CLIFTON WEALTH PARTNERSHIP LTD

Active Bristol

Other activities auxiliary to insurance and pension funding

31 employees website.com
Financial services Other activities auxiliary to insurance and pension funding
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CLIFTON WEALTH PARTNERSHIP LTD

Other activities auxiliary to insurance and pension funding

Founded 10 Jan 2011 Active Bristol, England 31 employees website.com
Financial services Other activities auxiliary to insurance and pension funding

Previous Company Names

PLAN FOR LIFE WEALTH MANAGEMENT LIMITED 10 Jan 2011 — 15 May 2019
Accounts Submitted 28 Jan 2026 Next due 29 Jan 2027 9 months remaining
Confirmation Submitted 11 Jun 2025 Next due 12 Jun 2026 1 month remaining
Net assets £15M £15M 2025 year on year
Total assets £18M £8M 2025 year on year
Total Liabilities £3M £7M 2025 year on year
Charges 2
1 outstanding 1 satisfied

Contact & Details

Contact

Registered Address

69-71 Macrae Road Pill Bristol BS20 0DD England

Telephone

0800 000 0000

Email

info@example.com

Website

www.example.com

Full company profile for CLIFTON WEALTH PARTNERSHIP LTD (07487477), an active financial services company based in Bristol, England. Incorporated 10 Jan 2011. Other activities auxiliary to insurance and pension funding. View financials, directors, shareholders, and filings.

Business Summary

This company specializes in providing innovative solutions and services across multiple sectors.

Products & Services

consulting software analytics integration

Reports

Credit Report

In-depth credit score, financial analysis, risk assessment and company intelligence.

Financials

Financials

Period 1 Jan → 31 Dec 2025
Type Total Exemption Full
Next accounts 31 December 2026
Due by 30 September 2027 9 months

Balance Sheet & P&L (2013–2025)

Cash in Bank

£665.26k

Increased by £569.22k (+593%)

Net Assets

£15.27M

Increased by £15.05M (+7002%)

Total Liabilities

£2.62M

Decreased by £6.72M (-72%)

Turnover

£4.59M

Increased by £688.92k (+18%)

Employees

31

Increased by 9 (+41%)

Debt Ratio

15%

Decreased by 83 (-85%)

Financial History

Revenue, profit, EBITDA and key financial figures

2025
Dec Year End
2024
Dec Year End
P&L
Revenue
£142.3M
£128.7M
Gross Profit
£48.2M
£43.1M
Operating Profit
£22.4M
£19.8M
Net Profit
£18.1M
£15.9M
EBITDA
£31.5M
£28.2M
Assets
Cash
£24.7M
£21.3M
Total Assets
£89.4M
£82.1M
Liabilities
Total Liabilities
£45.2M
£41.8M
Key Metrics
Employees
1,247
1,156
Latest Revenue
£142.3M
Latest EBITDA
£31.5M
Cash Position
£24.7M

Funding

Fundraising & Grants

Funding Rounds 1

Investors (2)

Investor NameInvestor SinceParticipating Rounds
Investor 1Oct 2022Private Equity
Investor 2Oct 2022Private Equity

Share Capital

Share Capital

Share allotments and capital structure

4 Allotments 17,921,846 Shares £17.92m Total
Date FromShare ClassShares AllottedAmount RaisedPrice/Share
30 Sept 20251,690,400£1.69m£1
1 Sept 20251,942,946£1.94m£1
28 Feb 20255,288,500£5.29m£5.29m
26 Nov 20249,000,000£9.00m£1

Officers

Officers

2 active 1 resigned
Status
Ellis OrganDirectorEnglishEngland6224 Apr 2019Active
Thomas Edward ChambersSecretaryUnknownUnknown24 Apr 2019Active

Shareholders

Shareholders (1)

Clifton Asset Management Plc
100.0%
14,288,506

Persons with Significant Control

Persons with Significant Control (1)

1 Active 2 Ceased
Active
Notified 30 Apr 2023
Nature of Control
  • Ownership Of Shares 75 To 100 Percent,voting Rights 75 To 100 Percent,right To Appoint And Remove Directors

Clifton Ifa Acquisitions Ltd

Ceased 30 Apr 2023

Ceased

Russell Beesley

Ceased 24 Apr 2019

Ceased

Group Structure

Group Structure

CBPE CAPITAL LLP united kingdom
CBPE HOLDINGS LIMITED united kingdom
CBPE LIMITED united kingdom
CBPE CAPITAL X GP LLP united kingdom
CLIFTON WEALTH PARTNERSHIP LTD Current Company

Charges

Charges

1 outstanding 1 satisfied

Properties

Properties

0 total

No related properties

Documents

Company Filings

DateCategoryDescriptionDocument
28 Jan 2026OtherNotice of agreement to exemption from audit of accounts for period ending 30/04/25
28 Jan 2026OtherAudit exemption statement of guarantee by parent company for period ending 30/04/25
28 Jan 2026AccountsAnnual accounts filed
28 Jan 2026AccountsAnnual accounts made up to 30 Apr 2025
27 Oct 2025ResolutionResolutions
28 Jan 2026 Other

Notice of agreement to exemption from audit of accounts for period ending 30/04/25

28 Jan 2026 Other

Audit exemption statement of guarantee by parent company for period ending 30/04/25

28 Jan 2026 Accounts

Annual accounts filed

28 Jan 2026 Accounts

Annual accounts made up to 30 Apr 2025

27 Oct 2025 Resolution

Resolutions

Recent Activity

Latest Activity

Notice of agreement to exemption from audit of accounts for period ending 30/04/25

3 months ago on 28 Jan 2026

Audit exemption statement of guarantee by parent company for period ending 30/04/25

3 months ago on 28 Jan 2026

Annual accounts filed

3 months ago on 28 Jan 2026

Annual accounts made up to 30 Apr 2025

3 months ago on 28 Jan 2026

Resolutions

6 months ago on 27 Oct 2025