Filing status
- Accounts due
- 31 December 2026
- Last accounts
- 31 March 2025
- Conf. stmt due
- 17 July 2027
- Last conf. stmt
- 3 July 2026
Elevation Estate Planning Limited
- Incorporated
- 4 July 2016 (10 years)
- Previously known as
- Elevation Corporate Limited (until 11 March 2021)Elevation Estate Planning Limited (until 22 February 2021)
- Industry
- Activities auxiliary to financial intermediation n.e.c. (66190)
- Accounts type
- Total exemption full
- Region
- West Midlands
- Address
- Elevation HouseUnit 1 Marlin Office Village 1250 Chester RoadCastle ValeBirminghamB35 7AZ
Charges
- Total
- 4
- Outstanding
- 2
- Part satisfied
- 0
- Satisfied
- 2
Officers 5 active
Officer details are public data from the Companies House register.
Director · Appointed 29 August 2026
British,Australian
Born March 1983 (43)
Director · Appointed 29 August 2026
British
Born September 1982 (44)
Director · Appointed 29 August 2026
British
Born January 1976 (50)
Director · Appointed 29 August 2026
British
Born September 1968 (58)
Director · Appointed 4 July 2016
British
Born October 1961 (65)
Officer history (3 former)
29 August 2026
29 August 2026
29 August 2026
29 August 2026
29 August 2026
Resigned Smith, Emma Louise as Secretary
29 August 2026
26 July 2020
Appointed Smith, Emma Louise as Secretary
26 July 2020
10 July 2020
4 July 2016
4 July 2016
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 3 October 2021
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Limited Company
Reg. no. 04794182
Former controllers (1)
3 October 2021
Ceased Elevation Financial Group Limited — Owns 75–100% of shares
Group structure 6 companies
Ownership group derived from the Companies House PSC register
Cador Bidco Ltd Owns 75–100% of shares
Elevation Wealth Management Limited Owns 75–100% of shares
Elevation Estate Planning Limited This company 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
- Cash
- £779
- Current Ratio
- 3.3x
Trend
Shareholder Funds
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £9,845 | £1,498 | £673 | £841 | £770 | £1,162 |
| Current Assets | £174,802 | £147,310 | £128,306 | £114,984 | £112,193 | £123,576 |
| Debtors | £174,023 | £147,276 | £128,268 | £114,963 | £112,183 | £123,576 |
| Cash | £779 | £34 | £38 | £21 | £10 | £0 |
| Creditors (< 1 year) | £52,432 | £27,784 | £9,375 | £6,063 | £8,646 | £12,125 |
| Net Current Assets | £122,370 | £119,526 | £118,931 | £108,921 | £103,547 | £111,451 |
| Shareholder Funds | £132,215 | £121,024 | £119,604 | £109,762 | £104,317 | £112,613 |
Filings 42
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 11 September 2026 | Memorandum and Articles of Association | |||
| 11 September 2026 | Resolutions | |||
| 8 September 2026 | Appointment of a director | |||
| 8 September 2026 | Appointment of a director | |||
| 8 September 2026 | Appointment of a director |
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