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Elevation Estate Planning Limited

10261639

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

Some Concerns

30/30
Filing
10/30
Financial
38/40
Risk
  • Current liabilities exceed current assets (-10)
  • 1 outstanding charge (-2)

Details

ELEVATION HOUSE ,UNIT 1 MARLIN OFFICE VILLAGE 1250 CHESTER ROAD, BIRMINGHAM, B35 7AZ
Incorporated 04/07/2016

Compliance

Last accounts

31/03/2025

total exemption full

Next accounts due

31/12/2026

On track

Confirmation statement

Last: 03/07/2025

Due 17/07/2026

On track

Industry

66190
Other activities auxiliary to financial services

Officers

Mr Anthony Arthur James Bannard Smith

director · Since 04/07/2016

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 Wealth Management Limited

75–100% shares
75–100% votes
Appoint directors

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

Reg: 04794182 · Companies House · Limited Company

Notified 03/10/2021

Former PSCs

Elevation Financial Group Limited

Ceased 03/10/2021

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 3233+ SIC 66190 peers
44

Financial strength28th percentile among SIC peers · 7/25
Employees15th percentile among SIC peers · 2/15
LiquidityCurrent ratio 3.33× · 20/20
Longevity10 years trading (max 15) · 10/15
Filing complianceAll filings up to date · 15/15
Outstanding charges -10
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3233Elevation Estate Planning Limited
53
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.

Longevity10/15 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

£779

Cash in the bank

Net Current Assets

£122k

Working capital

Current Assets

£175k

Current Liabilities

£52k

Fixed Assets

£10k

Debtors

£174k

0avg. employees-2

Tax at Year End

Corp tax£667

Balance Sheet

Assets less current liabilities£132k
Prepared with CCH Software

EstimatesDerived

YearCurrent Ratio
20253.33
20245.30
202313.69
202218.96
202112.98
202010.19
201910.27

Derived from filed accounts. Not audited figures.