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Clifton Wealth Partnership Portishead Limited
Clifton Wealth Partnership Portishead Limited is an active company incorporated on 21 July 2017 with the registered office located in Bristol, Somerset. Clifton Wealth Partnership Portishead Limited was registered 8 years ago.
Watch Company
Status
Active
Active since
incorporation
Company No
10878208
Private limited company
Age
8 years
Incorporated
21 July 2017
Size
Micro
Turnover is under
£1M
Balance sheet is under
£500,000
Under
10 employees
Confirmation
Submitted
Dated
30 November 2024
(11 months ago)
Next confirmation dated
30 November 2025
Due by
14 December 2025
(1 month remaining)
Last change occurred
2 years 11 months ago
Accounts
Submitted
For period
1 Apr
⟶
28 Feb 2025
(11 months)
Accounts type is
Total Exemption Full
Next accounts for period
30 April 2025
Due by
31 January 2026
(3 months remaining)
Learn more about Clifton Wealth Partnership Portishead Limited
Contact
Update Details
Address
The Pavilions Eden Park
Ham Green
Bristol
BS20 0DD
United Kingdom
Address changed on
4 Mar 2025
(8 months ago)
Previous address was
Ground Floor Wessex House Pixash Lane Keynsham Bristol BS31 1TP England
Companies in BS20 0DD
Telephone
01207581241
Email
Unreported
Website
Alisondavisfinancial.co.uk
See All Contacts
People
Officers
5
Shareholders
3
Controllers (PSC)
1
Adrian James
Director • Welsh • Lives in England • Born in Mar 1970
Anthony Valentine Carty
Director • British • Lives in UK • Born in Jul 1967
Alison Mary Davis
Director • British • Lives in England • Born in May 1974
Neil Greenaway
Director • British • Lives in UK • Born in Nov 1970
Thomas Edward Chambers
Secretary
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Shareholders, PSCs & Group Structure
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Mutual Companies
Capel Court Holdings Limited
Neil Greenaway and Anthony Valentine Carty are mutual people.
Active
Capel Court Limited
Neil Greenaway and Anthony Valentine Carty are mutual people.
Active
London Private Wealth Limited
Neil Greenaway and Anthony Valentine Carty are mutual people.
Active
Tailormade Financial Services Limited
Neil Greenaway and Anthony Valentine Carty are mutual people.
Active
Clifton Wealth Partnership (Stroud) Ltd
Neil Greenaway is a mutual person.
Active
Mark Phillips Limited
Neil Greenaway is a mutual person.
Active
Clifton Wealth Partnership Ltd
Neil Greenaway is a mutual person.
Active
Funder Finder Ltd
Neil Greenaway is a mutual person.
Active
See All Mutual Companies
Financials
Net Assets, Total Assets & Total Liabilities (2018–2025)
Period Ended
28 Feb 2025
For period
28 Mar
⟶
28 Feb 2025
Traded for
11 months
Cash in Bank
£41.81K
Decreased by £1.27K (-3%)
Turnover
Unreported
Same as previous period
Employees
3
Same as previous period
Total Assets
£180.56K
Decreased by £16.25K (-8%)
Total Liabilities
-£42.15K
Decreased by £31.29K (-43%)
Net Assets
£138.42K
Increased by £15.04K (+12%)
Debt Ratio (%)
23%
Decreased by 13.97% (-37%)
See 10 Year Full Financials
Latest Activity
Accounting Period Shortened
3 Months Ago on 10 Jul 2025
Full Accounts Submitted
4 Months Ago on 30 Jun 2025
Accounting Period Shortened
8 Months Ago on 5 Mar 2025
Adrian James Resigned
8 Months Ago on 28 Feb 2025
Alison Mary Davis Resigned
8 Months Ago on 28 Feb 2025
Mr Anthony Valentine Carty Appointed
8 Months Ago on 28 Feb 2025
Mr Neil Greenaway Appointed
8 Months Ago on 28 Feb 2025
Mr Thomas Edward Chambers Appointed
8 Months Ago on 28 Feb 2025
Adrian James (PSC) Resigned
8 Months Ago on 28 Feb 2025
Alison Mary Davis (PSC) Resigned
8 Months Ago on 28 Feb 2025
Get Alerts
Get Credit Report
Discover Clifton Wealth Partnership Portishead Limited's Credit Score, how much credit you can offer them, and how likely they are to repay you
See All Credit Score & Limits
Documents
Previous accounting period shortened from 28 February 2026 to 30 April 2025
Submitted on 10 Jul 2025
Total exemption full accounts made up to 28 February 2025
Submitted on 30 Jun 2025
Cessation of Alison Mary Davis as a person with significant control on 28 February 2025
Submitted on 5 Mar 2025
Appointment of Mr Anthony Valentine Carty as a director on 28 February 2025
Submitted on 5 Mar 2025
Cessation of Adrian James as a person with significant control on 28 February 2025
Submitted on 5 Mar 2025
Termination of appointment of Alison Mary Davis as a director on 28 February 2025
Submitted on 5 Mar 2025
Appointment of Mr Neil Greenaway as a director on 28 February 2025
Submitted on 5 Mar 2025
Termination of appointment of Adrian James as a director on 28 February 2025
Submitted on 5 Mar 2025
Previous accounting period shortened from 31 March 2025 to 28 February 2025
Submitted on 5 Mar 2025
Appointment of Mr Thomas Edward Chambers as a secretary on 28 February 2025
Submitted on 5 Mar 2025
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Repayment History
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