CLIFTON WEALTH PARTNERSHIP LTD
🌳Matureactive
07487477 · ltd · incorporated 2011-01-10
Investment thesis
Established operating company — standard diligence applies, no dominant angle.
Why interesting: Live, filing, normal profile.
Why risky: No standout signals in either direction.
Opportunity decay
approaching window · 12-months
Approaching a transaction window — refinance or sale event plausible in the next 12 months.
- · Oldest live charge 4.0y old — refinance window within 12 months
🔒Estimated value
—
Upgrade to see
Turnover
—
not disclosed
Net worth
—
book net assets
Opportunity
71/100
Strong
What this business does
Primary activity: Other activities auxiliary to insurance and pension funding
Sector: Financial & insurance
Investor take
Pass (distressed without resilience)Distressed active trading company — structural issues outweigh the discount.
Opportunity 71/100 (strong), bankability 65/100. Share purchase looks the cleaner deal structure. Biggest value-creation lever: Resolve: Confirmation statement overdue. Annual confirmation statement not filed on time. Required statutory filing — overdue is a strong discipline signal. Most likely exit: strategic trade sale (73/100).
🏦
Refinance opportunity
2 live charges · 2 lenders · oldest 4.0y
60/100
clean up first
Refinance viable after a tidy-up — address the highlighted items first.
- · Charge age ~4.0 years — mid-life; refi window approaching.
- · Two lenders — manageable, but coordination required.
- · Legal-friction score 15/100 — clean.
Data confidence
Overall: medium (61/100)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
2 charges (2/2 with lender, 2/2 with type)
90
Directors & officers
8 officers (4 active, 8 linked, 7 with DOB)
88
Ownership & PSC
1 active PSC(s) of 3 total, 3 with control declared
90
Director network
21 connected companies via shared directors
90
Filing history
68 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
71/100Strong
PassWatchWorth a lookStrongExceptional
Solid opportunity signal. Worth a dedicated memo and management meeting.
Business quality
60
Adequate — check latest filings for context.
Acquirability
70
Strong succession / seller-readiness signals.
Risk profile
67
Some moderate concerns — review flags.
Signal strength
100
Good data coverage for analysis.
Recent activity
Last 30 days
1
filing
- • 1 persons-with-significant-control
Last 90 days
1
filing
- • 1 persons-with-significant-control
Last 180 days
5
filings
- • 2 accounts
- • 2 other
- • 1 persons-with-significant-control
Counts from Companies House filing history.
Corporate timeline (38 events)Click to expand
- 2026-06-08📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC05
- 2026-01-28📄accounts-with-accounts-type-audit-exemption-subsiduaryaccounts · AA
- 2026-01-28📄legacyaccounts · PARENT_ACC
- 2026-01-28📄legacyother · GUARANTEE2
- 2026-01-28📄legacyother · AGREEMENT2
- 2025-10-27📄capital-allotment-sharescapital · SH01
- 2025-10-27📄resolutionresolution · RESOLUTIONS
- 2025-09-19📄resolutionresolution · RESOLUTIONS
- 2025-09-18📄capital-allotment-sharescapital · SH01
- 2025-06-06📄mortgage-create-with-deed-with-charge-number-charge-creation-datemortgage · MR01
- 2025-06-04🔒Charge registered #2Lender: Kroll Trustee Services Limited as Security Agent
- 2025-06-03📄mortgage-satisfy-charge-fullmortgage · MR04
- 2025-06-03🔓Charge satisfied #1
- 2025-05-01📄capital-allotment-sharescapital · SH01
- 2025-04-19📄gazette-filings-brought-up-to-dategazette · DISS40
