Elevation Wealth Management Limited, Castle Vale

Elevation Wealth Management Limited is a private limited company. Once, it was called Elevation Investment Management Limited (it was changed on 2020-12-02). Located at Elevation House Unit 1 Marlin Office Village, Chester Road, Castle Vale B35 7AZ, this 21 years old firm was incorporated on 2003-06-10 and is classified as "activities auxiliary to financial intermediation n.e.c." (Standard Industrial Classification: 66190).
5 directors can be found in this company: Adam C. (appointed on 12 August 2022), Matthew B. (appointed on 12 August 2022), Anthony J. (appointed on 02 February 2021). When it comes to the secretaries (1 in total), we can name: Emma S. (appointed on 26 July 2020).
About
Name: Elevation Wealth Management Limited
Number: 04794182
Incorporation date: 2003-06-10
End of financial year: 31 March
 
Address: Elevation House Unit 1 Marlin Office Village
Chester Road
Castle Vale
B35 7AZ
SIC code: 66190 - Activities auxiliary to financial intermediation n.e.c.
Company staff
People with significant control
Elevation Financial Group Limited
6 April 2016
Address Elevation House Unit 1,Marlin Office Village, Chester Rd, Castle Bromwich, Birmingham, West Midlands, B35 7AZ, England
Legal authority Companies Act
Legal form Private Limited Company
Country registered England And Wales
Place registered 07579685
Registration number 07579685
Nature of control: 75,01-100% shares
75,01-100% voting rights
Financial data
Date of Accounts 2011-07-31 2012-07-31 2013-03-31 2014-03-31 2015-03-31 2016-03-31 2017-03-31 2018-03-31 2019-03-31 2020-03-31 2021-03-31 2022-03-31 2023-03-31 2024-03-31
Current Assets 3,932 93,486 53,116 125,468 302,131 310,095 611,937 554,238 433,059 421,880 2,467,350 2,824,324 2,881,979 3,732,303
Fixed Assets 40,391 20,332 17,043 29,524 20,731 23,161 188,787 643,342 583,869 434,743 980,625 1,223,542 909,501 737,838
Total Assets Less Current Liabilities 30,591 57,253 50,542 61,174 281,791 274,050 627,274 227,869 379,728 303,140 2,368,614 2,669,236 2,345,637 3,444,969
Intangible Fixed Assets 40,000 20,000 16,001 12,001 4,501 7,832 - - - - - - - -
Number Shares Allotted - 100 100 100 100 100 - - - - - - - -
Shareholder Funds 30,591 37,253 50,542 49,674 270,291 259,484 - - - - - - - -
Tangible Fixed Assets 391 332 1,042 17,523 16,230 15,329 - - - - - - - -

The deadline for Elevation Wealth Management Limited confirmation statement filing is 2024-06-24. The latest one was sent on 2023-06-10. The due date for a subsequent annual accounts filing is 31 December 2024. Latest accounts filing was submitted for the time period up to 31 March 2023.

1 person of significant control is reported in the official register, a solitary corporation Elevation Financial Group Limited who has over 3/4 of shares, 3/4 to full of voting rights. This corporate PSC can be found at Unit 1,Marlin Office Village, Chester Rd, Castle Bromwich, B35 7AZ Birmingham, West Midlands.

Company filing
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Total exemption full company accounts data drawn up to March 31, 2024
filed on: 17th, October 2024 | accounts
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