# Portbury Wealth Management Limited

## Details

- **Company number:** [10491419](https://find-and-update.company-information.service.gov.uk/company/10491419)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 22 Nov 2016
- **Registered office:** 7 JOHNSTON ROAD, WOODFORD GREEN, IG8 0XA
- **Nature of business:** [66190](/sic/66190) Activities auxiliary to financial intermediation n.e.c.
- **Corporate group:** [St. James's Place PLC](/group/3458) (49 companies)



## Officers

| Name | Role | Appointed | Resigned |
|---|---|---|---|
| CLARIDGE, Jonathan Peter | director | 23 Jan 2023 |  |
| CURETON, Matthew Terence | director | 14 Mar 2019 | 5 Dec 2025 |



## Control

| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| St. James’S Place Acquisition Services Limited | ownership-of-shares-25-to-50-percent, voting-rights-25-to-50-percent | 23 Jan 2023 |  |
| Mr Matthew Terence Cureton | 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 James John Henwood | 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 |



## Accounts

| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 31 Mar 2025 | £878,799 | £282,411 | 8 |
| 31 Mar 2024 | £420,428 | £398,522 | 6 |



## Owned by

Portbury Wealth Management Limited → [St. James's Place Acquisition Services Limited](/company/07730835) → [St. James's Place Wealth Management PLC](/company/04113955) → [St. James's Place PLC](/company/03183415)




## Directors' other companies

- [CLARIDGE, Jonathan Peter](/person/8102921) - director at [Ludian Financial Planning Limited](/company/16709363)
- [CLARIDGE, Jonathan Peter](/person/8102921) - director at [Fortura Financial Partners Limited](/company/14320641)
- [CLARIDGE, Jonathan Peter](/person/8102921) - director at [Reflect Financial Limited](/company/04373946)
- [CLARIDGE, Jonathan Peter](/person/8102921) - director at [IAN Cockbain Wealth Management Limited](/company/04639701)
- [CLARIDGE, Jonathan Peter](/person/8102921) - director at [Edwards Wealth Ltd](/company/09229694)
- [CLARIDGE, Jonathan Peter](/person/8102921) - director at [Future Proof Limited](/company/07608319)
- [CLARIDGE, Jonathan Peter](/person/8102921) - director at [Lewington Wealth Management Limited](/company/04290504)
- [CLARIDGE, Jonathan Peter](/person/8102921) - director at [Tring Financial Management Limited](/company/05487108)
- [CLARIDGE, Jonathan Peter](/person/8102921) - director at [PFP Wealth Group Ltd](/company/13267152)



## Companies at the same address

- [Agemar UK Limited](/company/12010724) (12010724)
- [Nicholas Hall (Fp) Limited](/company/15634016) (15634016)
- [Nicholas Hall Accounting Limited](/company/15588429) (15588429)