Clifton Wealth Partnership Portishead Limited
Registered name: CLIFTON WEALTH PARTNERSHIP PORTISHEAD LIMITED
Part of Cbpe Capital LLP groupClifton Wealth Partnership Portishead Limited made £84.2k revenue and a £55.5k loss in the year to 30 Apr 2025.
Clifton Wealth Partnership Portishead Limited’s revenue was £84.2k in the year to 30 Apr 2025, with a loss of £55.5k. The company is classified under “activities of insurance agents and brokers” and is based in Bristol; we hold 4 years of its filed accounts.
- Status
- Active
- Location
- Bristol, South West
- Age
- 9 yrs · since 2017
- 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 | 31 Mar 2023 | 31 Mar 2024 | 28 Feb 2025 | 30 Apr 2025 |
|---|---|---|---|---|
| Disclosure | No P&L | No P&L | No P&L | Full P&L |
| Profit & loss | ||||
| Revenue (turnover) | — | — | — | £84.2k |
| Operating profit | — | — | — | −£35.9k |
| Profit before tax | — | — | — | −£35.9k |
| Profit after tax | — | — | — | −£55.5k |
| Profit (best available) | — | — | — | −£55.5k |
| Employees (average) | 3 | 3 | 3 | — |
| Ratios | ||||
| Profit margin | — | — | — | −65.9% |
| Growth (year on year) | ||||
| Headcount growth | — | 0% | 0% | — |
| Balance sheet — indirect signals, not revenue | ||||
| Cash at bank | £11k | £43.1k | £41.8k | — |
| Net assets | £148k | £123k | £138k | — |
| Fixed assets | £176k | £147k | £120k | — |
| Current assets | £37.4k | £49.6k | £60.4k | — |
| Debtors | £26.4k | £6.5k | £18.6k | — |
| Source | FullAccounts · bulk data Aug 2024 | FullAccounts · bulk data Aug 2024 | FullAccounts · bulk data Jun 2025 | Accounts · bulk data Jan 2026 |
How the business works
- Profit margin
- −65.9%
- Profit ÷ revenue.
- Gross margin
- —
- 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%
- Clifton Wealth Partnership Portishead 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
- Eden Park Investment Management LtdFigures not disclosed
- Leonard Gold Financial Management LimitedLiquidationFigures not disclosed
- London Private Wealth LimitedFigures 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).
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Sources
Latest figures from accounts for the year to 30 Apr 2025 (profit −£55.5k), 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.