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Elevation Wealth Management Limited

04794182

active
Private Limited Company
england wales
Companies House
Health Score
88 / 100

Healthy

30/30
Filing
20/30
Financial
38/40
Risk
  • 1 outstanding charge (-2)

Details

ELEVATION HOUSE UNIT 1 MARLIN OFFICE VILLAGE, CASTLE VALE, B35 7AZ
Incorporated 10/06/2003

Compliance

Last accounts

31/03/2025

total exemption full

Next accounts due

31/12/2026

On track

Confirmation statement

Last: 10/06/2025

Due 24/06/2026

On track

Industry

66190
Other activities auxiliary to financial services

Officers

Mr Anthony Arthur James Bannard Smith

director · Since 02/04/2012

FINANCIAL ADVISOR

BRITISH · UNITED KINGDOM · Age 64

Also on 22 other boards

Mrs Emma Louise Smith

secretary · Since 26/07/2020

Also on 4 other boards

Mrs Emma Louise Smith

director · Since 26/07/2020

DIRECTOR

BRITISH · ENGLAND · Age 59

Also on 4 other boards

Mr Anthony Alan Jacques

director · Since 02/02/2021

DIRECTOR AND INDEPENDENT FINANCIAL ADVIS

BRITISH · ENGLAND · Age 49

Mr Matthew Alexander Black

director · Since 12/08/2022

DIRECTOR

BRITISH · ENGLAND · Age 37

Persons with Significant Control

Elevation Financial Group Limited

75–100% shares
75–100% votes

Elevation House, Unit 1,Marlin Office Village, Chester Rd, Birmingham, B35 7AZ

Reg: 07579685 · 07579685 · Private Limited Company

Notified 06/04/2016

Charges1 outstanding

Charge
outstanding

SHAWBROOK BANK LIMITED

Created 02/02/2021Registered 03/02/2021
Charge
satisfied

BCRS CIEF LIMITED

Created 08/06/2020Registered 18/06/2020Satisfied 05/02/2021
Charge
satisfied

IW CAPITAL (SECURITY TRUSTEE) LIMITED

Created 13/12/2017Registered 14/12/2017Satisfied 10/08/2023
charge
satisfied

THINCATS LOAN SYNDICATES LIMITED

Created 29/10/2012Registered 03/11/2012Satisfied 14/12/2017

CompanyRankvs 11460+ SIC 66190 peers
66

Financial strength96th percentile among SIC peers · 24/25
Employees15th percentile among SIC peers · 2/15
LiquidityCurrent ratio 2.84× · 20/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
Outstanding charges -10
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How is this score calculated?
Financial strength24/25 pts

Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.

Employees2/15 pts

Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.

Liquidity20/20 pts

Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.

Longevity15/15 pts

One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.

Filing compliance15/15 pts

Full 15 points when both annual accounts and confirmation statement are filed on time. Points are deducted for each overdue filing.

Risk deductions

Outstanding charges: -10 pts

Maximum score is 100. Deductions apply for insolvency history, outstanding charges, going concern doubt, or disqualified officers.

Key FinancialsYear ending 31/03/2025

Net Worth

£1.3M

Balance sheet strength

Cash

£527k

Cash in the bank

Net Current Assets

£2.9M

Working capital

Current Assets

£4.6M

Current Liabilities

£1.6M

Fixed Assets

£532k

Debtors

£4.0M

0avg. employees-27

Tax at Year End

Corp tax£150k

Balance Sheet

Intangible assets£469k
Assets less current liabilities£3.5M
Prepared with CCH Software

EstimatesDerived

YearCurrent RatioImplied Profit
20252.84+£368k
20243.64+£505k
20231.99+£266k
20222.05+£95k
20212.29-£86k
20200.76-£19k
20190.68

Derived from filed accounts. Not audited figures.