviser born in July 1956
    Individual (7 offsprings)
    Officer
    2016-04-15 ~ 2016-06-20
    OF - Director → CIF 0
  • 2
    18 The Bridge Business Centre, Beresford Way, Chesterfield, Derbyshire, United Kingdom
    Active Corporate (6 parents, 5 offsprings)
    Equity (Company account)
    Retained earnings (accumulated losses)
    729,772 GBP2023-03-31
    Person with significant control
    2016-07-19 ~ 2022-04-08
    PE - Ownership of shares – More than 25% but not more than 50%CIF 0
parent relation
Company in focus

PORTFOLIO ADVISORY LIMITED

Previous name
IPSUM CREDIT ADVISORY LIMITED - 2022-04-08
Standard Industrial Classification
82912 - Activities Of Credit Bureaus
Brief company account
Par Value of Share
Class 1 ordinary share
12023-01-01 ~ 2023-12-31
Class 2 ordinary share
12023-01-01 ~ 2023-12-31
Property, Plant & Equipment
1,021 GBP2023-12-31
Debtors
8,616 GBP2023-12-31
317,516 GBP2022-12-31
Cash at bank and in hand
58,227 GBP2023-12-31
1,516 GBP2022-12-31
Current Assets
66,843 GBP2023-12-31
319,032 GBP2022-12-31
Creditors
Current
4,224 GBP2023-12-31
180,831 GBP2022-12-31
Net Current Assets/Liabilities
62,619 GBP2023-12-31
138,201 GBP2022-12-31
Total Assets Less Current Liabilities
63,640 GBP2023-12-31
138,201 GBP2022-12-31
Net Assets/Liabilities
63,446 GBP2023-12-31
138,201 GBP2022-12-31
Equity
Called up share capital
100 GBP2023-12-31
100 GBP2022-12-31
Retained earnings (accumulated losses)
63,346 GBP2023-12-31
138,101 GBP2022-12-31
Equity
63,446 GBP2023-12-31
138,201 GBP2022-12-31
Average Number of Employees
22023-01-01 ~ 2023-12-31
22022-01-01 ~ 2022-12-31
Property, Plant & Equipment - Gross Cost
Plant and equipment
3,257 GBP2023-12-31
1,726 GBP2022-12-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Plant and equipment
2,236 GBP2023-12-31
1,726 GBP2022-12-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
Plant and equipment
510 GBP2023-01-01 ~ 2023-12-31
Property, Plant & Equipment
Plant and equipment
1,021 GBP2023-12-31
Other Debtors
Current
235 GBP2023-12-31
120 GBP2022-12-31
Amount of corporation tax that is recoverable
Current
7,088 GBP2023-12-31
Prepayments
Current
1,293 GBP2023-12-31
317,396 GBP2022-12-31
Debtors
Current, Amounts falling due within one year
8,616 GBP2023-12-31
317,516 GBP2022-12-31
Trade Creditors/Trade Payables
Current
940 GBP2023-12-31
71 GBP2022-12-31
Corporation Tax Payable
Current
38,787 GBP2022-12-31
Amounts owed to directors
624 GBP2023-12-31
77,487 GBP2022-12-31
Accrued Liabilities
Current
2,660 GBP2023-12-31
64,486 GBP2022-12-31
Future Minimum Lease Payments Under Non-cancellable Operating Leases
Amounts falling due within one year
700 GBP2023-12-31
1,434 GBP2022-12-31
Between one and five year
840 GBP2022-12-31
All periods
700 GBP2023-12-31
2,274 GBP2022-12-31
Number of Shares Issued (Fully Paid)
Class 1 ordinary share
51 shares2023-12-31
Class 2 ordinary share
49 shares2023-12-31

  • PORTFOLIO ADVISORY LIMITED
    Info
    IPSUM CREDIT ADVISORY LIMITED - 2022-04-08
    Registered number 10126057
    Da Vinci Suite Pera Business Park, Nottingham Road, Melton Mowbray, Leicestershire LE13 0PB
    Private Limited Company incorporated on 2016-04-15 (9 years 2 months). The company status is Active.
    The last date of confirmation statement was made at 2024-07-19
    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.