CLIFTON WEALTH PARTNERSHIP PORTISHEAD LIMITED
🏛️Establishedactive
10878208 · ltd · incorporated 2017-07-21
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.
🔒Estimated value
—
Upgrade to see
Turnover
—
not disclosed
Net worth
—
book net assets
Opportunity
77/100
Strong
What this business does
Primary activity: Activities of insurance agents and brokers
Sector: Financial & insurance
Investor take
PursueStrong opportunity: active trading company with strong profile and bankable structure.
Opportunity 77/100 (strong), bankability 75/100. High owner-dependency — earn-out structure likely required for clean transition. Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (73/100).
Data confidence
Overall: medium (59/100)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 (3 active, 5 linked, 4 with DOB)
86
Ownership & PSC
1 active PSC(s) of 3 total, 3 with control declared
90
Director network
11 connected companies via shared directors
78
Filing history
51 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
77/100Strong
PassWatchWorth a lookStrongExceptional
Solid opportunity signal. Worth a dedicated memo and management meeting.
Business quality
65
Adequate — check latest filings for context.
Acquirability
75
Strong succession / seller-readiness signals.
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
4
filings
- • 2 accounts
- • 2 other
Counts from Companies House filing history.
Corporate timeline (30 events)Click to expand
- 2026-01-28📄accounts-with-accounts-type-audit-exemption-subsiduaryaccounts · AA
- 2026-01-28📄legacyaccounts · PARENT_ACC
- 2026-01-28📄legacyother · AGREEMENT2
- 2026-01-28📄legacyother · GUARANTEE2
- 2025-07-10📄change-account-reference-date-company-previous-shortenedaccounts · AA01
- 2025-06-30📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2025-03-05📄change-account-reference-date-company-previous-shortenedaccounts · AA01
- 2025-03-05📄termination-director-company-with-name-termination-dateofficers · TM01
- 2025-03-05📄termination-director-company-with-name-termination-dateofficers · TM01
- 2025-03-05📄appoint-person-director-company-with-name-dateofficers · AP01
- 2025-03-05📄appoint-person-director-company-with-name-dateofficers · AP01
- 2025-03-05📄appoint-person-secretary-company-with-name-dateofficers · AP03
- 2025-03-05📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2025-03-05📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2025-03-05📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC02
- 2025-03-04📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2025-02-28➕CHAMBERS, Thomas Edward appointedsecretary
- 2025-02-28➕CARTY, Anthony Valentine appointeddirector
- 2025-02-28➕GREENAWAY, Neil appointeddirector
- 2025-02-28➖DAVIS, Alison Mary resigneddirector
- 2025-02-28➖JAMES, Adrian resigneddirector
- 2024-08-28📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2024-02-16📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2024-02-15📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC01
- 2023-10-28✏️certificate-change-of-name-companychange-of-name · CERTNM
- 2023-06-02📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2022-12-16📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2020-02-24➕JAMES, Adrian appointeddirector
- 2017-07-21🏢Company incorporatedAs CLIFTON WEALTH PARTNERSHIP PORTISHEAD LIMITED
- 2017-07-21➕DAVIS, Alison Mary appointeddirector
Owner dependency
66/100
High — earn-out structure requiredMaterial founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.
FACTORS
- +Two-director setup: Only two active directors — typical of owner-managed SMEs but limits succession.
- +Senior director age: Director aged approximately 59 — approaching natural succession window.
Succession & seller-readiness
46/100
Moderate signalSome succession indicators present. Worth watching; approach if sector/strategy fits.
SIGNALS
- secondaryFounder aged 58+: Senior director is approximately 59. Early succession window.
- secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
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
Clifton Asset Management Ltd is the ultimate parent — holding 75%+ shares. This company sits inside their group.
🏛️ultimate parent
Clifton Asset Management Ltd
Corporate parent · holds 75-100% shares · board control
⬇
CLIFTON WEALTH PARTNERSHIP PORTISHEAD LIMITED
This company · 10878208
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 Ltd Corporate entity | 75–100% | 75–100% | board control75-100% shares · 75-100% voting · board control | 28/02/2025 |
2 historic (ceased) PSCs
- Mr Adrian Jamesceased 28/02/2025· 25-50% shares · 25-50% voting
- Miss Alison Mary Davisceased 28/02/2025· 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 · 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 | — | — |
| CJ HOLE FINANCIAL SERVICES LTD→ 16102317 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| CLIFTON COMPLIANCE SERVICES LTD→ 06529425 · est 2008 · no financials extracted | — | — | — | — | 18y | — | — |
| CMA MORTGAGE BROKERS LTD→ 16019660 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| COAST FINANCE UK LIMITED→ 00498680 · est 1951 · no financials extracted | — | — | — | — | 74y | — | — |
| COLERIDGE WEALTH MANAGEMENT LIMITED→ 12246886 · est 2019 · no financials extracted | — | — | — | — | 6y | — | — |
| COLLAR MORTGAGE SERVICES LIMITED→ 11911352 · est 2019 · no financials extracted | — | — | — | — | 7y | — | — |
| COMBAT PROPERTIES LTD→ 17022165 · est 2026 · no financials extracted | — | — | — | — | — | — | — |
| COMERA FINANCIAL CONSULTANTS LIMITED→ 06096307 · est 2007 · no financials extracted | — | — | — | — | 19y | — | — |
Peers ranked by estimated value, then turnover, then opportunity score.See all →
🔒Tailored diligence questions
6 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
Incorporated2017-07-21
Jurisdictionengland-wales
Primary SIC66220 — Activities of insurance agents and brokers
Registered office
The Pavilions Eden Park
Ham Green
Bristol
BS20 0DD
United Kingdom
Filing status
Accounts
Next due: 2027-01-31
Last made up to: 2025-04-30
Confirmation statement
Next due: 2026-12-14
Last: 2025-11-30
Officers (3 active · 2 resigned)
CHAMBERS, Thomas Edward→
Activesecretary · appointed 2025-02-28
View their other companies + combined net worth →
CARTY, Anthony Valentine→
Activedirector · ~59y · appointed 2025-02-28
View their other companies + combined net worth →
GREENAWAY, Neil→
Activedirector · ~56y · appointed 2025-02-28
View their other companies + combined net worth →
DAVIS, Alison Mary→
Resigneddirector · ~52y · appointed 2017-07-21 · resigned 2025-02-28
JAMES, Adrian→
Resigneddirector · ~56y · appointed 2020-02-24 · resigned 2025-02-28
Click a director name to see their full track record across all companies.
Recent filings (51 total)
accounts-with-accounts-type-audit-exemption-subsiduary
accounts · AA
2026-01-28
legacy
accounts · PARENT_ACC
2026-01-28
legacy
other · AGREEMENT2
2026-01-28
legacy
other · GUARANTEE2
2026-01-28
confirmation-statement-with-updates
confirmation-statement · CS01
2025-12-12
change-account-reference-date-company-previous-shortened
accounts · AA01
2025-07-10
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-06-30
change-account-reference-date-company-previous-shortened
accounts · AA01
2025-03-05
termination-director-company-with-name-termination-date
officers · TM01
2025-03-05
termination-director-company-with-name-termination-date
officers · TM01
2025-03-05
appoint-person-director-company-with-name-date
officers · AP01
2025-03-05
appoint-person-director-company-with-name-date
officers · AP01
2025-03-05
appoint-person-secretary-company-with-name-date
officers · AP03
2025-03-05
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2025-03-05
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2025-03-05