- 2025-04-16📄accounts-with-accounts-type-fullaccounts · AA
- 2025-04-01📄gazette-notice-compulsorygazette · GAZ1
- 2024-12-28📄resolutionresolution · RESOLUTIONS
- 2024-12-19📄capital-allotment-sharescapital · SH01
- 2024-07-29📄accounts-with-accounts-type-fullaccounts · AA
- 2024-04-25📄change-account-reference-date-company-previous-shortenedaccounts · AA01
- 2023-06-07📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2023-06-05📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC02
- 2023-04-17📄memorandum-articlesincorporation · MA
- 2022-06-20🔒Charge registered #1Lender: Growth Lending 2021 Limited
- 2019-04-24➕CHAMBERS, Thomas Edward appointedsecretary
- 2019-04-24➕CARTY, Anthony Valentine appointeddirector
- 2019-04-24➕GREENAWAY, Neil appointeddirector
- 2019-04-24➕ORGAN, Ellis appointeddirector
- 2019-04-24➖BEESLEY, Anna Ruth resigneddirector
- 2019-04-24➖BEESLEY, Russell Edward resigneddirector
- 2018-08-18➕BEESLEY, Anna Ruth appointeddirector
- 2013-02-01➖BEESLEY, Anna Ruth resigneddirector
- 2012-01-16➕BEESLEY, Anna Ruth appointeddirector
- 2011-01-10🏢Company incorporatedAs CLIFTON WEALTH PARTNERSHIP LTD
- 2011-01-10➕BEESLEY, Russell Edward appointeddirector
- 2011-01-10➕SHALTIEL, Yaakov, Dr appointeddirector
- 2011-01-10➖SHALTIEL, Yaakov, Dr resigneddirector
Owner dependency
58/100
Moderate — manageable with handoverSome founder dependency, but not acute. A structured handover period should cover most risk.
FACTORS
- +Senior director age: Director aged approximately 63 — approaching natural succession window.
Succession & seller-readiness
60/100
Strong succession signalMultiple signals suggest succession is on the horizon. Candidate for proactive outreach.
SIGNALS
- primaryFounder aged 63+: Senior director is approximately 63. Approaching typical UK retirement age — succession thinking likely.
- secondaryStable-but-static management: Company is 15 years old and no new directors in the last 3 years — succession not yet being planned internally.
Red flags
1 high ·Confirmation statement overdue
highAnnual confirmation statement not filed on time. Required statutory filing — overdue is a strong discipline signal.
Evidence: Next due: 2026-06-12
Group structure
Clifton Asset Management Limited is the ultimate parent — holding 75%+ shares. This company sits inside their group.
🏛️ultimate parent
Clifton Asset Management Limited
Corporate parent · holds 75-100% shares · board control
⬇
CLIFTON WEALTH PARTNERSHIP LTD
This company · 07487477
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 |
|---|---|---|---|---|
Clifton Asset Management Limited Corporate entity | 75–100% | 75–100% | board control75-100% shares · 75-100% voting · board control | 30/04/2023 |
2 historic (ceased) PSCs
- Clifton Ifa Acquisitions Ltdceased 30/04/2023· 75-100% shares · 75-100% voting · board control
- Mr Russell Beesleyceased 24/04/2019· 75-100% shares
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 · BS postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| CAPITAL EQUIPMENT FINANCE LTD→ 09264050 · est 2014 · no financials extracted | — | — | — | — | 11y | — | — |
| CARDIFF UNIVERSITY PENSION FUND TRUSTEE LIMITED→ 16886100 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| CENTIVA CAPITAL UK LTD→ 12306117 · est 2019 · no financials extracted | — | — | — | — | 6y | — | — |
| CF GENERAL PARTNER LIMITED→ 12025521 · est 2019 · no financials extracted | — | — | — | — | 6y | — | — |
