Morgan Lloyd Invest Ltd

Active09310773 Private limited company

What Morgan Lloyd Invest say about themselves

“Morgan Lloyd is one of the fastest growing professional Trustee companies in the UK. Our expertise and innovative approach presents our clients with the ability to explore many investment and business funding opportunities via a Small Self-Administered Scheme (SSAS) or a Self-Invested Personal…”

— from morgan-lloyd.co.uk

Incorporated: 14 November 2014 (11 years)
Previously known as: Viewpoint Portfolio Ltd (until 30 April 2021)
This list may be incomplete. See all names on Companies House
Industry: Financial intermediation not elsewhere classified (64999)
Directors: Anthony Valentine Carty
Neil Greenaway
Ellis Organ
Owned by: Clifton Asset Management Limited
Accounts type: Audit exemption subsidiary
Region: South West
Address: The Pavilions Eden Park
Ham Green
Bristol
BS20 0DD

Website & contact details

Website: morgan-lloyd.co.uk

Filing status

Accounts due: 31 January 2027
Last accounts: 30 April 2025
Conf. stmt due: 10 May 2027
Last conf. stmt: 26 April 2026

Charges

Total: 2
Outstanding: 1
Part satisfied: 0
Satisfied: 1

Officers 4 active

Officer details are public data from the Companies House register.

Chambers, Thomas Edward

Secretary · Appointed 15 November 2014

Carty, Anthony Valentine

Director · Appointed 14 November 2014

Also at Eden Park Investment Management Ltd, Clifton Asset Management Limited, Clifton Compliance Services Ltd · more companies

British

Born July 1967 (59)

Greenaway, Neil

Director · Appointed 14 November 2014

British

Born November 1970

Organ, Ellis

Director · Appointed 14 November 2014

Also at Alternative Business Funding Limited, Clifton Compliance Services Ltd, Clifton Wealth Partnership Ltd · more companies

English

Born September 1963 (63)

Officer history (1 former)

28 February 2025

Resigned Tavener, Adam Jason as Director

15 November 2014

Appointed Chambers, Thomas Edward as Secretary

14 November 2014

Appointed Carty, Anthony Valentine as Director

14 November 2014

Appointed Greenaway, Neil as Director

14 November 2014

Appointed Organ, Ellis as Director

14 November 2014

Appointed Tavener, Adam Jason as Director

Ownership 1 active

People and entities with significant control, from the Companies House PSC register

Clifton Asset Management Limited

Corporate entity · Notified 26 April 2019

Owns 75–100% of shares

Holds 75–100% of voting rights

Right to appoint and remove directors

Private Limited By Shares

Reg. no. 07206291

Former controllers (2)

26 April 2019

Ceased Adam Jason Tavener — Owns 25–50% of shares

26 April 2019

Ceased Neil Greenaway — Owns 25–50% of shares

Group structure 60 shown

Ownership group derived from the Companies House PSC register

Cbpe Capital LLP

AI Topco Limited Holds 50–75% of voting rights

AI Holdco Limited Owns 75–100% of shares

AI Midco Limited Owns 75–100% of shares

Apollo 2024 Topco Limited Holds 50–75% of voting rights

Apollo 2024 Midco Limited Owns 75–100% of shares

Apollo 2024 Holdco Limited Owns 75–100% of shares

Banyard Independent Advice Services Ltd Holds 75–100% of voting rights

Blatchford Central Services Limited Holds 75–100% of voting rights (as a firm)

Blatchford Products Holdings Limited Owns 75–100% of shares

Blatchford Products Limited Owns 75–100% of shares

Chas. A. Blatchford & Sons Holdings Limited Owns 75–100% of shares

Blatchford Limited Owns 75–100% of shares

Bridge Topco UK Limited Owns 75–100% of shares (as a firm)

Bridge Holdco UK Limited Owns 75–100% of shares

Bridge Midco Limited Owns 75–100% of shares

Cairn Nexus Limited Holds 75–100% of voting rights

Cairn Independent Limited Owns 75–100% of shares

Cbpe Capital IX Founders LP Holds 75–100% of voting rights

Cbpe Capital Viii GP LP Has significant influence or control

Cbpe Capital Viii Special Investors LP Has significant influence or control

Cbpe Capital X Founders LP Has significant influence or control

Cbpe Holdings Limited Owns 75–100% of shares (as a firm)

Cbpe Capital IX GP LLP Holds 25–50% of voting rights

Etl Midco Limited Owns 75–100% of shares

Evolution Finco Limited Owns 75–100% of shares (as a firm)

Evolution Midco Limited Owns 75–100% of shares (as a firm)

Cbpe Capital X GP LLP Holds 25–50% of voting rights

Charlie Topco Limited Has significant influence or control

Cutting & Carter Limited Owns 50–75% of shares

Dukes Independent Financial Advisers Ltd Owns 50–75% of shares

HF Topco Limited Owns 25–50% of shares

JRW Financial Management Ltd Owns 50–75% of shares

Lifestyle Pensions and Investments Ltd Owns 50–75% of shares

Project Orion Topco Limited Owns 25–50% of shares

Project Thor Topco Limited Owns 50–75% of shares

Ralph Finco Limited Owns 75–100% of shares

And 5 more

Cbpe GP Limited Owns 75–100% of shares

Cbpe Limited Owns 75–100% of shares

Cbpe Nominees Limited Owns 75–100% of shares (as a firm)

Atlas 2026 Topco Limited Owns 25–50% of shares

Cbpe XI Founders LP Has significant influence or control

Clifton Asset Management Limited Holds 75–100% of voting rights

Capel Court Holdings Limited Owns 75–100% of shares

Clifton Compliance Services Ltd Owns 75–100% of shares

Clifton Connects Limited Owns 75–100% of shares

Clifton Consulting Ltd Owns 75–100% of shares

Clifton Ifa Acquisitions Ltd In liquidationOwns 75–100% of shares

Clifton Wealth Ltd In liquidationOwns 75–100% of shares

Clifton Wealth Partnership (Aberdeen) Limited Owns 75–100% of shares

Clifton Wealth Partnership (Stroud) Ltd Owns 75–100% of shares

Clifton Wealth Partnership Ltd Owns 75–100% of shares

Clifton Wealth Partnership Portishead Limited Owns 75–100% of shares

Eden Park Investment Management Ltd Owns 75–100% of shares

Leonard Gold Financial Management Limited In liquidationOwns 75–100% of shares

London Private Wealth Limited Owns 75–100% of shares

Mark Phillips Limited In liquidationOwns 75–100% of shares

Morgan Lloyd Administration Limited Owns 75–100% of shares

Morgan Lloyd Invest Ltd This company Owns 75–100% of shares

And 4 more

Clifton Wealth Partnership (Ipswich) Ltd Holds 75–100% of voting rights

And 10 more

Filings

Recent filings only. See the full history on Companies House

Date	Description	Made Up To
5 May 2026	Confirmation statement with updates	26 April 2026
1 May 2026	Change of details for a person with significant control
28 January 2026	Other filing
28 January 2026	Other filing
28 January 2026	Accounts filing