# Clifton Wealth Partnership Portishead Limited

## Details

- **Company number:** [10878208](https://find-and-update.company-information.service.gov.uk/company/10878208)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 21 Jul 2017
- **Registered office:** THE PAVILIONS EDEN PARK, HAM GREEN, BRISTOL, BS20 0DD
- **Nature of business:** [66220](/sic/66220) Activities of insurance agents and brokers
- **Corporate group:** [S-O Mid Corp Limited](/group/82731) (403 companies)


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



## Accounts

| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 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 | - |



## Owned by

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




## Directors' other companies

- [CARTY, Anthony Valentine](/person/5435891) - director at [JRW Financial Management Ltd](/company/SC550645)
- [CARTY, Anthony Valentine](/person/5435891) - director at [Six Q Financial Planning Limited](/company/12543728)
- [CARTY, Anthony Valentine](/person/5435891) - director at [Cairn Independent Limited](/company/SC147311)
- [CARTY, Anthony Valentine](/person/5435891) - director at [Cairn Nexus Limited](/company/SC400409)
- [CARTY, Anthony Valentine](/person/5435891) - director at [Tailormade Financial Services Limited](/company/04423096)
- [CARTY, Anthony Valentine](/person/5435891) - director at [Lifestyle Pensions And Investments Ltd](/company/11361476)
- [CARTY, Anthony Valentine](/person/5435891) - director at [London Private Wealth Limited](/company/04193875)
- [CARTY, Anthony Valentine](/person/5435891) - director at [Capel Court Holdings Limited](/company/01953728)
- [CARTY, Anthony Valentine](/person/5435891) - director at [Capel Court Limited](/company/02686967)



## Companies at the same address

- [Alternative Business Funding Limited](/company/09044377) (09044377)
- [Banyard Independent Advice Services Ltd](/company/10423069) (10423069)
- [Capel Court Holdings Limited](/company/01953728) (01953728)
- [Capel Court Limited](/company/02686967) (02686967)
- [Clifton Asset Management Limited](/company/07206291) (07206291)
- [Clifton Compliance Services Ltd](/company/06529425) (06529425)
- [Clifton Connects Limited](/company/12819869) (12819869)
- [Clifton Consulting Ltd](/company/07207668) (07207668)
- [Clifton Wealth Partnership (Ipswich) Ltd](/company/02700622) (02700622)
- [Cutting & Carter Limited](/company/04073395) (04073395)