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Elevate Wealth And Financial Planning Ltd

08039296

active
Private Limited Company
Companies House
Health Score
70 / 100

Some Concerns

30/30
Filing
0/30
Financial
40/40
Risk
  • Negative net worth (-10)
  • Current liabilities exceed current assets (-10)

Details

65 BEECH GARDENS, ST HELENS, WA11 8DW
Incorporated 20/04/2012

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

66190
Other activities auxiliary to financial services

Officers

Mr Joel Christopher Wood

director · Since 20/04/2012

INDEPENDENT FINANCIAL ADVISER

BRITISH · ENGLAND · Age 50

Also on 3 other boards

Persons with Significant Control

Mr Joel Christopher Wood

50–75% shares
50–75% votes

British · United Kingdom · Age 50

65, Beech Gardens, St Helens, WA11 8DW

Notified 21/04/2016

Ms Kerry Wood

25–50% shares
25–50% votes

British · United Kingdom · Age 48

65, Beech Gardens, St Helens, WA11 8DW

Notified 21/04/2016

CompanyRankvs 4715+ SIC 66190 peers
43

Financial strength7th percentile among SIC peers · 2/25
Employees37th percentile among SIC peers · 6/15
LiquidityCurrent ratio 0.88× · 6/20
Longevity14 years trading (max 15) · 14/15
Filing complianceAll filings up to date · 15/15
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4715Elevate Wealth And Financial Planning Ltd
39
How is this score calculated?
Financial strength2/25 pts

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

Employees6/15 pts

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

Liquidity6/20 pts

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

Longevity14/15 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.

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

Key FinancialsYear ending 30/04/2025

Net Worth

-£12k

Balance sheet strength

Cash

£245

Cash in the bank

Net Current Assets

-£6k

Working capital

Current Assets

£44k

Current Liabilities

£50k

Debtors

£43k

1avg. employees

Balance Sheet

Bank loans & overdrafts£6k
Assets less current liabilities-£6k
Prepared with Taxfiler

EstimatesDerived

YearCurrent Ratio
20250.88
20190.55
20180.57

Derived from filed accounts. Not audited figures.