Portal Wealth Management Ltd.
Registered name: PORTAL WEALTH MANAGEMENT LTD.
Portal Wealth Management Ltd. made £78.5k revenue and a £9k loss in the year to 31 Mar 2025.
Portal Wealth Management Ltd.’s revenue grew 861% to £78.5k in the year to 31 Mar 2025, with a loss of £9k and 1 employee. The company is classified under “financial intermediation not elsewhere classified” and is based in Lytham ST. Annes; we hold 4 years of its filed accounts.
- Status
- Active
- Location
- Lytham ST. Annes, North West
- Age
- 9 yrs · since 2017
- Type
- Private Limited Company
Pass-through vehicle. This looks like a holding, staffing or umbrella company. Its revenue and profit may largely pass through to or from other entities, so the figures may not reflect a standalone operating business. It is excluded from our opportunity lists.
Key figures
Badges are automated estimates derived from the filed figures — not statements of fact about the company.
Financial history
| Year to | 31 Mar 2022 | 31 Mar 2023 | 31 Mar 2024 | 31 Mar 2025 |
|---|---|---|---|---|
| Disclosure | No P&L | No P&L | Full P&L | Full P&L |
| Profit & loss | ||||
| Revenue (turnover) | — | — | £8.2k | £78.5k |
| Cost of sales | — | — | £6.2k | £87.4k |
| Gross profit | — | — | £2k | −£9k |
| Operating profit | — | — | £2k | −£9k |
| Profit before tax | — | — | £2k | −£9k |
| Profit after tax | — | — | £2k | −£9k |
| Profit (best available) | — | — | £2k | −£9k |
| Employees (average) | 1 | 1 | 2 | 1 |
| Ratios | ||||
| Profit margin | — | — | 24.5% | −11.4% |
| Gross margin | — | — | 24.5% | −11.4% |
| Revenue per employee | — | — | £4.1k | £78.5k |
| Profit per employee | — | — | £1k | −£9k |
| Growth (year on year) | ||||
| Revenue growth | — | — | — | ▲860.7% |
| Profit growth | — | — | — | ▼548% |
| Headcount growth | — | 0% | ▲100% | ▼50% |
| Balance sheet — indirect signals, not revenue | ||||
| Cash at bank | — | — | £16.4k | £7.5k |
| Net assets | £23.9k | £23.7k | £16.4k | £7.5k |
| Current assets | £27.3k | £27.7k | £16.4k | £7.5k |
| Source | FullAccounts · bulk data Nov 2023 | FullAccounts · bulk data Nov 2023 | FullAccounts · bulk data Jul 2025 | FullAccounts · bulk data Jul 2025 |
How the business works
- Profit margin
- −11.4%
- Profit ÷ revenue.
- Gross margin
- −11.4%
- Gross profit ÷ revenue. High for software and services.
- Revenue per employee
- £78.5k
- Revenue ÷ average employees.
- Profit per employee
- −£9k
- Profit ÷ average employees.
- Cash conversion
- —
- Cash generated from operations ÷ operating profit. Needs a cash-flow statement.
- Fixed assets ÷ revenue
- —
- Capital intensity. Low = capital-light, cheaper to start.
- Deferred income ÷ revenue
- —
- Customers paying upfront (subscriptions, deposits). Approximate when combined with accruals.
- Debtors ÷ revenue
- —
- Money owed by customers. Low = customers pay quickly.
Balance-sheet signals
Year-on-year changes in filed balance-sheet items. They can hint at momentum (or investment) but are not revenue or profit and must not be read as such.
- Net assets
- ▼55%
- Now £7.5k
- Cash at bank
- ▼55%
- Now £7.5k
- Headcount
- ▼50%
- Now 1
- Deferred income
- —
- Now —
- Fixed assets
- —
- Now —
Sources
Latest figures from FullAccounts for the year to 31 Mar 2025 (profit −£9k), from the Companies House accounts bulk data published Jul 2025. Spotted an error? Request a correction.
Contains public sector information from Companies House licensed under the Open Government Licence v3.0. Data from Companies House, © Crown copyright. View the licence.