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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, Christopher John
    Born in March 1976
    Individual (5 offsprings)
    Officer
    icon of calendar 2016-06-20 ~ now
    OF - Director → CIF 0
    Mr Christopher John Thornton Dees
    Born in March 1976
    Individual (5 offsprings)
    Person with significant control
    icon of calendar 2016-08-01 ~ now
    PE - Ownership of shares – More than 50% but less than 75% → CIF 0
  • 2
    Thornton Dees, Katie Louise
    Born in June 1977
    Individual (2 offsprings)
    Officer
    icon of calendar 2017-09-01 ~ now
    OF - Director → CIF 0
    Mrs Katie Louise Thornton Dees
    Born in June 1977
    Individual (2 offsprings)
    Person with significant control
    icon of calendar 2022-04-08 ~ now
    PE - Ownership of shares – More than 25% but not more than 50% → CIF 0
Ceased 2
  • 1
    Fallon, Stephen Frank
    Tax Adviser born in July 1956
    Individual (7 offsprings)
    Officer
    icon of calendar 2016-04-15 ~ 2016-06-20
    OF - Director → CIF 0
  • 2
    icon of address18 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
12024-01-01 ~ 2024-12-31
Class 2 ordinary share
12024-01-01 ~ 2024-12-31
Property, Plant & Equipment
879 GBP2024-12-31
1,021 GBP2023-12-31
Debtors
59,665 GBP2024-12-31
8,616 GBP2023-12-31
Cash at bank and in hand
73,590 GBP2024-12-31
58,227 GBP2023-12-31
Current Assets
133,255 GBP2024-12-31
66,843 GBP2023-12-31
Creditors
Current
25,421 GBP2024-12-31
4,224 GBP2023-12-31
Net Current Assets/Liabilities
107,834 GBP2024-12-31
62,619 GBP2023-12-31
Total Assets Less Current Liabilities
108,713 GBP2024-12-31
63,640 GBP2023-12-31
Net Assets/Liabilities
108,493 GBP2024-12-31
63,446 GBP2023-12-31
Equity
Called up share capital
100 GBP2024-12-31
100 GBP2023-12-31
Retained earnings (accumulated losses)
108,393 GBP2024-12-31
63,346 GBP2023-12-31
Equity
108,493 GBP2024-12-31
63,446 GBP2023-12-31
Average Number of Employees
22024-01-01 ~ 2024-12-31
22023-01-01 ~ 2023-12-31
Property, Plant & Equipment - Gross Cost
Plant and equipment
3,435 GBP2024-12-31
3,257 GBP2023-12-31
Property, Plant & Equipment - Disposals
Plant and equipment
-749 GBP2024-01-01 ~ 2024-12-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Plant and equipment
2,556 GBP2024-12-31
2,236 GBP2023-12-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
Plant and equipment
570 GBP2024-01-01 ~ 2024-12-31
Property, Plant & Equipment - Decrease in depreciation and impairment related to disposals
Plant and equipment
-250 GBP2024-01-01 ~ 2024-12-31
Property, Plant & Equipment
Plant and equipment
879 GBP2024-12-31
1,021 GBP2023-12-31
Trade Debtors/Trade Receivables
Current
9,264 GBP2024-12-31
Other Debtors
Current
942 GBP2024-12-31
235 GBP2023-12-31
Amount of corporation tax that is recoverable
Current
7,088 GBP2023-12-31
Prepayments
Current
49,459 GBP2024-12-31
1,293 GBP2023-12-31
Debtors
Amounts falling due within one year, Current
59,665 GBP2024-12-31
8,616 GBP2023-12-31
Trade Creditors/Trade Payables
Current
45 GBP2024-12-31
940 GBP2023-12-31
Corporation Tax Payable
Current
17,607 GBP2024-12-31
Other Taxation & Social Security Payable
Current
4,098 GBP2024-12-31
Accrued Liabilities
Current
2,735 GBP2024-12-31
2,660 GBP2023-12-31
Future Minimum Lease Payments Under Non-cancellable Operating Leases
Amounts falling due within one year
1,200 GBP2024-12-31
700 GBP2023-12-31
Between one and five year
200 GBP2024-12-31
All periods
1,400 GBP2024-12-31
700 GBP2023-12-31
Number of Shares Issued (Fully Paid)
Class 1 ordinary share
51 shares2024-12-31
Class 2 ordinary share
49 shares2024-12-31
  • PORTFOLIO ADVISORY LIMITED
    Info
    IPSUM CREDIT ADVISORY LIMITED - 2022-04-08
    Registered number 10126057
    icon of addressDa Vinci Suite Pera Business Park, Nottingham Road, Melton Mowbray, Leicestershire LE13 0PB
    PRIVATE LIMITED COMPANY incorporated on 2016-04-15 (9 years 8 months). The company status is Active.
    The last date of confirmation statement was made at 2025-07-19
    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 12 November 2025 and licensed under the Open Government Licence v3.0.