Clifton Wealth Management Limited in Bristol, BS8 4BX

Description

Data updated on: 01-11-2023

Clifton Wealth Management Limited has existed on the local market for five years. Registered under the number 12026356 in 2019, the company is based at 49 Princess Victoria Street, Bristol BS8 4BX. This firm has operated under three previous names. Its very first listed name, Clifton Wealth Management, was changed on 2019-07-03 to Clifton Wealth Management Holdings. The current name is in use since 2019, is Clifton Wealth Management Limited. This company's SIC and NACE codes are 70221 which stands for Financial management. Clifton Wealth Management Ltd filed its account information for the period that ended on December 31, 2022. The company's most recent confirmation statement was released on March 31, 2023.

At the moment, the directors officially appointed by the following business are: Jonathan B. assigned to lead the company in 2019 and Andrew D. assigned to lead the company five years ago.

Previous company's names
Clifton Wealth Management Limited 2019-08-07
Clifton Wealth Management Holdings Ltd 2019-07-03
Clifton Wealth Management Ltd 2019-05-31

Financial data based on annual reports

Profit & Loss
Date of Accounts	2019-12-31	2020-12-31	2021-12-31	2022-12-31
Currency

Balance Sheet
Cash Bank On Hand	234 284	530 719	114 016	55 717
Current Assets	273 185	578 307	130 668	77 765
Debtors	38 901	47 588	16 651	22 048
Net Assets Liabilities	85 111	317 964	512 149	667 075
Other Debtors				203
Property Plant Equipment	3 066	2 170	3 668	2 506

Other Financial Data
Description Principal Activities				70 221
Version Production Software	2 020	2 022
Accrued Liabilities	19 158	47 029	12 717
Accrued Liabilities Deferred Income			10 872	6 719
Accumulated Amortisation Impairment Intangible Assets	65 289	221 983	378 677	535 371
Accumulated Depreciation Impairment Property Plant Equipment	1 022	2 086	4 003	6 172
Additions Other Than Through Business Combinations Property Plant Equipment	4 088	168	3 415
Amounts Owed To Group Undertakings Participating Interests	866 123
Average Number Employees During Period	6	5	4	5
Bank Borrowings	1 974 310	1 745 776	1 528 372
Bank Borrowings Overdrafts	219 368	261 084	261 084	158 984
Creditors	1 149 158	1 035 168	366 984	254 374
Fixed Assets	3 933 679	2 914 063	2 758 867	2 601 011
Future Minimum Lease Payments Under Non-cancellable Operating Leases	13 000	12 000	12 000
Increase From Amortisation Charge For Year Intangible Assets	65 289	156 694	156 694	156 694
Increase From Depreciation Charge For Year Property Plant Equipment	1 022	1 064	1 917	2 169
Intangible Assets	3 068 587	2 911 893	2 755 199	2 598 505
Intangible Assets Gross Cost	3 133 876	3 133 876	3 133 876	3 133 876
Investments	862 026
Investments In Subsidiaries Measured Fair Value	862 026	-862 026
Loans From Directors	376 538	393 462	482 030
Net Current Assets Liabilities	-875 973	-456 861	-236 316	-176 609
Other Creditors	998 285	623 343
Other Creditors Including Taxation Social Security Balance Sheet Subtotal			482 031	484 637
Property Plant Equipment Gross Cost	4 088	4 256	7 671	8 678
Taxation Social Security Payable	40 957	93 112	95 028	88 671
Total Additions Including From Business Combinations Intangible Assets	3 133 876
Total Additions Including From Business Combinations Property Plant Equipment				1 007
Total Assets Less Current Liabilities	3 057 706	2 457 202	2 522 551	2 424 402
Trade Creditors Trade Payables	3 552	10 600
Trade Debtors Trade Receivables	38 901	47 588	16 651	21 845

Company staff

Jonathan B.

Role: Director

Appointed: 31 May 2019

Latest update: 7 February 2024

Andrew D.

Role: Director

Appointed: 31 May 2019

Latest update: 7 February 2024

People with significant control

Executives who have control over the firm are as follows: Jonathan B. owns 1/2 or less of company shares and has 1/2 or less of voting rights. Andrew D. owns 1/2 or less of company shares and has 1/2 or less of voting rights.

Jonathan B.

Notified on 31 May 2019

Nature of control:

1/2 or less of voting rights

right to manage directors

1/2 or less of shares

Andrew D.

Notified on 31 May 2019

Nature of control:

1/2 or less of voting rights

right to manage directors

1/2 or less of shares

Accounts Documents

Account next due date	30 September 2024
Account last made up date	31 December 2022
Confirmation statement next due date	14 April 2024
Confirmation statement last made up date	31 March 2023

Annual Accounts
Start Date For Period Covered By Report	1 June 2019
End Date For Period Covered By Report	31 December 2019
Annual Accounts
Start Date For Period Covered By Report	1 January 2020
End Date For Period Covered By Report	31 December 2020
Annual Accounts
Start Date For Period Covered By Report	1 January 2021
End Date For Period Covered By Report	31 December 2021
Annual Accounts
Start Date For Period Covered By Report	2022-01-01
End Date For Period Covered By Report	2022-12-31

Clifton Wealth Management Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Jonathan B.

Andrew D.

People with significant control

Jonathan B.

Andrew D.

Accounts Documents

Company filings

Filing category

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