CLIFTON WEALTH MANAGEMENT LIMITED
Company number 12026356 · Monitor this company
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Shareholders' funds
£1,063,111
Balance sheet as at 2025-12-31
What it does
70221
The company's own description, from its latest filed accounts.
Overview
- Company type
- Private Limited Company
- Incorporated
- 2019-05-31
- Employees
- 7 (2025 accounts)
- Registered office
- 49 Princess Victoria Street, Clifton, Bristol, United Kingdom, BS8 4BX
- Postcode
- BS8 4BX
- Capital
- 100 GBP
- Accounts category
- Micro
Accounts
- Last made up to
- 2025-12-31
- Next due by
- 2027-09-30
- Financial year end
- 31 December
Confirmation statement
- Last statement dated
- 2026-03-31
- Next due by
- 2027-04-14
Nature of business (SIC)
- 70221 Financial management
Officers 2 current
Group structure 1 subsidiary
From persons-with-significant-control filings on the public register.
Data protection registration
Registered with the ICO as a data protection fee payer — ZA531679 (Tier 1), registered since 2019.
Information Commissioner's Office register of fee payers, licensed under the Open Government Licence.
Contact details
At Clifton Wealth Management Ltd, we provide face to face wealth management advice to private and corporate clients.
Previous company names
| Name | Date changed |
|---|---|
| CLIFTON WEALTH MANAGEMENT HOLDINGS LTD | 2019-08-07 |
| CLIFTON WEALTH MANAGEMENT LTD | 2019-07-03 |
Among its peers
Top 5%
by shareholders' funds, of 161 similar companies in BS
Among the biggest employers among its local peers (7 staff).
Trading since 2019.
No.3 of the largest financial management companies in Bristol →
Competitors Bristol
-
6. PHILALY LTD
This company ranks 3 among financial management in Bristol.
The class of 2019
29%
of the 3,104 companies in this sector incorporated in 2019 are still active today; 67% have since been dissolved.
A fact about the year, not a forecast for this company.