Portal Broking Group
Reference number: 972761
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Appointed representative
This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.
- Appointed for 4 years
- Protected through the principal
- No FCA actions
- Active company since 2022
- Accounts filed up to 31 December 2025
Responsible principal firm
MARK RICHARD (BROKERS) LIMITED Reference number: 305499 View firm →What does this mean?
- An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
- Portal Broking Group (FRN 972761) is an AR of MARK RICHARD (BROKERS) LIMITED (FRN 305499). When you use Portal Broking Group's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Portal Broking Group, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
- Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
Website, phone number and address
Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.
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Phone number
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Address
1 Portal Business Park, Eaton Lane, Tarporley, Cheshire, CW6 9DL, United Kingdom
In the full report: 3 background checks
- When portalinsurance.co.uk first appeared online, and whether it can receive email
- What kind of line 07796 022535 is
- Who else gives the postcode CW6 9DL
FCA permissions and consumer protection
- Protection through the principal firmProtection works through Mark Richard (Brokers) Limited, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
- Complaints Ombudsman, freeYou can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
FCA disciplinary action and complaints
No FCA disciplinary action.
The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.
Companies House record
The company behind the firm: its status, age, registered office and directors.
- Company name
- PORTAL BROKING GROUP LIMITED
- Company number
- 13943497 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 28 February 2022 (4 years old)
- Registered office
- Ground Floor 1 Portal Business Park, Eaton Lane, Tarporley, Cheshire, CW6 9DL, United Kingdom
- Nature of business
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- Activities of insurance agents and brokers (SIC 66220)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Louise Graham | Director | Feb 1976 | 28 Feb 2022 | None |
| Janet Munnelly | Director | May 1968 | 28 Feb 2022 | None |
| Jason Munnelly | Director | Oct 1971 | 28 Feb 2022 | None |
| MARK RICHARD (BROKERS) LIMITED | Corporate director | Not published | 28 Nov 2025 | None |
In the full report: every company its directors have run
- Confirmation that these 4 directors run no other company
Filed accounts and finances
Net assets
£19.2k
−81% from £100k
Cash at bank
£100k
+72% from £58.2k
Employees (average)
3
Same as 3
Owed within a year
£340k
Up £315k from £24.9k
Assets and liabilities
In the full report: all 4 years of accounts
- Every year from 2023 to 2025
- The chart, over every year
- Every filed figure, year by year
About these figures
- Turnover
- Money taken from sales in the year, before any costs.
- Profit before tax
- What was left after the year’s costs, before corporation tax. A minus figure is a loss.
- Net assets, or total equity
- Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
- Total assets and total liabilities
- Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
- Cash at bank
- Money in the company’s accounts on the last day of the year.
- Owed within a year, owed after a year
- Debts and bills due in the next twelve months, and those due later.
There is no turnover or profit: small companies do not have to publish them.
Accounts filed at Companies House for company 13943497. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.
Key dates in its history
Portal Broking Group’s history from the FCA register and Companies House, newest first.
2025
28 November 2025
- Jason Munnelly gave up control
- Mark Richard (Brokers) Limited took control (75–100% of shares)
Companies House
2022
24 March 2022
- Became an appointed representative
FCA register
28 February 2022
- Incorporated at Companies House
- Jason Munnelly took control (75–100% of shares)
Companies House
In the full report: all 8 events
- All 8 events in its history (5 shown here)
- Every director appointment and resignation: 3
Firms connected to Portal Broking Group
Other FCA-listed firms that share a director, phone number or address with Portal Broking Group. A link shows who the firm is tied to, not whether either can be trusted.
- connected firms
- 2
- share its postcode
- 2
In the full report: all 2 connected firms, named
- How each is linked: the same postcode (2)
- Who links each one: the named directors, with dates
Firms like Portal Broking Group
Other firms of the same type (insurance broker), nearest first.
In Tarporley
Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.
Get the full report on Portal Broking Group
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- Every company its directors have run, named
- 3 background checks on its contact details
- 4 years of accounts, charted
- All 8 events in its history
- 2 connected firms, named, and who links them
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Frequently asked questions about this firm
Is Portal Broking Group FCA authorised?
What does appointed representative mean for Portal Broking Group?
What is Portal Broking Group’s phone number and website?
Is Portal Broking Group a scam or clone?
Is my money safe with Portal Broking Group?
Who owns Portal Broking Group?
Who runs Portal Broking Group?
How long has Portal Broking Group been in business?
What do Portal Broking Group’s latest accounts show?
Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk