Elevation Wealth Management Limited

Active04794182 Private limited company
Incorporated
10 June 2003 (23 years)
Previously known as
Elevation Investment Management Limited (until 2 December 2020)
Gough Financial Services Limited (until 1 November 2013)
M & G Financial Limited (until 30 July 2003)
Industry
Activities auxiliary to financial intermediation n.e.c. (66190)
Directors
Owned by
Accounts type
Total exemption full
Region
West Midlands
Address
Elevation House Unit 1 Marlin Office Village
Chester Road
Castle Vale
B35 7AZ

Filing status

Accounts due
31 December 2026
Last accounts
31 March 2025
Conf. stmt due
24 June 2027
Last conf. stmt
10 June 2026

Charges

Total
5
Outstanding
2
Part satisfied
0
Satisfied
3

Officers 1 active

Officer details are public data from the Companies House register.

Director · Appointed 2 April 2012
Also at Elevation Estate Planning Limited, Elevation Financial Group Limited · more companies
British
Born October 1961 (65)
Officer history (20 former)
29 August 2026
Resigned Nathan, Paul Jason Roger as Director
29 August 2026
Resigned Black, Matthew Alexander as Director
29 August 2026
Resigned Tocknell, Craig Andrew as Director
29 August 2026
Appointed Beale, Giles Richard as Director
29 August 2026
Resigned Beale, Giles Richard as Director
29 August 2026
Appointed Lloyd, Steven Paul as Director
29 August 2026
Resigned Lloyd, Steven Paul as Director
29 August 2026
Appointed Nathan, Paul Jason Roger as Director
29 August 2026
Appointed Tocknell, Craig Andrew as Director
29 August 2026
Resigned Smith, Emma Louise as Director
29 August 2026
Resigned Smith, Emma Louise as Secretary
29 August 2026
Resigned Jacques, Anthony Alan as Director
10 February 2025
Resigned Cuthbert, Adam Derek as Director
12 August 2022
Appointed Black, Matthew Alexander as Director
12 August 2022
Appointed Cuthbert, Adam Derek as Director
2 February 2021
Appointed Jacques, Anthony Alan as Director
26 July 2020
Appointed Smith, Emma Louise as Secretary
26 July 2020
Appointed Smith, Emma Louise as Director
10 July 2020
Resigned Jones, Andrew Philip as Director
19 October 2015
Appointed Jones, Andrew Philip as Director
19 March 2013
Resigned Smith, Emma Louise as Director
26 February 2013
Appointed Smith, Emma Louise as Director
26 February 2013
Resigned Cassells, Roger Alexander as Director
15 February 2013
Resigned Gough, Mary as Secretary
4 February 2013
Resigned Gough, Mary Rosina as Secretary
4 February 2013
Resigned Gough, Mary Rosina as Director
2 April 2012
30 November 2011
Appointed Cassells, Roger Alexander as Director
26 May 2010
Appointed Gough, Mary as Secretary
26 May 2010
Resigned Johnson, Brian as Secretary
26 March 2007
Appointed Johnson, Brian as Secretary
22 March 2007
Resigned Ward, Christopher Graham as Director
30 November 2005
Resigned Gough, Albert Thomas as Secretary
19 June 2005
Appointed Ward, Christopher Graham as Director
16 June 2003
Appointed Gough, Albert Thomas as Secretary
10 June 2003
Resigned Waterlow Secretaries Limited as Corporate Nominee Secretary
10 June 2003
Appointed Waterlow Nominees Limited as Corporate Nominee Director
10 June 2003
Resigned Waterlow Nominees Limited as Corporate Nominee Director
10 June 2003
Appointed Gough, Mary Rosina as Secretary
10 June 2003
Appointed Waterlow Secretaries Limited as Corporate Nominee Secretary
10 June 2003
Appointed Gough, Mary Rosina as Director

Ownership 1 active

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

Corporate entity · Notified 29 August 2026
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Private Company Limited By Shares
Reg. no. 17120864
Former controllers (1)
29 August 2026
Ceased Elevation Financial Group Limited — Owns 75–100% of shares

Group structure 6 companies

Ownership group derived from the Companies House PSC register

Cador Wealth Ltd
Cador Bidco Ltd Owns 75–100% of shares
Elevation Wealth Management Limited This company Owns 75–100% of shares
Elevation Estate Planning Limited Owns 75–100% of shares
Integra Publishing Ltd Owns 75–100% of shares
Thornton Claverley Independent Financial Advisers Limited Owns 75–100% of shares

Financials

Balance sheet as at 31 March 2025 · total exemption full accounts

Net Assets
£1,259,499
Cash
£526,927
Debt Ratio
75%
Current Ratio
2.8x

Trend

Net Assets
£0 £500k £1.0M £1.5M 2020 2021 2022 2023 2024 2025 £111,176 £24,954 £119,835 £386,218 £891,277 £1,259,499
Balance sheet detail
202520242023202220212020
Fixed Assets£531,738£737,838£909,501£1,223,542£980,625£434,743
Current Assets£4,551,118£3,732,303£2,881,979£2,824,324£2,467,350£421,880
Debtors£4,024,191£3,564,069£2,509,772£2,395,134£1,860,431£371,653
Cash£526,927£168,234£372,207£429,190£606,919£50,227
Creditors (< 1 year)£1,602,415£1,025,172£1,445,843£1,378,630£1,079,361£553,483
Creditors (> 1 year)£2,209,497£0£1,949,829£2,541,248£2,337,942£188,563
Net Current Assets£2,948,703£2,707,131£1,436,136£1,445,694£1,387,989(£131,603)
Net Assets£1,259,499£891,277£386,218£119,835£24,954£111,176
Shareholder Funds£1,259,499£891,277£386,218£119,835£24,954£111,176

Filings 119

DateDescriptionMade Up ToPagesPDF
5 October 2026Termination of appointment of a director
5 October 2026Termination of appointment of a director
5 October 2026Termination of appointment of a director
5 October 2026Termination of appointment of a director
10 September 2026Memorandum and Articles of Association
Show all 119 filings

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