# Clifton Wealth Partnership Ltd

## Details

- **Company number:** [07487477](https://find-and-update.company-information.service.gov.uk/company/07487477)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 10 Jan 2011
- **Registered office:** 69-71 MACRAE ROAD, PILL, BRISTOL, BS20 0DD
- **Nature of business:** [66290](/sic/66290) Other activities auxiliary to insurance and pension funding
- **Corporate group:** [S-O Mid Corp Limited](/group/82731) (402 companies)


## 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 |
|---|---|---|
| 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 |



## Owned by

Clifton Wealth Partnership Ltd → [Clifton Asset Management Limited](/company/07206291) → [Cbpe Capital LLP](/company/OC305899)




## Directors' other companies

- [CARTY, Anthony Valentine](/person/6183953) - director at [Banyard Independent Advice Services Ltd](/company/10423069)
- [CARTY, Anthony Valentine](/person/6183953) - director at [Clifton Wealth Partnership (Ipswich) Ltd](/company/02700622)
- [CARTY, Anthony Valentine](/person/6183953) - director at [Wilcox Financial Planning Ltd](/company/09325230)
- [GREENAWAY, Neil](/person/5435892) - director at [Banyard Independent Advice Services Ltd](/company/10423069)
- [GREENAWAY, Neil](/person/5435892) - director at [Capel Court Limited](/company/02686967)
- [GREENAWAY, Neil](/person/5435892) - director at [Capel Court Holdings Limited](/company/01953728)
- [GREENAWAY, Neil](/person/5435892) - director at [Clifton Wealth Partnership (Ipswich) Ltd](/company/02700622)
- [GREENAWAY, Neil](/person/5435892) - director at [Wilcox Financial Planning Ltd](/company/09325230)
- [ORGAN, Ellis](/person/5416325) - director at [Eden Office Park Management Company Limited](/company/04339507)