CLIFTON ASSET MANAGEMENT LIMITED

• ◆

  2 PSCs ceased in last 24 months

  Significant control changed hands — see the Ownership section.

Accounting basis

FRS 102

Reporting scope

Consolidated group

Auditor

RSM UK Audit LLP

Audit opinion

Unqualified (clean)

Going concern

Affirmed

“The directors have considered the current political and economic environment and have reviewed trade and plans to preserve the solvency of the business. The business continues to trade satisfactorily with no significant adverse cash flow impact. The directors will continue to review the business position and react accordingly, operating a group treasury function to re-distribute cash within the group where required to meet working capital needs of individual entities. This benefits the group as a whole by enabling continued operation as planned across all service lines. Having taken these steps, the directors believe that the business has sufficient prospects of trade and sufficient financial resources to continue to trade for a period of not less than twelve months from the date of approval of these financial statements. The directors have therefore continued to adopt the going concern basis in drawing up these financial statements.”

Group structure

1. CLIFTON ASSET MANAGEMENT LIMITED · parent
   1. Clifton Wealth Partnership (Aberdeen) Limited 1% · Scotland · financial advisory firm
   2. Clifton Compliance Services Ltd 1% · England and Wales · compliance firm
   3. Clifton Connects Limited 1% · England and Wales · holds certain intellectual property
   4. Clifton Consulting Ltd 1% · England and Wales · financial advisory firm specialising in corporate financial services
   5. Clifton IFA Acquisitions Ltd 1% · England and Wales · dormant company
   6. Clifton Wealth Ltd 1% · England and Wales · dormant company
   7. Clifton Wealth Partnership Ltd 1% · England and Wales · financial advisory firm
   8. Clifton Wealth Partnership (Stroud) Ltd 1% · England and Wales · financial advisory firm
   9. Eden Park Investment Management Ltd 1% · England and Wales · investment management company
   10. Leonard Gold Financial Management Limited 1% · England and Wales · dormant company
   11. Mark Phillips Limited 1% · England and Wales · dormant company
   12. Morgan Lloyd Administration Limited 1% · England and Wales · pension scheme administrative firm
   13. Morgan Lloyd Invest Ltd 1% · England and Wales · investment platform
   14. Morgan Lloyd SIPP Services Limited 1% · England and Wales · SIPP provider
   15. Morgan Lloyd SIPP Trustees Limited 1% · England and Wales · dormant SIPP trustee firm
   16. Morgan Lloyd Trustees Ltd 1% · England and Wales · dormant SSAS trustee firm
   17. Capel Court Holdings Limited 1% · England and Wales · non-trading intermediate holding company
   18. Capel Court Limited 1% · England and Wales · financial advisory firm
   19. Clifton Wealth Partnership Portishead Limited 1% · England and Wales · financial advisory firm
   20. London Private Wealth Limited 1% · England and Wales · financial advisory firm
   21. Tailormade Financial Services Limited 1% · England and Wales · financial advisory firm

Significant events

• “In February 2025, the group successfully concluded a significant transaction with CBPE LLP, resulting in the acquisition of 100% of the issued share capital. This milestone has enabled the group to accelerate its growth plans, completing multiple acquisitions during FY25.”
• “As part of this transaction, the Growth Lending loan facility was fully redeemed and replaced by a Senior debt facility from Tresmares. £20m of this facility was drawn at completion to facilitate the Growth Lending redemption and the acquisitions completed on 28 February 2025.”
• “In parallel with this, the company acquired the share capital of four wealth management firms and the trades and assets of three wealth management firms (see note 19). These all completed on 28 February 2025.”
• “On 1 September 2025, the group acquired the trade and assets of Grovebridge Financial Limited. On 30 September 2025, the group acquired the trade and assets of The Clifton Business Consultancy Limited. On 31 October 2025, the group acquired the entire issued ordinary share capital of Six Q Financial Planning Limited.”
• “On 30 October 2025, the group exchanged contracts to acquire the entire issued ordinary share capital of Lifestyle Pensions and Investments Ltd, and expects to complete the acquisition on 30 November 2025. On 31 October 2025, the group exchanged contracts to acquire the entire issued ordinary share capital of JRW Financial Management Ltd, and expects to complete the acquisition on 31 January 2026. The aggregate consideration for these acquisitions was approximately £6.7m.”

Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers

Filings

15

last 12 months

Capital events

5

last 24 months

Officers appointed

0

last 12 months

Officers resigned

0

last 12 months

Direct counts from the register. No score, no rating — see the Filing timeline for the underlying events.