| CGL CONSULTING GROUP LTD→ 16767287 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| CHALLENGER FINANCIAL ADVISERS LIMITED→ 17038611 · est 2026 · no financials extracted | — | — | — | — | — | — | — |
| CJ HOLE FINANCIAL SERVICES LTD→ 16102317 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| CLEARORBIT LIMITED→ 05457469 · est 2005 · no financials extracted | — | — | — | — | 20y | — | — |
| CLEEVE FINANCIAL PLANNING LIMITED→ 12056508 · est 2019 · no financials extracted | — | — | — | — | 6y | — | — |
| CLIFTON COMPLIANCE SERVICES LTD→ 06529425 · est 2008 · no financials extracted | — | — | — | — | 18y | — | — |
| CLIFTON WEALTH PARTNERSHIP PORTISHEAD LIMITED→ 10878208 · est 2017 · no financials extracted | — | — | — | — | 8y | — | — |
| CM INVESTMENT HOLDINGS LTD→ 16509649 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
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
Incorporated2011-01-10
Jurisdictionengland-wales
Primary SIC66290 — Other activities auxiliary to insurance and pension funding
Registered office
69-71 Macrae Road
Pill
Bristol
BS20 0DD
England
Filing status
Accounts
Next due: 2027-01-29
Last made up to: 2025-04-30
Confirmation statement
Next due: 2026-06-12OVERDUE
Last: 2025-05-29
Officers (4 active · 4 resigned)
CHAMBERS, Thomas Edward→
Activesecretary · appointed 2019-04-24
View their other companies + combined net worth →
CARTY, Anthony Valentine→
Activedirector · ~59y · appointed 2019-04-24
View their other companies + combined net worth →
GREENAWAY, Neil→
Activedirector · ~56y · appointed 2019-04-24
View their other companies + combined net worth →
ORGAN, Ellis→
Activedirector · ~63y · appointed 2019-04-24
View their other companies + combined net worth →
BEESLEY, Anna Ruth→
Resigneddirector · ~65y · appointed 2018-08-18 · resigned 2019-04-24
BEESLEY, Anna Ruth→
Resigneddirector · ~65y · appointed 2012-01-16 · resigned 2013-02-01
BEESLEY, Russell Edward→
Resigneddirector · ~65y · appointed 2011-01-10 · resigned 2019-04-24
SHALTIEL, Yaakov, Dr→
Resigneddirector · ~49y · appointed 2011-01-10 · resigned 2011-01-10
Click a director name to see their full track record across all companies.
Mortgages & charges
2
Total charges
1
Outstanding
1
Active lenders
Status:Lender:2 of 2 shown
| Type | Properties | |||||
|---|---|---|---|---|---|---|
| outstanding | Kroll Trustee Services as Security Agent Kroll Trustee Services Limited as Security Agent | A registered charge | — | 04/06/2025 | — | |
| satisfied | Growth Lending 2021 Growth Lending 2021 Limited | A registered charge | — | 20/06/2022 | 03/06/2025 |
Click column headers to sort. Use filters above to narrow by status and lender.
Recent filings (68 total)
change-to-a-person-with-significant-control
persons-with-significant-control · PSC05
2026-06-08
accounts-with-accounts-type-audit-exemption-subsiduary
accounts · AA
2026-01-28
legacy
accounts · PARENT_ACC
2026-01-28
legacy
other · GUARANTEE2
2026-01-28
legacy
other · AGREEMENT2
2026-01-28
capital-allotment-shares
capital · SH01
2025-10-27
resolution
resolution · RESOLUTIONS
2025-10-27
resolution
resolution · RESOLUTIONS
2025-09-19
capital-allotment-shares
capital · SH01
2025-09-18
confirmation-statement-with-updates
confirmation-statement · CS01
2025-06-11
mortgage-create-with-deed-with-charge-number-charge-creation-date
mortgage · MR01
2025-06-06
mortgage-satisfy-charge-full
mortgage · MR04
2025-06-03
capital-allotment-shares
capital · SH01
2025-05-01
gazette-filings-brought-up-to-date
gazette · DISS40
2025-04-19
accounts-with-accounts-type-full
accounts · AA
2025-04-16