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Registration number: 08013310

Clifton Down Corporate Finance Limited

Unaudited Filleted Financial Statements

for the Year Ended 30 September 2024

Pages for filing with Registrar

 

Clifton Down Corporate Finance Limited

Contents

Company Information

1

Balance Sheet

2 to 3

Notes to the Financial Statements

4 to 11

 

Clifton Down Corporate Finance Limited

Company Information

Directors

S M F Kenny

V S Kenny

Registered office

Avonbank
Clifton Down
Bristol
BS8 3HT

Registered number

08013310

Accountant

Corrigan Accountants Limited 1st Floor
25 King Street
Bristol
BS1 4PB

 

Clifton Down Corporate Finance Limited

(Registration number: 08013310)
Balance Sheet as at 30 September 2024

Note

2024
£

2023
£

Fixed assets

 

Tangible assets

5

2,044

3,525

Investments

4

3,947,412

4,405,932

 

3,949,456

4,409,457

Current assets

 

Debtors

6

2,850,074

2,626,529

Cash at bank and in hand

 

403,106

490,792

 

3,253,180

3,117,321

Creditors: Amounts falling due within one year

7

(134,754)

(6,168)

Net current assets

 

3,118,426

3,111,153

Total assets less current liabilities

 

7,067,882

7,520,610

Creditors: Amounts falling due after more than one year

7

(2,120,224)

(2,711,124)

Provisions for liabilities

(157,400)

(144,000)

Net assets

 

4,790,258

4,665,486

Capital and reserves

 

Called up share capital

8

100

100

Profit and loss account

4,790,158

4,665,386

Total equity

 

4,790,258

4,665,486

 

Clifton Down Corporate Finance Limited

(Registration number: 08013310)
Balance Sheet as at 30 September 2024 (continued)

For the financial year ending 30 September 2024 the company was entitled to exemption from audit under section 477 of the Companies Act 2006 relating to small companies.

Directors' responsibilities:

The members have not required the company to obtain an audit of its accounts for the year in question in accordance with section 476; and

The directors acknowledge their responsibilities for complying with the requirements of the Act with respect to accounting records and the preparation of accounts.

These financial statements have been prepared in accordance with the provisions applicable to companies subject to the small companies regime and FRS 102 ‘The Financial Reporting Standard Applicable in the UK and Republic of Ireland’.

These financial statements have been delivered in accordance with the provisions applicable to companies subject to the small companies regime and the option not to file the Profit and Loss Account has been taken.

Approved and authorised for issue by the Board on 29 September 2025 and signed on its behalf by:
 

.........................................

V S Kenny

Director

 

Clifton Down Corporate Finance Limited

Notes to the Financial Statements for the Year Ended 30 September 2024

1

Statutory information

The company is a private company limited by share capital, incorporated in England and Wales.

The address of its registered office is:
Avonbank
Clifton Down
Bristol
BS8 3HT

2

Accounting policies

Summary of significant accounting policies

The principal accounting policies applied in the preparation of these financial statements are set out below. These policies have been consistently applied to all the periods presented.

Statement of compliance

These financial statements have been prepared in compliance with the provisions of Section 1A "Small Entities" of Financial Reporting Standard 102 "The Financial Reporting Standard applicable in the UK and Republic of Ireland" and the Companies Act 2006.

Basis of preparation

These financial statements have been prepared using the historical cost convention except that as disclosed in the accounting policies certain items are shown at fair value.

The financial statements are prepared in pounds sterling which is the functional currency of the company. Monetary amounts in these financial statements are rounded to the nearest £.

 

Clifton Down Corporate Finance Limited

Notes to the Financial Statements for the Year Ended 30 September 2024 (continued)

2

Accounting policies (continued)

Going concern

The financial statements have been prepared on a going concern basis. Given the company's profitability and financial resources, the directors have a reasonable expectation that the company has adequate resources to continue in operational existence for the foreseeable future.

Revenue recognition

All income is recognised once the company has entitlement to the income, it is probable that the Income will be received and the amount of the income receivable can be measured reliably. Income comprises of interest and dividend income from investments held.

Tax

The tax expense comprises current tax and deferred tax. Tax is recognised in profit and loss, except that a change attributable to an item of income or expense recognised as other comprehensive income is also recognised directly in other comprehensive income.

The current corporation tax charge is calculated on the basis of tax rates and laws that have been enacted or substantively enacted by the reporting date.


Deferred tax
Deferred corporation tax is recognised on temporary differences arising between the tax bases of assets and liabilities and their carrying amounts in the financial statements and on unused tax losses or tax credits in the company. Deferred corporation tax is determined using tax rates and laws that have been enacted or substantively enacted by the reporting date.

The carrying amount of deferred tax assets are reviewed at each reporting date and a valuation allowance is set up against deferred tax assets so that the net carrying amount equals the highest amount that is more likely than not to be recovered based on current or future taxable profit.

Tangible fixed assets

Tangible fixed assets are stated in the balance sheet at cost, less any subsequent accumulated depreciation.

The cost of tangible fixed assets includes directly attributable incremental costs incurred in their acquisition and installation.

Depreciation is charged so as to write off the cost of assets over their estimated useful lives, as follows:

Furniture and fittings

25% on cost

Office equipment

25% on cost

Investments

Investments are recognised initially at transaction price excluding transaction costs. Subsequently, they are measured at fair value through profit or loss if the shares are publicly traded or their fair value can otherwise be measured reliably. Other investments are measured at cost less impairment.

