# Lifestyle Pensions And Investments Ltd

## Details

- **Company number:** [11361476](https://find-and-update.company-information.service.gov.uk/company/11361476)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 15 May 2018
- **Registered office:** THE PAVILIONS EDEN PARK, HAM GREEN, BRISTOL, BS20 0DD
- **Nature of business:** [64999](/sic/64999) Financial intermediation not elsewhere classified
- **Corporate group:** [S-O Mid Corp Limited](/group/82731) (403 companies)



## Officers

| Name | Role | Appointed | Resigned |
|---|---|---|---|
| CARTY, Anthony Valentine | director | 28 Nov 2025 |  |



## Control

| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Cbpe Capital Llp | ownership-of-shares-50-to-75-percent, voting-rights-75-to-100-percent | 28 Nov 2025 |  |
| Cbpe Capital X Gp Llp | ownership-of-shares-50-to-75-percent | 28 Nov 2025 |  |
| Mrs Tracey Atmore | ownership-of-shares-25-to-50-percent, voting-rights-25-to-50-percent | 15 May 2018 | 28 Nov 2025 |
| Mr Iain Atmore | ownership-of-shares-25-to-50-percent, voting-rights-25-to-50-percent | 15 May 2018 | 28 Nov 2025 |



## Accounts

| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 30 Nov 2025 | £229,516 | £279,366 | 2 |
| 30 Apr 2025 | £85,367 | £91,449 | 3 |
| 30 Apr 2024 | £83,621 | £60,111 | 4 |
| 30 Apr 2023 | £64,301 | £88,870 | 1 |
| 30 Apr 2022 | £63,588 | £100,727 | 1 |
| 30 Apr 2021 | £5,258 | £21,544 | 1 |
| 30 Apr 2020 | £4,035 | £20,043 | 2 |
| 30 Apr 2019 | £4,000 | £4,000 | - |



## Owned by

Lifestyle Pensions And Investments Ltd → [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 [London Private Wealth Limited](/company/04193875)
- [CARTY, Anthony Valentine](/person/5435891) - director at [Clifton Wealth Partnership Portishead Limited](/company/10878208)
- [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)



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- [Alternative Business Funding Limited](/company/09044377) (09044377)
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- [Clifton Connects Limited](/company/12819869) (12819869)
- [Clifton Consulting Ltd](/company/07207668) (07207668)
- [Clifton Wealth Partnership (Ipswich) Ltd](/company/02700622) (02700622)
- [Clifton Wealth Partnership Portishead Limited](/company/10878208) (10878208)