Portbury Wealth Management Limited
- Company number
- 10491419
- Status
- Active
- Type
- Private Limited Company
- Incorporated
- 22 Nov 2016
- Nature of business
- Activities auxiliary to financial intermediation n.e.c.
- Corporate group
- St. James's Place PLC (46 companies)
Registered office
Officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| CURETON, Matthew Terence | Director | 14 Mar 2019 | 5 Dec 2025 |
| CLARIDGE, Jonathan Peter | Director | 23 Jan 2023 |
Control
| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Mr James John Henwood | Ownership Of Shares 25 To 50 Percent Voting Rights 25 To 50 Percent |
22 Nov 2016 | 3 Dec 2019 |
| Mr Coomarassen Jason Rungasamy | Ownership Of Shares 25 To 50 Percent Voting Rights 25 To 50 Percent |
22 Nov 2016 | 3 Dec 2019 |
| Mr Stuart James Knight | Ownership Of Shares 25 To 50 Percent Voting Rights 25 To 50 Percent |
22 Nov 2016 | 3 Dec 2019 |
| Mr Matthew Terence Cureton | Ownership Of Shares 25 To 50 Percent Voting Rights 25 To 50 Percent |
22 Nov 2016 | 3 Dec 2019 |
| St. James’S Place Acquisition Services Limited | Ownership Of Shares 25 To 50 Percent Voting Rights 25 To 50 Percent |
23 Jan 2023 |
Accounts
| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 31 Mar 2025 | £878,799 | £282,411 | 8 |
| 31 Mar 2024 | £420,428 | £398,522 | 6 |
| 31 Mar 2023 | - | - | - |
| 31 Mar 2022 | - | - | - |
| 31 Mar 2021 | - | - | - |
| 31 Mar 2020 | - | - | - |
| 31 Mar 2019 | - | - | - |
| 31 Mar 2018 | - | - | - |
Connections
Owned by
Portbury Wealth Management Limited → St. James's Place Acquisition Services Limited → St. James's Place Wealth Management PLC → St. James's Place PLC
Directors’ other companies
- CLARIDGE, Jonathan Peter - Director at Ludian Financial Planning Limited
- CLARIDGE, Jonathan Peter - Director at Fortura Financial Partners Limited
- CLARIDGE, Jonathan Peter - Director at Reflect Financial Limited
- CLARIDGE, Jonathan Peter - Director at IAN Cockbain Wealth Management Limited
- CLARIDGE, Jonathan Peter - Director at Edwards Wealth Ltd
- CLARIDGE, Jonathan Peter - Director at Future Proof Limited
- CLARIDGE, Jonathan Peter - Director at PFP Wealth Group Ltd
- CLARIDGE, Jonathan Peter - Director at Lewington Wealth Management Limited
Companies at the same address
- Agemar UK Limited (12010724)
- Nicholas Hall (Fp) Limited (15634016)
- Nicholas Hall Accounting Limited (15588429)
- Wocior Holdco Ltd (17458924)