London Private Wealth Limited
Registered name: LONDON PRIVATE WEALTH LIMITED
Part of Cbpe Capital LLP groupLondon Private Wealth Limited made £312k revenue and £138k profit in the year to 30 Apr 2025.
London Private Wealth Limited’s revenue was £312k in the year to 30 Apr 2025, with £138k profit. The company is classified under “activities of insurance agents and brokers” and is based in Bristol; we hold 5 years of its filed accounts.
- Status
- Active
- Location
- Bristol, South West
- Age
- 25 yrs · since 2001
- Type
- Private Limited Company
Part of a group. The filing indicates this company sits within a group structure, so its results may depend on intra-group trading and it may be hard to replicate independently.
Key figures
Badges are automated estimates derived from the filed figures — not statements of fact about the company.
Financial history
| Year to | 28 Feb 2022 | 28 Feb 2023 | 29 Feb 2024 | 28 Feb 2025 | 30 Apr 2025 |
|---|---|---|---|---|---|
| Disclosure | No P&L | No P&L | No P&L | No P&L | Full P&L |
| Profit & loss | |||||
| Revenue (turnover) | — | — | — | — | £312k |
| Cost of sales | — | — | — | — | −£10.5k |
| Gross profit | — | — | — | — | £301k |
| Operating profit | — | — | — | — | £183k |
| Profit before tax | — | — | — | — | £183k |
| Profit after tax | — | — | — | — | £138k |
| Profit (best available) | — | — | — | — | £138k |
| Employees (average) | 3 | 3 | 3 | 3 | — |
| Ratios | |||||
| Profit margin | — | — | — | — | 44.2% |
| Gross margin | — | — | — | — | 96.6% |
| Growth (year on year) | |||||
| Headcount growth | — | 0% | 0% | 0% | — |
| Balance sheet — indirect signals, not revenue | |||||
| Cash at bank | £996k | £808k | £732k | £768k | — |
| Net assets | £1m | £836k | £750k | £777k | — |
| Fixed assets | £81.7k | £214k | £109k | £58.4k | — |
| Current assets | £1.6m | £1.2m | £1.1m | £856k | — |
| Debtors | £5.4k | £7k | £5.3k | £58.6k | — |
| Source | Accounts · bulk data Nov 2023 | Accounts · bulk data Nov 2023 | FilletedAccounts · bulk data Oct 2024 | FilletedAccounts · bulk data Jul 2025 | Accounts · bulk data Jan 2026 |
How the business works
- Profit margin
- 44.2%
- Profit ÷ revenue.
- Gross margin
- 96.6%
- Gross profit ÷ revenue. High for software and services.
- Revenue per employee
- —
- Revenue ÷ average employees.
- Profit per employee
- —
- Profit ÷ average employees.
- Cash conversion
- —
- Cash generated from operations ÷ operating profit. Needs a cash-flow statement.
- Fixed assets ÷ revenue
- —
- Capital intensity. Low = capital-light, cheaper to start.
- Deferred income ÷ revenue
- —
- Customers paying upfront (subscriptions, deposits). Approximate when combined with accruals.
- Debtors ÷ revenue
- —
- Money owed by customers. Low = customers pay quickly.
Balance-sheet signals
Year-on-year changes in filed balance-sheet items. They can hint at momentum (or investment) but are not revenue or profit and must not be read as such.
- Net assets
- —
- Now —
- Cash at bank
- —
- Now —
- Headcount
- —
- Now —
- Deferred income
- —
- Now —
- Fixed assets
- —
- Now —
Group structure
Ownership chain
- Cbpe Capital LLPultimate parent50–75%
- Clifton Asset Management Limited75–100%
- London Private Wealth Limitedthis company
Bands show the share of ownership each company holds in the one below it.
Sister companies (19)
- Capel Court Holdings LimitedRev. £1.3m · Profit £288k
- Clifton Compliance Services LtdFigures not disclosed
- Clifton Connects LimitedFigures not disclosed
- Clifton Consulting LtdFigures not disclosed
- Clifton Ifa Acquisitions LtdLiquidationFigures not disclosed
- Clifton Wealth LtdLiquidationFigures not disclosed
- Clifton Wealth Partnership (Aberdeen) LimitedFigures not disclosed
- Clifton Wealth Partnership (Stroud) LtdFigures not disclosed
- Clifton Wealth Partnership LtdFigures not disclosed
- Clifton Wealth Partnership Portishead LimitedFigures not disclosed
- Eden Park Investment Management LtdFigures not disclosed
- Leonard Gold Financial Management LimitedLiquidationFigures not disclosed
- Mark Phillips LimitedLiquidationFigures not disclosed
- Morgan Lloyd Administration LimitedFigures not disclosed
- Morgan Lloyd Invest LtdFigures not disclosed
- Morgan Lloyd Sipp Services LimitedFigures not disclosed
- Morgan Lloyd Sipp Trustees LimitedFigures not disclosed
- Morgan Lloyd Trustees LtdFigures not disclosed
- Tailormade Financial Services LimitedFigures not disclosed
From the Persons with Significant Control register (corporate controllers only).
Similar profitable businesses
- Xbridge LimitedLondon · Activities of insurance agents and brokers
- Revenue
- £216m
- Profit
- £61.8m
- Staff
- 763
- One Call Insurance Services LimitedDoncaster · Activities of insurance agents and brokers
- Revenue
- £65.3m
- Profit
- £57.8m
- Staff
- 466
- First Central Insurance Management LimitedHaywards Heath · Activities of insurance agents and brokers
- Revenue
- £301m
- Profit
- £17.7m
- Staff
- 766
- Cia Insurance Services LimitedRugby · Activities of insurance agents and brokers
- Revenue
- £18.9m
- Profit
- £8.4m
- Staff
- 94
- Romero Insurance Brokers LimitedLeeds · Activities of insurance agents and brokers
- Revenue
- £19.3m
- Profit
- £7.1m
- Staff
- 144
- Caravan Guard LimitedHalifax · Activities of insurance agents and brokers
- Revenue
- £15m
- Profit
- £4.2m
- Staff
- 114
Sources
Latest figures from accounts for the year to 30 Apr 2025 (profit £138k), from the Companies House accounts bulk data published Jan 2026. Spotted an error? Request a correction.
Updated from Companies House on 23 Oct 2026
Contains public sector information from Companies House licensed under the Open Government Licence v3.0. Data from Companies House, © Crown copyright. View the licence.