Clifton Wealth Partnership Portishead Limited
- Company number
- 10878208
- Status
- Active
- Type
- Private Limited Company
- Incorporated
- 21 Jul 2017
- Nature of business
- Activities of insurance agents and brokers
- Corporate group
- S-O Mid Corp Limited (402 companies)
Registered office
Previous names
- Pure Advanced Financial Planning Ltd (until 28 Oct 2023)
Officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| CARTY, Anthony Valentine | Director | 28 Feb 2025 |
Control
| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Mr Adrian James | Ownership Of Shares 25 To 50 Percent Voting Rights 25 To 50 Percent |
3 Apr 2022 | 28 Feb 2025 |
| Miss Alison Mary Davis | Ownership Of Shares 25 To 50 Percent Voting Rights 25 To 50 Percent |
21 Jul 2017 | 28 Feb 2025 |
| Clifton Asset Management Ltd | Ownership Of Shares 75 To 100 Percent Voting Rights 75 To 100 Percent Right To Appoint And Remove Directors |
28 Feb 2025 |
Accounts
| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 30 Apr 2025 | - | - | - |
| 28 Feb 2025 | £138,416 | £41,810 | 3 |
| 31 Mar 2024 | £123,374 | £43,084 | 3 |
| 31 Mar 2023 | £148,260 | £10,970 | 2 |
| 31 Mar 2022 | - | £31,409 | 2 |
| 31 Mar 2021 | £67,335 | £19,689 | 1 |
| 31 Mar 2020 | £5,086 | £20,209 | - |
| 31 Mar 2019 | £7,807 | £29,139 | 1 |
| 31 Mar 2018 | - | £3,100 | - |
Connections
Owned by
Clifton Wealth Partnership Portishead Limited → Clifton Asset Management Limited → Cbpe Capital LLP
Directors’ other companies
- CARTY, Anthony Valentine - Director at JRW Financial Management Ltd
- CARTY, Anthony Valentine - Director at Six Q Financial Planning Limited
- CARTY, Anthony Valentine - Director at Cairn Independent Limited
- CARTY, Anthony Valentine - Director at Cairn Nexus Limited
- CARTY, Anthony Valentine - Director at Tailormade Financial Services Limited
- CARTY, Anthony Valentine - Director at Lifestyle Pensions And Investments Ltd
- CARTY, Anthony Valentine - Director at London Private Wealth Limited
- CARTY, Anthony Valentine - Director at Capel Court Holdings Limited
- CARTY, Anthony Valentine - Director at Capel Court Limited
Companies at the same address
- Alternative Business Funding Limited (09044377)
- Banyard Independent Advice Services Ltd (10423069)
- Capel Court Holdings Limited (01953728)
- Capel Court Limited (02686967)
- Clifton Asset Management Limited (07206291)
- Clifton Compliance Services Ltd (06529425)
- Clifton Connects Limited (12819869)
- Clifton Consulting Ltd (07207668)
- Clifton Wealth Partnership (Ipswich) Ltd (02700622)
- Cutting & Carter Limited (04073395)