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Clifton Wealth Partnership Portishead Limited

10878208

active
Private Limited Company
england wales
Companies House
Health Score
90 / 100

Healthy

30/30
Filing
20/30
Financial
40/40
Risk

No risk factors detected.

Details

THE PAVILIONS EDEN PARK, BRISTOL, BS20 0DD
Incorporated 21/07/2017

Compliance

Last accounts

30/04/2025

audit exemption subsidiary

Next accounts due

31/01/2027

On track

Confirmation statement

Last: 30/11/2025

Due 14/12/2026

On track

Industry

66220
Activities of insurance agents and brokers

Officers

Mr Thomas Edward Chambers

secretary · Since 28/02/2025

Mr Anthony Valentine Carty

director · Since 28/02/2025

DIRECTOR

BRITISH · UNITED KINGDOM · Age 58

Also on 9 other boards

Mr Neil Greenaway

director · Since 28/02/2025

DIRECTOR

BRITISH · UNITED KINGDOM · Age 55

Also on 16 other boards

Persons with Significant Control

Clifton Asset Management Ltd

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

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

Reg: 07206291 · England · Limited Company

Notified 28/02/2025

Former PSCs

Miss Alison Mary Davis

Ceased 28/02/2025

Mr Adrian James

Ceased 28/02/2025

CompanyRankvs 1765+ SIC 66220 peers
68

Financial strength82th percentile among SIC peers · 21/25
Employees71th percentile among SIC peers · 11/15
LiquidityCurrent ratio 1.44× · 12/20
Longevity9 years trading (max 15) · 9/15
Filing complianceAll filings up to date · 15/15
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How is this score calculated?
Financial strength21/25 pts

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

Employees11/15 pts

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

Liquidity12/20 pts

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

Longevity9/15 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.

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

Key FinancialsYear ending 28/02/2025

Net Worth

£138k

Balance sheet strength

Cash

£42k

Cash in the bank

Net Current Assets

£18k

Working capital

Current Assets

£60k

Current Liabilities

£42k

Fixed Assets

£120k

Debtors

£19k

3avg. employees

Tax at Year End

Corp tax£41k

Balance Sheet

Intangible assets£120k
Assets less current liabilities£139k
Prepared with CCH Software

EstimatesDerived

YearCurrent RatioImplied Profit
20251.44+£15k
20240.68-£25k
20230.58
20220.38
20210.22+£62k
20200.09-£3k
20191.28

Derived from filed accounts. Not audited figures.