Filing status
- Accounts due
- 31 December 2026
- Last accounts
- 31 March 2025
- Conf. stmt due
- 24 June 2027
- Last conf. stmt
- 10 June 2026
Cedar Wealth Planning Limited
- Incorporated
- 10 June 2013 (13 years)
- Industry
- Financial intermediation not elsewhere classified (64999)
- Directors
- Anthony Arthur James Bannard Smith
- Owned by
- Elevation Wealth Management Limited
- Accounts type
- Total exemption full
- Region
- West Midlands
- Address
- Elevation House Unit 1 Marlin Office Village Chester RoadCastle ValeBirminghamB35 7AZ
Charges
- Total
- 2
- Outstanding
- 2
- Part satisfied
- 0
- Satisfied
- 0
Officers 1 active
Officer details are public data from the Companies House register.
Smith, Anthony Arthur James Bannard
Director · Appointed 22 February 2021
British
Born October 1961 (65)
Officer history (8 former)
29 August 2026
29 August 2026
29 August 2026
29 August 2026
29 August 2026
29 August 2026
29 August 2026
29 August 2026
29 August 2026
9 February 2025
22 February 2021
22 February 2021
Resigned Senior, Kathryn Elizabeth as Secretary
22 February 2021
Resigned Grummitt, Ian Arden as Director
22 February 2021
Appointed Smith, Anthony Arthur James Bannard as Director
23 July 2019
Appointed Senior, Kathryn Elizabeth as Secretary
15 July 2015
Appointed Grummitt, Ian Arden as Director
10 June 2013
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Elevation Wealth Management Limited
Corporate entity · Notified 22 February 2021
Owns 75–100% of shares
Holds 75–100% of voting rights
Private Limited Company
Former controllers (1)
29 August 2026
Financials
Balance sheet as at 31 March 2025 · total exemption full accounts
Trend
Shareholder Funds
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £0 | £11 | £174 | £365 | ||
| Current Assets | £61,275 | £23,213 | £25,628 | £6,527 | £13,153 | |
| Debtors | £82,252 | £61,275 | £22,624 | £25,226 | £681 | £10,169 |
| Cash | £0 | £589 | £402 | £5,846 | £2,984 | |
| Creditors (< 1 year) | £7,303 | £9,181 | £2,512 | £12,120 | ||
| Net Current Assets | £74,949 | £52,094 | £20,701 | £13,508 | (£1,539) | £171 |
| Net Assets | (£1,365) | £536 | ||||
| Shareholder Funds | £74,949 | £52,094 | £20,701 | £13,519 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 10 September 2026 | Termination of appointment of a director | |||
| 10 September 2026 | Resolutions | |||
| 8 September 2026 | Cessation of a person with significant control | |||
| 8 September 2026 | Appointment of a director | |||
| 8 September 2026 | Appointment of a director |
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