CLIFTON NASH LIMITED
💤Zombieactive
06995945 · ltd · incorporated 2009-08-20
Investment thesis
Zombie company — trading but stalled; unlikely mover.
Why interesting: Quiet, steady; could be a succession or carve-out candidate with the right conversation.
Why risky: No growth signal; thin margin for error on price.
🔒Estimated value
—
Upgrade to see
Turnover
—
not disclosed
Net worth
—
book net assets
Opportunity
74/100
Strong
What this business does
Primary activity: Financial intermediation not elsewhere classified
Sector: Financial & insurance
Investor take
PursueStrong opportunity: active trading company with strong profile and bankable structure.
Opportunity 74/100 (strong), bankability 75/100. High owner-dependency — earn-out structure likely required for clean transition. Share purchase looks the cleaner deal structure. Biggest value-creation lever: Broaden director team. Sole director creates succession risk and reduces buyer comfort. Appoint a second director or strong #2. Most likely exit: strategic trade sale (65/100).
Data confidence
Overall: medium (60/100)Adequate coverage. AI outputs are reliable for the sections scored high; verify the rest in diligence.
Company profile
address, 1 SIC codes, incorporation date
100
Financials
No iXBRL financials extracted
0
Lenders & charges
Confirmed no charges registered
85
Directors & officers
5 officers (1 active, 5 linked, 5 with DOB)
90
Ownership & PSC
1 active PSC(s) of 4 total, 4 with control declared
90
Director network
10 connected companies via shared directors
75
Filing history
73 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
74/100Strong
PassWatchWorth a lookStrongExceptional
Solid opportunity signal. Worth a dedicated memo and management meeting.
Business quality
70
Active, clean filings, stable charge profile.
Acquirability
55
Some acquirability indicators.
Risk profile
85
Few red flags.
Signal strength
90
Good data coverage for analysis.
Recent activity
Last 30 days
0
filings
Last 90 days
0
filings
Last 180 days
1
filing
- • 1 confirmation-statement
Counts from Companies House filing history.
Corporate timeline (33 events)Click to expand
- 2025-10-07📄accounts-with-accounts-type-audit-exemption-subsiduaryaccounts · AA
- 2025-10-07📄legacyaccounts · PARENT_ACC
- 2025-09-23📄legacyother · GUARANTEE2
- 2025-09-23📄legacyother · AGREEMENT2
- 2024-08-16📄termination-director-company-with-name-termination-dateofficers · TM01
- 2024-08-16📄termination-director-company-with-name-termination-dateofficers · TM01
- 2024-08-16📄change-person-director-company-with-change-dateofficers · CH01
- 2024-07-15📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2024-07-15📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2024-07-15📄change-account-reference-date-company-current-extendedaccounts · AA01
- 2024-07-15📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC02
- 2024-07-15📄termination-director-company-with-name-termination-dateofficers · TM01
- 2024-07-15📄appoint-person-director-company-with-name-dateofficers · AP01
- 2024-07-15📄appoint-person-director-company-with-name-dateofficers · AP01
- 2024-07-15📄appoint-person-director-company-with-name-dateofficers · AP01
- 2024-07-11➕HESKETH, David John Philip appointeddirector
- 2024-07-11➖DAVIES, John Anthony resigneddirector
- 2024-07-11➕HEPWORTH, Julie Suzanne appointeddirector
- 2024-07-11➖HEPWORTH, Julie Suzanne resigneddirector
- 2024-07-11➕WILKINSON, Ian Mitcheal appointeddirector
- 2024-07-11➖WILKINSON, Ian Mitcheal resigneddirector
- 2024-03-22📄second-filing-of-confirmation-statement-with-made-up-dateconfirmation-statement · RP04CS01
- 2024-03-22📄second-filing-of-confirmation-statement-with-made-up-dateconfirmation-statement · RP04CS01
- 2024-03-22📄second-filing-of-confirmation-statement-with-made-up-dateconfirmation-statement · RP04CS01
- 2024-03-22📄second-filing-of-confirmation-statement-with-made-up-dateconfirmation-statement · RP04CS01
- 2024-03-22📄second-filing-of-confirmation-statement-with-made-up-dateconfirmation-statement · RP04CS01
- 2024-03-22📄second-filing-of-confirmation-statement-with-made-up-dateconfirmation-statement · RP04CS01
- 2024-03-22📄second-filing-of-confirmation-statement-with-made-up-dateconfirmation-statement · RP04CS01
- 2024-03-22📄second-filing-of-confirmation-statement-with-made-up-dateconfirmation-statement · RP04CS01
- 2022-08-31➖WILCOX, Richard resigneddirector
- 2009-08-20🏢Company incorporatedAs CLIFTON NASH LIMITED
- 2009-08-20➕DAVIES, John Anthony appointeddirector
- 2009-08-20➕WILCOX, Richard appointeddirector
Owner dependency
75/100
High — earn-out structure requiredMaterial founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.
FACTORS
- +Sole director: Only one active director — all governance concentrated on one person.
Succession & seller-readiness
45/100
Moderate signalSome succession indicators present. Worth watching; approach if sector/strategy fits.
SIGNALS
- primarySole active director: Only one director in control. No visible successor — buyers solve the succession problem.
Red flags
cleanNo red flags detected from available public data. (This is not a clean bill of health — detailed accounts review still recommended.)
