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Elevation Wealth Management (East Midlands) Limited

09854184

active - proposal to strike off
Private Limited Company
england wales
Companies House
Health Score
N/A

Details

ELEVATION HOUSE, UNIT 1 MARLIN OFFICE VILLAGE CHESTER ROAD, BIRMINGHAM, B35 7AZ
Incorporated 03/11/2015

Compliance

Last accounts

31/03/2025

total exemption full

Next accounts due

31/12/2026

On track

Confirmation statement

Last: 03/11/2025

Due 17/11/2026

On track

Industry

64999
Other financial service activities

Officers

Mr Anthony Arthur James Bannard Smith

director · Since 03/11/2015

FINANCIAL ADVISER

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

Persons with Significant Control

Elevation Financial Group Limited

50–75% shares

Elevation House, Chester Road, Birmingham, B35 7AZ

Reg: 07579685 · England & Wales · Private Limited Company

Notified 06/04/2016

Elevation Wealth Management Limited

25–50% shares
25–50% votes

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

Reg: 04794182 · Companies House · Private Limited Company

Notified 12/08/2022

Former PSCs

Mr Adam Derek Cuthbert

Ceased 06/04/2016

Mr Anthony Arthur James Bannard Smith

Ceased 06/04/2016

Mrs Emma Louise Smith

Ceased 06/04/2016

Amk Financial Management Ltd

Ceased 12/08/2022

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

CompanyRankvs 18664+ SIC 64999 peers
45

Financial strength28th percentile among SIC peers · 7/25
Employees16th percentile among SIC peers · 2/15
LiquidityCurrent ratio Infinity× · 20/20
Longevity11 years trading (max 15) · 11/15
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.

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.

Longevity11/15 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

£0

Cash in the bank

Net Current Assets

£71

Working capital

Current Assets

£71

Current Liabilities

£0

Debtors

£71

0avg. employees-3

Tax at Year End

Corp tax£0
Prepared with CCH Software

EstimatesDerived

YearCurrent RatioImplied Profit
2025Infinity
20241.06
20231.64+£50k
20221.54
20211.13
20200.98+£13k
20190.93

Derived from filed accounts. Not audited figures.