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The above diagram shows the color scheme of the layout in the main result page. The parent entities and officers are those entities, including individual and legal persons, have significant controls over the company in focus. The offspring entities and appointments are those entities that the company in focus can influence on.

Clicking the links on parent entities or officers, and offspring entities or managed companies will put them in focus and show upstream or downstream connections. In general, ascendant entities can be found by moving toward upstream, and descendant entities are by toward downstream. In this way, progenitor entities such as grandparent companies (parents of parent), sibling companies (children of parent), partner companies (parents of child), and progeny entities such as grandchild companies (children of child) can be found easily.

Parent entities and officers
Active 4
  • 1
    Chambers, Thomas Edward
    Individual (22 offsprings)
    Officer
    icon of calendar 2025-02-28 ~ now
    OF - Secretary → CIF 0
  • 2
    Carty, Anthony Valentine
    Born in July 1967
    Individual (21 offsprings)
    Officer
    icon of calendar 2025-02-28 ~ now
    OF - Director → CIF 0
  • 3
    Greenaway, Neil
    Born in November 1970
    Individual (21 offsprings)
    Officer
    icon of calendar 2025-02-28 ~ now
    OF - Director → CIF 0
  • 4
    CLIFTON ASSET MANAGEMENT LIMITED - now
    SPRINTSTEP LIMITED - 2011-03-30
    SPRINTSTEP PLC - 2011-03-30
    CLIFTON ASSET MANAGEMENT PLC - 2024-10-24
    icon of addressThe Pavilions, 69-71 Macrae Road, Pill, Bristol, England
    Active Corporate (7 parents, 20 offsprings)
    Person with significant control
    icon of calendar 2025-02-28 ~ now
    PE - Ownership of voting rights - 75% or moreCIF 0
    PE - Ownership of shares – 75% or moreCIF 0
    PE - Right to appoint or remove directorsCIF 0
Ceased 2
  • 1
    Davis, Alison Mary
    Director born in May 1974
    Individual
    Officer
    icon of calendar 2017-07-21 ~ 2025-02-28
    OF - Director → CIF 0
    Miss Alison Mary Davis
    Born in May 1974
    Individual
    Person with significant control
    icon of calendar 2017-07-21 ~ 2025-02-28
    PE - Ownership of shares – More than 25% but not more than 50%CIF 0
    PE - Ownership of voting rights - More than 25% but not more than 50%CIF 0
  • 2
    James, Adrian
    Director born in March 1970
    Individual
    Officer
    icon of calendar 2020-02-24 ~ 2025-02-28
    OF - Director → CIF 0
    Mr Adrian James
    Born in March 1970
    Individual
    Person with significant control
    icon of calendar 2022-04-03 ~ 2025-02-28
    PE - Ownership of shares – More than 25% but not more than 50%CIF 0
    PE - Ownership of voting rights - More than 25% but not more than 50%CIF 0
parent relation
Company in focus

CLIFTON WEALTH PARTNERSHIP PORTISHEAD LIMITED

Previous name
PURE ADVANCED FINANCIAL PLANNING LTD - 2023-10-28
Standard Industrial Classification
66220 - Activities Of Insurance Agents And Brokers
Brief company account
Intangible Assets
119,529 GBP2025-02-28
146,053 GBP2024-03-31
Property, Plant & Equipment
624 GBP2025-02-28
1,144 GBP2024-03-31
Fixed Assets
120,153 GBP2025-02-28
147,197 GBP2024-03-31
Debtors
18,601 GBP2025-02-28
6,533 GBP2024-03-31
Cash at bank and in hand
41,810 GBP2025-02-28
43,084 GBP2024-03-31
Current Assets
60,411 GBP2025-02-28
49,617 GBP2024-03-31
Creditors
Current, Amounts falling due within one year
-73,165 GBP2024-03-31
Net Current Assets/Liabilities
18,413 GBP2025-02-28
-23,548 GBP2024-03-31
Total Assets Less Current Liabilities
138,566 GBP2025-02-28
123,649 GBP2024-03-31
Net Assets/Liabilities
138,416 GBP2025-02-28
123,374 GBP2024-03-31
Equity
Called up share capital
100 GBP2025-02-28
100 GBP2024-03-31
Retained earnings (accumulated losses)
138,316 GBP2025-02-28
123,274 GBP2024-03-31
Equity
138,416 GBP2025-02-28
123,374 GBP2024-03-31
Average Number of Employees
32024-04-01 ~ 2025-02-28
32023-04-01 ~ 2024-03-31
Intangible Assets - Gross Cost
Goodwill
289,355 GBP2024-03-31
Intangible Assets - Accumulated Amortisation & Impairment
Goodwill
169,826 GBP2024-03-31
Intangible Assets
Goodwill
119,529 GBP2025-02-28
146,053 GBP2024-03-31
Property, Plant & Equipment - Gross Cost
Furniture and fittings
1,773 GBP2024-03-31
Computers
1,000 GBP2024-03-31
Property, Plant & Equipment - Gross Cost
2,773 GBP2024-03-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Furniture and fittings
1,388 GBP2025-02-28
1,064 GBP2024-03-31
Computers
761 GBP2025-02-28
565 GBP2024-03-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
2,149 GBP2025-02-28
1,629 GBP2024-03-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
Furniture and fittings
324 GBP2024-04-01 ~ 2025-02-28
Computers
196 GBP2024-04-01 ~ 2025-02-28
Property, Plant & Equipment - Increase From Depreciation Charge for Year
520 GBP2024-04-01 ~ 2025-02-28
Property, Plant & Equipment
Furniture and fittings
385 GBP2025-02-28
709 GBP2024-03-31
Computers
239 GBP2025-02-28
435 GBP2024-03-31
Trade Debtors/Trade Receivables
Current
18,601 GBP2025-02-28
6,533 GBP2024-03-31
Corporation Tax Payable
Current
40,950 GBP2025-02-28
35,053 GBP2024-03-31
Other Taxation & Social Security Payable
Current
135 GBP2025-02-28
268 GBP2024-03-31
Other Creditors
Current
913 GBP2025-02-28
37,844 GBP2024-03-31
Creditors
Current
41,998 GBP2025-02-28
73,165 GBP2024-03-31

  • CLIFTON WEALTH PARTNERSHIP PORTISHEAD LIMITED
    Info
    PURE ADVANCED FINANCIAL PLANNING LTD - 2023-10-28
    Registered number 10878208
    icon of addressThe Pavilions Eden Park, Ham Green, Bristol BS20 0DD
    PRIVATE LIMITED COMPANY incorporated on 2017-07-21 (8 years 5 months). The company status is Active.
    The last date of confirmation statement was made at 2024-11-30
    CIF 0
child relation
Offspring entities and appointments
Active 0
  • Not found in our database.

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Contains public sector information retrieved at 12 November 2025 and licensed under the Open Government Licence v3.0.