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Company No. 10878208 · Incorporated 21 Jul 2017

Clifton Wealth Partnership Portishead Limited

Registered name: CLIFTON WEALTH PARTNERSHIP PORTISHEAD LIMITED

Part of Cbpe Capital LLP group

Clifton Wealth Partnership Portishead Limited does not publish its revenue or profit. Its accounts to 28 Feb 2025 show net assets of £138k and 3 employees.

Clifton Wealth Partnership Portishead Limited did not publish its revenue or profit — small companies aren’t required to file a profit & loss account. Its accounts for the year to 28 Feb 2025 showed net assets of £138k and 3 employees. The company is classified under “activities of insurance agents and brokers” and is based in Bristol; we hold 3 years of its filed accounts.

Balance sheet onlySection K · Financial and insurance activitiesSIC 66220Activities of insurance agents and brokers
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.

Latest accounts · year to 28 Feb 2025

Key figures

Small team

Revenue not disclosed

Clifton Wealth Partnership Portishead Limited’s accounts for the year to 28 Feb 2025 contain a balance sheet but no profit & loss account, so its revenue and profit are not public. UK small and micro-entity companies are not required to publish a P&L — this is normal and says nothing about how the business is performing.

We never estimate revenue. Below you’ll find the balance-sheet figures that were filed — useful as indirect signals of momentum, but they are not revenue or profit.

Employees
3
Net assets
£138k

Badges are automated estimates derived from the filed figures — not statements of fact about the company.

3 filed years

Financial history

Multi-year financials, oldest to newest
Year to31 Mar 202331 Mar 202428 Feb 2025
DisclosureNo P&LNo P&LNo P&L
Profit & loss
Revenue (turnover)———
Profit (best available)———
Employees (average)333
Ratios
Profit margin———
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
SourceFullAccounts · bulk data Aug 2024FullAccounts · bulk data Aug 2024FullAccounts · bulk data Jun 2025
Indirect — not revenue

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
▲12%
Now £138k
Cash at bank
▼3%
Now £41.8k
Headcount
0%
Now 3
Deferred income
—
Now —
Fixed assets
▼18%
Now £120k
Corporate ownership

Group structure

Ownership chain

  1. Cbpe Capital LLPultimate parent50–75%
  2. Clifton Asset Management Limited75–100%
  3. Clifton Wealth Partnership Portishead Limitedthis company

Bands show the share of ownership each company holds in the one below it.

Sister companies (19)

From the Persons with Significant Control register (corporate controllers only).

Same industry, similar size

Similar profitable businesses

Industry benchmarks →

Sources

Companies House profile Filing history & original accounts

Latest figures from FullAccounts for the year to 28 Feb 2025, from the Companies House accounts bulk data published Jun 2025. Spotted an error? Request a correction.

Contains public sector information from Companies House licensed under the Open Government Licence v3.0. Data from Companies House, © Crown copyright. View the licence.