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Clifton Wealth Partnership Ltd

07487477

active
Private Limited Company
england wales
Companies House
Health Score
83 / 100

Healthy

25/30
Filing
20/30
Financial
38/40
Risk
  • No accounts filed in last 18 months (-5)
  • 1 outstanding charge (-2)

Details

69-71 MACRAE ROAD, BRISTOL, BS20 0DD
Incorporated 10/01/2011

Compliance

Last accounts

30/04/2025

audit exemption subsidiary

Next accounts due

29/01/2027

On track

Confirmation statement

Last: 29/05/2025

Due 12/06/2026

On track

Industry

66290
Other activities auxiliary to insurance and pension funding

Officers

Mr Thomas Edward Chambers

secretary · Since 24/04/2019

Mr Anthony Valentine Carty

director · Since 24/04/2019

COMPANY DIRECTOR

BRITISH · UNITED KINGDOM · Age 58

Also on 13 other boards

Mr Neil Greenaway

director · Since 24/04/2019

COMPANY DIRECTOR

BRITISH · UNITED KINGDOM · Age 55

Also on 16 other boards

Mr Ellis Organ

director · Since 24/04/2019

COMPANY DIRECTOR

ENGLISH · ENGLAND · Age 62

Also on 5 other boards

Persons with Significant Control

Clifton Asset Management Plc

75–100% shares
75–100% votes
Appoint directors

The Pavilions, 69-71 Macrae Road, Bristol, BS20 0DD

Reg: 07206291 · Companies House · Plc

Notified 30/04/2023

Former PSCs

Mr Russell Beesley

Ceased 24/04/2019

Clifton Ifa Acquisitions Ltd

Ceased 30/04/2023

Charges1 outstanding

Charge
outstanding

KROLL TRUSTEE SERVICES LIMITED AS SECURITY AGENT

Created 04/06/2025Registered 06/06/2025
Charge
satisfied

GROWTH LENDING 2021 LIMITED

Created 20/06/2022Registered 22/06/2022Satisfied 03/06/2025

CompanyRankvs 708+ SIC 66290 peers
57

Financial strength68th percentile among SIC peers · 17/25
Employees0th percentile among SIC peers · 0/15
LiquidityCurrent ratio 2.35× · 20/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
Outstanding charges -10
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708Clifton Wealth Partnership Ltd
67
How is this score calculated?
Financial strength17/25 pts

Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.

Employees0/15 pts

Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.

Liquidity20/20 pts

Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.

Longevity15/15 pts

One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.

Filing compliance15/15 pts

Full 15 points when both annual accounts and confirmation statement are filed on time. Points are deducted for each overdue filing.

Risk deductions

Outstanding charges: -10 pts

Maximum score is 100. Deductions apply for insolvency history, outstanding charges, going concern doubt, or disqualified officers.

Key FinancialsYear ending 31/01/2019

Net Worth

£40k

Balance sheet strength

Cash

£45k

Cash in the bank

Net Current Assets

£37k

Working capital

Current Assets

£47k

Current Liabilities

£20k

Fixed Assets

£3k

Debtors

£2k

Balance Sheet

Assets less current liabilities£40k

EstimatesDerived

YearCurrent Ratio
20192.35

Derived from filed accounts. Not audited figures.