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Cedar Wealth Planning Limited

08563260

active
Private Limited Company
england wales
Companies House
Health Score
78 / 100

Some Concerns

30/30
Filing
10/30
Financial
38/40
Risk
  • 1 outstanding charge (-2)

Details

ELEVATION HOUSE UNIT 1 MARLIN OFFICE VILLAGE CHESTER ROAD, BIRMINGHAM, B35 7AZ
Incorporated 10/06/2013

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

64999
Other financial service activities

Officers

Mr Neil Maurice King

director · Since 10/06/2013

ACCOUNTANT

BRITISH · UNITED KINGDOM · Age 59

Also on 2 other boards

Mr Anthony Arthur James Bannard Smith

director · Since 22/02/2021

IFA

BRITISH · ENGLAND · Age 64

Persons with Significant Control

Mr Neil Maurice King

25–50% shares

British · England · Age 59

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

Notified 06/04/2016

Elevation Wealth Management Limited

75–100% shares
75–100% votes

Elevation House Unit 1, Chester Road, Birmingham, B35 7AZ

Notified 22/02/2021

Charges1 outstanding

Charge
outstanding

SHAWBROOK BANK LIMITED

Created 25/05/2021Registered 28/05/2021

CompanyRankvs 17191+ SIC 64999 peers
27

Financial strength28th percentile among SIC peers · 7/25
Employees16th percentile among SIC peers · 2/15
LiquidityNo balance sheet data · 0/20
Longevity13 years trading (max 15) · 13/15
Filing complianceAll filings up to date · 15/15
Outstanding charges -10
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How is this score calculated?
Financial strength7/25 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.

Liquidity0/20 pts

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

Longevity13/15 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

£100

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

£75k

Working capital

Current Assets

Current Liabilities

£7k

Fixed Assets

£0

Debtors

£82k

0avg. employees-3

Tax at Year End

Corp tax£5k

Director Loans(2021)

Directors owe company£9k
Prepared with CCH Software

EstimatesDerived

YearCurrent Ratio
20246.67
20239.24
20222.11
20210.81
20201.01
20191.01
20181.39

Derived from filed accounts. Not audited figures.