Elevation Wealth Management Limited
Elevation Wealth Management Limited is an active company incorporated on 10 June 2003 with the registered office located in Birmingham, West Midlands. Elevation Wealth Management Limited was registered 22 years ago.
Status
Active
Active since 20 years ago
Company No
04794182
Private limited company
Age
22 years
Incorporated 10 June 2003
Size
Small
Balance sheet is under £7.5M
Under 50 employees
Confirmation
Submitted
Dated 10 June 2025 (2 months ago)
Next confirmation dated 10 June 2026
Due by 24 June 2026 (9 months remaining)
Last change occurred 2 years 2 months ago
Accounts
Submitted
For period 1 Apr ⟶ 31 Mar 2024 (1 year)
Accounts type is Total Exemption Full
Next accounts for period 31 March 2025
Due by 31 December 2025 (3 months remaining)
Shareholders, PSCs & Group Structure
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Mutual Companies
Mr Anthony Arthur James Bannard Smith, Mrs Emma Louise Smith, and 1 more are mutual people.
Active
Mr Anthony Arthur James Bannard Smith and Mrs Emma Louise Smith are mutual people.
Active
Mr Anthony Arthur James Bannard Smith and Mrs Emma Louise Smith are mutual people.
Active
Adam Derek Cuthbert is a mutual person.
Active
Mr Anthony Alan Jacques is a mutual person.
Active
Brands
Elevation Wealth Management is a privately owned financial advisory firm with offices in Birmingham and London, providing independent financial advice to corporate and private individuals.
Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
31 Mar 2024
For period 31 Mar ⟶ 31 Mar 2024
Traded for 12 months
Cash in Bank
£168.23K
Decreased by £203.97K (-55%)
Turnover
Unreported
Same as previous period
Employees
27
Increased by 2 (+8%)
Total Assets
£4.47M
Increased by £678.66K (+18%)
Total Liabilities
-£3.58M
Increased by £173.6K (+5%)
Net Assets
£891.28K
Increased by £505.06K (+131%)
Debt Ratio (%)
80%
Decreased by 9.75% (-11%)
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Repayment History
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