Group structure
Pfm Group Limited is the ultimate parent — holding 75%+ shares. This company sits inside their group.
🏛️ultimate parent
Pfm Group Limited
Corporate parent · holds 75-100% shares · board control
⬇
CLIFTON NASH LIMITED
This company · 06995945
Parent relationships inferred from Persons with Significant Control filings. Full subsidiary tree requires reverse-lookup (coming).
Shareholders & ownership
1 active beneficial owner · dominant holder ≥75%| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Pfm Group Limited Corporate entity | 75–100% | 75–100% | board control75-100% shares · 75-100% voting · board control | 11/07/2024 |
3 historic (ceased) PSCs
- Ms Victoria Georgeceased 01/12/2023· 25-50% shares · 25-50% voting
- Mr John Anthony Daviesceased 11/07/2024· 25-50% shares · 25-50% voting
- Mr Richard Wilcoxceased 31/08/2022· 25-50% shares · 25-50% voting
From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.
🔒Co-director network graph
Radial SVG graph showing every company connected via shared directors, colour-coded by status.
Available from the Pro tier upwards.
See pricing →Similar companies
Active · Financial services · PR postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| CLEAR GLASS HOLDING LTD→ 17123478 · est 2026 · no financials extracted | — | — | — | — | — | — | — |
| CLEARVIEW WEALTH PLANNING LIMITED→ 16958112 · est 2026 · no financials extracted | — | — | — | — | — | — | — |
| COUNTRYWIDE EQUITY RELEASE LIMITED→ 12827585 · est 2020 · no financials extracted | — | — | — | — | 5y | — | — |
| CROWN WEALTH MANAGEMENT LIMITED→ 05957611 · est 2006 · no financials extracted | — | — | — | — | 19y | — | — |
| CROWNE FINANCIAL SOLUTIONS LTD→ 14234027 · est 2022 · no financials extracted | — | — | — | — | 3y | — | — |
| CWD INVESTMENTS LTD→ 14569796 · est 2023 · no financials extracted | — | — | — | — | 3y | — | — |
| DAVID TOLSON PARTNERSHIP EOT LIMITED→ 16709890 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| DC FINANCIAL SERVICES LIMITED→ 10004401 · est 2016 · no financials extracted | — | — | — | — | 10y | — | — |
| DIGITAL BULL TRADING LIMITED→ 15685580 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| DOLPHIN FINANCIAL ADVICE LIMITED→ 06389359 · est 2007 · no financials extracted | — | — | — | — | 18y | — | — |
| DOMINION FINANCE LIMITED→ 02704712 · est 1992 · no financials extracted | — | — | — | — | 34y | — | — |
| DOMMARCIA SMITH LTD→ 09240716 · est 2014 · no financials extracted | — | — | — | — | 11y | — | — |
Peers ranked by estimated value, then turnover, then opportunity score.See all →
🔒Tailored diligence questions
7 specific questions generated from this company's actual signals — liquidity, leverage, director age, charge count, red flags, age-of-company.
Available from the Pro tier upwards.
See pricing →🔒Advanced scoring suite
Exit-route ranking, improvement thesis, quiet-distress detector, covenant-pressure proxy, extraction monitor, approaching triggers, ownership drift, local cluster, value trap, debt capacity, archetype classification — 48+ scoring modules.
Available from the Pro tier upwards.
See pricing →Company details
Statusactive
Typeltd
Incorporated2009-08-20
Jurisdictionengland-wales
Primary SIC64999 — Financial intermediation not elsewhere classified
Registered office
Lancaster House Ackhurst Business Park
Foxhole Road
Chorley
PR7 1NY
United Kingdom
Filing status
Accounts
Next due: 2026-09-30
Last made up to: 2024-12-31
Confirmation statement
Next due: 2026-12-18
Last: 2025-12-04
Officers (1 active · 4 resigned)
HESKETH, David John Philip→
Activedirector · ~45y · appointed 2024-07-11
View their other companies + combined net worth →
DAVIES, John Anthony→
Resigneddirector · ~65y · appointed 2009-08-20 · resigned 2024-07-11
HEPWORTH, Julie Suzanne→
Resigneddirector · ~52y · appointed 2024-07-11 · resigned 2024-07-11
WILCOX, Richard→
Resigneddirector · ~61y · appointed 2009-08-20 · resigned 2022-08-31
WILKINSON, Ian Mitcheal→
Resigneddirector · ~56y · appointed 2024-07-11 · resigned 2024-07-11
Click a director name to see their full track record across all companies.
Recent filings (73 total)
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-12-09
accounts-with-accounts-type-audit-exemption-subsiduary
accounts · AA
2025-10-07
legacy
accounts · PARENT_ACC
2025-10-07
legacy
other · GUARANTEE2
2025-09-23
legacy
other · AGREEMENT2
2025-09-23
confirmation-statement-with-updates
confirmation-statement · CS01
2024-12-13
termination-director-company-with-name-termination-date
officers · TM01
2024-08-16
termination-director-company-with-name-termination-date
officers · TM01
2024-08-16
change-person-director-company-with-change-date
officers · CH01
2024-08-16
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2024-07-15
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2024-07-15
change-account-reference-date-company-current-extended
accounts · AA01
2024-07-15
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC02
2024-07-15
termination-director-company-with-name-termination-date
officers · TM01
2024-07-15
appoint-person-director-company-with-name-date
officers · AP01
2024-07-15