Verified AccountantsUK firms, verified against the public record

Portfolio Accountants Ltd

Chartered Accountants in Timothy's Bridge Rd, Stratford-upon-Avon CV37

Verified & RegulatedTrust Score72/100Strong

Companies House: 067759829 Shottery Brook Office Park, Timothys Bridge Road, Stratford-upon-Avon, CV37 9NRData updated 07 Jul 2026

Formerly known asBonacc Limited

In the local market

Portfolio Accountants Ltd is one of 31 accountancy practices we verify in Stratford-Upon-Avon. It is one of only 8 ICAEW-regulated firms among them, rather than under the default HMRC scheme.

Verified Accountants assessment

Portfolio Accountants Ltd is a UK limited company based in Stratford-upon-Avon, incorporated in 2008 and trading for 18 years.It was previously known as Bonacc Limited.

Public records confirm it is anti-money-laundering supervised by ICAEW, a member firm of ICAEW, and running a confirmed website. Its most recent filed accounts, for the year to 30 Jun 2024, report net assets of £202,361, down from £203,035 the year before.

How we verify →

Verification record and Trust Score

72/100

Trust Score

Strong
Public record
AML supervised · ICAEW
Active company
Filing compliant
Trading 17 years
Professional qualification
  • ICAEW
  • ACCA
  • AAT
Contact
Websitepending
Phone
Email

The Trust Score is the share of the applicable public signals we have verified, scored out of 100 - fully deterministic, never subjective. How it is scored, and every signal's points →

Companies HouseActiveno. 06775982 (opens in new tab)incorporated 2008Companies House · checked 07 Jul
Registered activity
  • SIC 69201 - Accounting and auditing
  • SIC 69202 - Bookkeeping
The business activity the firm registered with Companies House (its Standard Industrial Classification).Companies House · checked 07 Jul
Filing complianceAccounts overduelast accounts 30 Jun 2024 (opens in new tab)conflict Companies House · checked 07 Jul
Professional bodyMember firm of ICAEWInstitute of Chartered Accountants in England and Wales (ICAEW) is a UK professional accountancy body. Member firms must meet its qualification and conduct standards and can be disciplined by it.firm website · checked 30 Jul
Anti-money-launderingSupervised by ICAEWICAEW is one of the professional bodies approved to supervise accountants for anti-money-laundering. Every UK accountant must be supervised, by HMRC or an approved professional body, so this confirms the firm is monitored and operating legitimately.firm website · checked 30 Jul
Sources: Companies House (opens in new tab), firm website (opens in new tab)
Own this firm? Claim or enhance your listing. Get in touch to claim or update this listing

Message this firm

Send an enquiry and we will pass it to Portfolio Accountants Ltd. No account needed - just your contact details and what you need help with.

We share your message with this firm to answer your enquiry.

Addresses

Registered office Companies House
9 Shottery Brook Office Park, Timothys Bridge Road, Stratford-upon-Avon, CV37 9NR
Office Google Business Profile
3, The Courtyard, Timothy's Bridge Rd, Stratford-upon-Avon, CV37 9NP

The registered office is the firm's address on the Companies House register; the office is the trading address on its confirmed Google Business Profile. They can differ.

People at Portfolio Accountants Ltd

Directors and officers (1)

  • HOLLES, Adrian PeterDirector · since 2020

Source: Companies House register (opens in new tab).

Financials (as filed)

Companies House filing history (opens in new tab) | 2013 to 2024
Net assets
£202k
as at 30 Jun 2024-£674 vs 2023
Current assets
£355k
as at 30 Jun 2024+£126k vs 2023
Average employees
10
as at 30 Jun 2024
Current assets (cash, debtors, other) and net assets by year, in £. Latest year first.
20242023202120202019201820172016201520142013
CashDebtorsOtherNet assets
Full figures
As filed30 Jun 202430 Jun 202331 Dec 202131 Dec 202031 Dec 201931 Dec 201831 Dec 201731 Dec 201631 Dec 201531 Dec 201431 Dec 2013
Average employees101010433443
Net assets£202,361£203,035£202,505£201,507-£1,029-£3,365£325£6,590£7,420-£3,906-£15,486
Cash at bank£15,523£209-£74£2,595£1,726£4,872£2,325£1,090
Current assets£354,764£229,080£132,724£70,295£6,762£791£10,330£7,726£6,821£2,825£1,660
Fixed assets£252,737£278,590£315,060£350,228£2,682
Debtors£51,224£9,522£6,553£865£7,735£6,000£1,949£500£570
Shareholders equity£202,361£203,035£202,505£201,507-£1,029-£3,365£325£6,590£7,420

Figures as reported in this firm's accounts filed at Companies House. Net assets is total assets less what the company owes; a figure below zero means recorded liabilities exceed assets. Small companies may file abbreviated accounts that omit turnover and profit. Public record, reproduced as facts.

Timeline

  1. 2008Company incorporated
  2. 2024Latest accounts filed
  3. 2026Verified on this directory

Frequently asked questions

Is Portfolio Accountants Ltd a regulated accountant?

Yes. Portfolio Accountants Ltd is a member firm of ICAEW, and is supervised for anti-money-laundering by ICAEW. Every UK accountant must be supervised for anti-money-laundering, by HMRC or an approved professional body, so this confirms the firm is authorised to practise and monitored for compliance.

Is Portfolio Accountants Ltd a chartered accountant?

Yes. Portfolio Accountants Ltd is a member firm of ICAEW, so it can use the title Chartered Accountants. "Chartered" and "Chartered Certified" are legally protected UK terms that only members of these bodies may use.

Where is Portfolio Accountants Ltd based?

Portfolio Accountants Ltd's registered office is 9 Shottery Brook Office Park, Timothys Bridge Road, Stratford-upon-Avon, CV37 9NR, but it trades from 3, The Courtyard, Timothy's Bridge Rd, Stratford-upon-Avon, CV37 9NP (from its confirmed Google Business Profile). A registered office is the address on the Companies House register and can differ from where a firm actually works.

How long has Portfolio Accountants Ltd been established?

Portfolio Accountants Ltd was incorporated at Companies House in 2008, so it has been on the register for about 18 years. A longer trading history is one sign of an established, accountable firm, though a newer firm is not necessarily less capable.

How do you verify Portfolio Accountants Ltd?

We build this record only from public, authoritative sources - for this firm, Companies House and firm website, and stamp every claim with its source and the date we last checked it. We show only what we can verify and say so plainly when we cannot. How we verify →

How is the Trust Score calculated?

The Trust Score is fully deterministic: fixed points for public, verified signals - an active company, anti-money-laundering supervision, filing compliance, a confirmed website and trading history. Portfolio Accountants Ltd scores 72/100. Nothing in the score is subjective, and every rule is listed on this page. How we verify →

Explore nearby

Weighing up your options?

Compare every verified accountant in Stratford-upon-Avon

Prefer a Xero specialist?

Need payroll sorted too?

Choosing an accountant