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MIRROR PORTFOLIO MONITORING SERVICES LIMITED

Company
MIRROR PORTFOLIO MONITORING SERVICES LIMITED (08854032)

MIRROR PORTFOLIO MONITORING SERVICES

Phone: 01616 437 078
A⁺ rating

ABOUT MIRROR PORTFOLIO MONITORING SERVICES LIMITED

Rice Whatmough Crozier launched Mirror Portfolio Monitoring Services in 2014 as a partner company, using the expertise of RWC in portfolio monitoring to create an efficient and cost effective service. Each partner is professionally accredited and technically qualified in all aspects of investment monitoring having many years experience collectively.

Kathy has been working in financial services since 2000, firstly as a consultant with Arthur Anderson and then as a senior manager in Deloitte’s private client business.

Mirror Portfolio Monitoring Services Ltd. RWC House, 282 Heywood Old Road, Middleton, Manchester M24 4QG

Mirror Portfolio Monitoring Services Ltd is an appointed representative of Rice Whatmough Crozier LLP who are authorised

The Financial Ombudsman Service (FOS) is an agency for arbitrating of unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website

She sits on the practitioners group at STEP, helping promote and educate STEP members of the importance of benchmarking investment portfolios using the STEP member service of Trustee MPI. She also sits on the judging panel for the Portfolio Advisor Wealth Manager Awards.

Kathy has been working in financial services for the last 12 years firstly as a consultant with Arthur Andersen and then as a Senior Manager in Deloitte's private client business.

Mandy moved from the Personal Tax Department at Ernst & Young into Personal Financial Planning over 20 years ago. She also holds the PFS Diploma and is the firms specialist in Pension advice.

Following the sale of the Financial Management Business at Ernst & Young to Cavanagh in 2002 Mandy spent a number of years heading up the practice in Manchester before joining Deloitte Private Clients in 2005 as a Senior Manager. Whilst Mandy provides advice in many areas, she has a particular speciality in Pension Advice as well as Planning for Individuals.

KEY FINANCES

Year
2016
Assets
£28.57k ▼ £-9.23k (-24.42 %)
Cash
£24.19k ▼ £-7.11k (-22.72 %)
Liabilities
£14.81k ▲ £2.37k (19.04 %)
Net Worth
£13.76k ▼ £-11.6k (-45.74 %)

REGISTRATION INFO

Company name
MIRROR PORTFOLIO MONITORING SERVICES LIMITED
Company number
08854032
Status
Active
Categroy
Private Limited Company
Date of Incorporation
21 Jan 2014
Age - 9 years
Home Country
United Kingdom

CONTACTS

Website
mirrorpms.co.uk
Phones
01616 437 078
01616 556 240
Registered Address
RWC HOUSE 282 HEYWOOD OLD ROAD,
MIDDLETON,
MANCHESTER,
LANCS,
M24 4QG

ECONOMIC ACTIVITIES

64999
Financial intermediation not elsewhere classified

LAST EVENTS

31 Jan 2017
Confirmation statement made on 21 January 2017 with updates
25 May 2016
Total exemption small company accounts made up to 31 March 2016
09 Feb 2016
Annual return made up to 21 January 2016 with full list of shareholders Statement of capital on 2016-02-09 GBP 100

See Also


Last update 2018

MIRROR PORTFOLIO MONITORING SERVICES LIMITED DIRECTORS

Amanda Crozier

  Acting
Appointed
22 January 2014
Occupation
Director
Role
Director
Age
58
Nationality
British
Address
Rwc House, 282 Heywood Old Road, Middleton, Manchester, Lancs, England, M24 4QG
Country Of Residence
England
Name
CROZIER, Amanda

Jonathan James Rice

  Acting
Appointed
22 January 2014
Occupation
Director
Role
Director
Age
61
Nationality
British
Address
Rwc House, 282 Heywood Old Road, Middleton, Manchester, Lancs, England, M24 4QG
Country Of Residence
England
Name
RICE, Jonathan James

Katherine Teresa Whatmough

  Acting PSC
Appointed
22 January 2014
Occupation
Director
Role
Director
Age
55
Nationality
British
Address
Rwc House, 282 Heywood Old Road, Middleton, Manchester, Lancs, England, M24 4QG
Country Of Residence
England
Name
WHATMOUGH, Katherine Teresa
Notified On
6 April 2016
Nature Of Control
Ownership of shares – More than 25% but not more than 50%

Osker Heiman

  Resigned
Appointed
21 January 2014
Resigned
21 January 2014
Occupation
Company Formation 1st Director
Role
Director
Age
46
Nationality
British
Address
47 Bury New Road, Prestwich, Manchester, United Kingdom, M25 9JY
Country Of Residence
England
Name
HEIMAN, Osker

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