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Elevation Estate Planning Limited

Elevation Estate Planning Limited is an active company incorporated on 4 July 2016 with the registered office located in Birmingham, West Midlands. Elevation Estate Planning Limited was registered 9 years ago.
Status
Active
Active since incorporation
Company No
10261639
Private limited company
Age
9 years
Incorporated 4 July 2016
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 3 July 2025 (4 months ago)
Next confirmation dated 3 July 2026
Due by 17 July 2026 (8 months remaining)
Last change occurred 3 years ago
Accounts
Submitted
For period 1 Apr31 Mar 2024 (1 year)
Accounts type is Total Exemption Full
Next accounts for period 31 March 2025
Due by 31 December 2025 (1 month remaining)
Address
Elevation House ,Unit 1 Marlin Office Village 1250 Chester Road
Castle Vale
Birmingham
West Midlands
B35 7AZ
England
Same address since incorporation
Telephone
0121 4110488
Email
Unreported
People
Officers
3
Shareholders
1
Controllers (PSC)
1
Director • Secretary • British • Lives in England • Born in Jan 1967
Director • Financial Adviser • British • Lives in UK • Born in Oct 1961
Elevation Wealth Management Limited
PSC
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Mutual Companies
Elevation Wealth Management Limited
Mrs Emma Louise Smith and Mr Anthony Arthur James Bannard Smith are mutual people.
Active
Elevation Financial Group Limited
Mrs Emma Louise Smith and Mr Anthony Arthur James Bannard Smith are mutual people.
Active
Elevation Wealth Management (East Midlands) Limited
Mrs Emma Louise Smith and Mr Anthony Arthur James Bannard Smith are mutual people.
Active
North Yorkshire Business Park LLP
Mr Anthony Arthur James Bannard Smith is a mutual person.
Active
Financials
Net Assets, Total Assets & Total Liabilities (2017–2024)
Period Ended
31 Mar 2024
For period 31 Mar31 Mar 2024
Traded for 12 months
Cash in Bank
£34
Decreased by £4 (-11%)
Turnover
Unreported
Same as previous period
Employees
2
Same as previous period
Total Assets
£148.81K
Increased by £19.83K (+15%)
Total Liabilities
-£27.78K
Increased by £18.41K (+196%)
Net Assets
£121.02K
Increased by £1.42K (+1%)
Debt Ratio (%)
19%
Increased by 11.4% (+157%)
Latest Activity
Confirmation Submitted
4 Months Ago on 3 Jul 2025
Full Accounts Submitted
1 Year Ago on 21 Oct 2024
Confirmation Submitted
1 Year 2 Months Ago on 7 Aug 2024
Full Accounts Submitted
2 Years 2 Months Ago on 15 Aug 2023
Charge Satisfied
2 Years 2 Months Ago on 10 Aug 2023
Confirmation Submitted
2 Years 4 Months Ago on 4 Jul 2023
Full Accounts Submitted
3 Years Ago on 27 Jul 2022
Confirmation Submitted
3 Years Ago on 8 Jul 2022
Elevation Wealth Management Limited (PSC) Appointed
4 Years Ago on 3 Oct 2021
Elevation Financial Group Limited (PSC) Resigned
4 Years Ago on 3 Oct 2021
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Documents
Confirmation statement made on 3 July 2025 with no updates
Submitted on 3 Jul 2025
Total exemption full accounts made up to 31 March 2024
Submitted on 21 Oct 2024
Confirmation statement made on 3 July 2024 with no updates
Submitted on 7 Aug 2024
Total exemption full accounts made up to 31 March 2023
Submitted on 15 Aug 2023
Satisfaction of charge 102616390001 in full
Submitted on 10 Aug 2023
Confirmation statement made on 3 July 2023 with no updates
Submitted on 4 Jul 2023
Cessation of Elevation Financial Group Limited as a person with significant control on 3 October 2021
Submitted on 12 Aug 2022
Notification of Elevation Wealth Management Limited as a person with significant control on 3 October 2021
Submitted on 12 Aug 2022
Total exemption full accounts made up to 31 March 2022
Submitted on 27 Jul 2022
Confirmation statement made on 3 July 2022 with updates
Submitted on 8 Jul 2022
Repayment History
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