 

Clifton Down Corporate Finance Limited

Notes to the Financial Statements for the Year Ended 30 September 2024 (continued)

2

Accounting policies (continued)

Cash and cash equivalents

Cash and cash equivalents comprise cash on hand and call deposits.

Loans receivable

Loans receivable are initially recognised at transaction price including transaction costs. Subsequently, they are measured at amortised cost using the effective interest rate method and the fair value is recognised through profit or loss, less impairment.

Trade creditors

Trade creditors are recognised at the transaction price.

Borrowings

Interest-bearing borrowings are initially recorded at fair value, net of transaction costs. Interest-bearing borrowings are subsequently carried at amortised cost, with the difference between the proceeds, net of transaction costs, and the amount due on redemption being recognised as a charge to the profit and loss account over the period of the relevant borrowing.

Interest expense is recognised on the basis of the effective interest method and is included in interest payable and similar charges.

Borrowings are classified as current liabilities unless the company has an unconditional right to defer settlement of the liability for at least twelve months after the reporting date.

Share capital

Ordinary shares are classified as equity. Equity instruments are measured at the fair value of the cash or other resources received or receivable, net of the direct costs of issuing the equity instruments.

3

Staff numbers

The average number of persons employed by the company (including directors) during the year was 1 (2023 - 0).

 

Clifton Down Corporate Finance Limited

Notes to the Financial Statements for the Year Ended 30 September 2024 (continued)

4

Investments

Listed investments at fair value
£

Unlisted investments at fair value
£

Unlisted investments at cost
£

Total
£

Cost or valuation

At 1 October 2023

820,455

2,100,477

1,485,000

4,405,932

Additions

568,663

-

-

568,663

Fair value adjustments

141,661

(41,859)

-

99,802

Disposal of investments

(552,374)

(574,611)

-

(1,126,985)

At 30 September 2024

978,405

1,484,007

1,485,000

3,947,412

Carrying amount

At 30 September 2024

978,405

1,484,007

1,485,000

3,947,412

At 30 September 2023

820,455

2,100,477

1,485,000

4,405,932

Where their fair value can be reliably estimated, the fair value of unlisted investments at the balance sheet date has been determined by the fund managers.

Other unlisted investments are held at cost less impairment as the fair value cannot be reliably determined.

 

Clifton Down Corporate Finance Limited

Notes to the Financial Statements for the Year Ended 30 September 2024 (continued)

5

Tangible fixed assets

Furniture and fittings
 £

Office equipment
 £

Total
£

Cost

At 1 October 2023

13,706

8,047

21,753

At 30 September 2024

13,706

8,047

21,753

Depreciation

At 1 October 2023

13,706

4,522

18,228

Charge for the year

-

1,481

1,481

At 30 September 2024

13,706

6,003

19,709

Carrying amount

At 30 September 2024

-

2,044

2,044

At 30 September 2023

-

3,525

3,525

6

Debtors

2024
£

2023
£

Loans receivable

2,269,669

2,215,281

Accrued income

580,405

411,248

2,850,074

2,626,529

 

Clifton Down Corporate Finance Limited

Notes to the Financial Statements for the Year Ended 30 September 2024 (continued)

7

Creditors

Note

2024
£

2023
£

Amounts falling due within one year

 

Trade creditors

 

5,190

540

Corporation tax

 

127,314

1,678

Accruals

 

2,250

3,950

 

134,754

6,168

Due after one year

 

Directors' loan accounts

9

2,120,224

2,711,124

8

Share capital

Allotted, called up and fully paid shares

 

2024

2023

 

No.

£

No.

£

Ordinary shares of £1 each

100

100

100

100

         
 

Clifton Down Corporate Finance Limited

Notes to the Financial Statements for the Year Ended 30 September 2024 (continued)

9

Related party transactions

Transactions with directors

2024

At 1 October 2023
£

Advances to director
£

Other payments made to company by director
£

At 30 September 2024
£

(2,711,124)

620,000

(26,396)

(2,117,520)

         
       

 

2023

At 1 October 2022
£

Advances to director
£

Other payments made to company by director
£

At 30 September 2023
£

(2,954,751)

245,695

(2,068)

(2,711,124)

         
       

 

The loan is unsecured and interest free.

The loan is repayable on demand and in the view of the Directors' this amount will not be repaid in the next year. The loan has therefore been classified as a non-current liability.

Loans to related parties

2024

Clifton Down Investments Limited
£

SLX Limited
£

Total
£

At start of period

2,215,281

1,673,629

3,888,910

Advanced

54,388

-

54,388

Interest transactions

-

121,205

121,205

At end of period

2,269,669

1,794,834

4,064,503

 

Clifton Down Corporate Finance Limited

Notes to the Financial Statements for the Year Ended 30 September 2024 (continued)

9

Related party transactions (continued)

2023

Clifton Down Investments Limited
£

SLX Limited
£

Total
£

At start of period

2,267,534

1,591,738

3,859,272

Advanced

1,702

-

1,702

Repaid

(53,955)

-

(53,955)

Interest transactions

-

81,891

81,891

At end of period

2,215,281

1,673,629

3,888,910

The Company has provided a loan to Clifton Down Investments Limited, a company under common control. The loan is unsecured, interest free and there is no fixed term for the repayment.

The Company has provided a loan to SLX Limited, a company under common control, towards the working capital of the business. These loan notes have an interest rate of 3% per annum over the base lending rate of Barclays Bank plc and the loan notes shall be redeemed at par on 31 December 2025. Prior to the redemption date, no payments will be made other than interest payments.