Clifton Wealth Partnership Ltd
- Company number
- 07487477
- Status
- Active
- Type
- Private Limited Company
- Incorporated
- 10 Jan 2011
- Nature of business
- Other activities auxiliary to insurance and pension funding
- Corporate group
- S-O Mid Corp Limited (397 companies)
Registered office
Previous names
- Plan For Life Wealth Management Limited (until 15 May 2019)
Officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| SHALTIEL, Yaakov, Dr | Director | 10 Jan 2011 | 10 Jan 2011 |
| BEESLEY, Anna Ruth | Director | 16 Jan 2012 | 1 Feb 2013 |
| BEESLEY, Anna Ruth | Director | 18 Aug 2018 | 24 Apr 2019 |
| BEESLEY, Russell Edward | Director | 10 Jan 2011 | 24 Apr 2019 |
| CHAMBERS, Thomas Edward | Secretary | 24 Apr 2019 | |
| GREENAWAY, Neil | Director | 24 Apr 2019 | |
| ORGAN, Ellis | Director | 24 Apr 2019 | |
| CARTY, Anthony Valentine | Director | 24 Apr 2019 |
Control
| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Mr Russell Beesley | Ownership Of Shares 75 To 100 Percent | 6 Apr 2016 | 24 Apr 2019 |
| Clifton Ifa Acquisitions Ltd | Ownership Of Shares 75 To 100 Percent Voting Rights 75 To 100 Percent Right To Appoint And Remove Directors |
24 Apr 2019 | 30 Apr 2023 |
| Clifton Asset Management Limited | Ownership Of Shares 75 To 100 Percent Voting Rights 75 To 100 Percent Right To Appoint And Remove Directors |
30 Apr 2023 |
Accounts
| Year ended | Net assets | Cash |
|---|---|---|
| 30 Apr 2025 | - | - |
| 30 Apr 2024 | - | - |
| 30 Apr 2023 | - | - |
| 30 Apr 2022 | - | - |
| 30 Apr 2021 | - | - |
| 30 Apr 2020 | - | - |
| 31 Jan 2019 | £40,068 | £44,839 |
| 31 Jan 2018 | £41,936 | £55,861 |
| 31 Jan 2017 | £52,161 | £67,630 |
| 31 Jan 2016 | £37,323 | £39,218 |
| 31 Jan 2015 | £41,641 | £71,814 |
| 31 Jan 2014 | £13,210 | £21,604 |
| 31 Jan 2013 | £31,306 | £38,434 |
| 31 Jan 2012 | £11,255 | £7,750 |
Connections
Owned by
Clifton Wealth Partnership Ltd → Clifton Asset Management Limited → Cbpe Capital LLP
Directors’ other companies
- CARTY, Anthony Valentine - Director at Clifton Wealth Partnership (Ipswich) Ltd
- GREENAWAY, Neil - Director at Capel Court Holdings Limited
- GREENAWAY, Neil - Director at Capel Court Limited
- GREENAWAY, Neil - Director at Clifton Wealth Partnership (Ipswich) Ltd
- ORGAN, Ellis - Director at Eden Office Park Management Company Limited