Filing status
- Accounts due
- 31 January 2027
- Last accounts
- 30 April 2025
- Conf. stmt due
- 8 April 2027
- Last conf. stmt
- 25 March 2026
Elevate Wealth and Financial Planning Ltd
- Incorporated
- 20 April 2012 (14 years)
- Industry
- Activities auxiliary to financial intermediation n.e.c. (66190)
- Directors
- Owned by
- Joel Christopher WoodKerry Wood
- Accounts type
- Total exemption full
- Region
- North West
- Address
- 65 Beech GardensRainfordSt HelensWA11 8DW
Officers 1 active
Officer details are public data from the Companies House register.
Director · Appointed 20 April 2012
British
Born August 1975 (51)
Ownership 2 active
People and entities with significant control, from the Companies House PSC register
Individual · Notified 21 April 2016
Owns 50–75% of shares
Holds 50–75% of voting rights
British
Born August 1975 (51)
Kerry Wood
Individual · Notified 21 April 2016
Owns 25–50% of shares
Holds 25–50% of voting rights
British
Born May 1978 (48)
Financials
Balance sheet as at 30 April 2025 · total exemption full accounts
- Net Assets
- (£12,147)
- Cash
- £245
- Employees
- 1
- Debt Ratio
- 128%
- Current Ratio
- 0.9x
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £0 | £0 | £18 | £559 | ||
| Current Assets | £43,720 | |||||
| Debtors | £43,475 | £44,014 | £27,521 | £19,628 | £22,932 | £9,484 |
| Cash | £245 | |||||
| Creditors (< 1 year) | £49,861 | £36,628 | £18,751 | £10,044 | £23,490 | £9,014 |
| Creditors (> 1 year) | £6,006 | £7,102 | £8,558 | £9,945 | ||
| Net Current Assets | (£6,141) | £7,386 | £8,770 | £9,584 | (£558) | £470 |
| Net Assets | (£12,147) | £284 | £230 | £198 | £542 | £470 |
| Shareholder Funds | £198 | £542 | £470 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 27 March 2026 | Confirmation statement with updates | 25 March 2026 | ||
| 28 January 2026 | Total exemption full accounts | 30 April 2025 | ||
| 17 April 2025 | Confirmation statement with updates | 25 March 2025 | ||
| 31 January 2025 | Total exemption full accounts | 30 April 2024 | ||
| 19 April 2024 | Confirmation statement with updates | 19 April 2024 |
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