Cedar Wealth Planning Limited in Birmingham, B35 7AZ

Description

Data updated on: 01-11-2023

Cedar Wealth Planning Limited,registered as Private Limited Company, based in Elevation House Unit 1 Marlin Office Village Chester Road, Castle Vale in Birmingham. The office's postal code is B35 7AZ. This business has been in existence since 2013. The firm's reg. no. is 08563260. This enterprise's SIC code is 64999, that means Financial intermediation not elsewhere classified. 2023-03-31 is the last time account status updates were reported.

Adam C., Anthony S. and Neil K. are registered as the enterprise's directors and have been working on the company success since February 2021.

The companies that control the firm include: Elevation Wealth Management Limited owns over 3/4 of company shares and has 3/4 to full of voting rights. This company can be reached in Birmingham at Chester Road, Castle Vale, B35 7AZ. Neil K. owns 1/2 or less of company shares.

Financial data based on annual reports

Profit & Loss
Date of Accounts	2014-06-30	2015-06-30	2016-04-30	2017-04-30	2021-04-30	2022-03-31	2023-03-31
Currency
Net Worth	1	1	598

Balance Sheet
Cash Bank On Hand			2 247	10 399	5 846	402	589
Current Assets		1	6 614	13 943	6 527	25 628	23 213
Debtors			4 367	3 544	681	25 226	22 624
Other Debtors			3 783		681	17 996	16 636
Property Plant Equipment			421	799	174	11
Cash Bank In Hand	1	1	2 247
Tangible Fixed Assets			421
Net Assets Liabilities Including Pension Asset Liability	1

Capital & Reserves
Called Up Share Capital	1	1	100
Profit Loss Account Reserve			498
Shareholder Funds	1	1	598

Other Financial Data
Accumulated Depreciation Impairment Property Plant Equipment			210	714	2 231	2 394	2 405
Average Number Employees During Period				2	3	3	3
Corporation Tax Payable					2 477	3 529	1 687
Creditors			6 437	14 140	8 066	12 120	2 512
Increase From Depreciation Charge For Year Property Plant Equipment				504		163	11
Net Current Assets Liabilities		1	177	-197	-1 539	13 508	20 701
Other Creditors			3 500	8 703	5 239	3 333	825
Property Plant Equipment Gross Cost			631	1 513	2 405	2 405
Total Assets Less Current Liabilities	1	1	598	602	-1 365	13 519	20 701
Trade Creditors Trade Payables			165		350	5 258
Trade Debtors Trade Receivables			584	3 544		7 230	5 988
Advances Credits Directors			3 783
Advances Credits Made In Period Directors					4 150
Advances Credits Repaid In Period Directors					13 618
Amount Specific Advance Or Credit Directors			3 783	3 085
Amount Specific Advance Or Credit Made In Period Directors			3 783	25 300
Amount Specific Advance Or Credit Repaid In Period Directors				32 168
Creditors Due Within One Year			6 437
Number Shares Allotted	1	1	50
Other Taxation Social Security Payable			2 772	5 437
Par Value Share	1	1	1
Share Capital Allotted Called Up Paid	1	1	50
Tangible Fixed Assets Additions			631
Tangible Fixed Assets Cost Or Valuation			631
Tangible Fixed Assets Depreciation			210
Tangible Fixed Assets Depreciation Charged In Period			210
Total Additions Including From Business Combinations Property Plant Equipment				882

Company staff

Adam C.

Role: Director

Appointed: 22 February 2021

Latest update: 1 April 2024

Anthony S.

Role: Director

Appointed: 22 February 2021

Latest update: 1 April 2024

Neil K.

Role: Director

Appointed: 10 June 2013

Latest update: 1 April 2024

People with significant control

Elevation Wealth Management Limited

Address: Elevation House Unit 1 Chester Road, Castle Vale, Birmingham, B35 7AZ, England

Legal authority Companies Act 2006

Legal form Private Limited Company

Notified on 22 February 2021

Nature of control:

over 3/4 of shares

3/4 to full of voting rights

Neil K.

Notified on 6 April 2016

Nature of control:

1/2 or less of shares

Accounts Documents

Account next due date	31 December 2024
Account last made up date	31 March 2023
Confirmation statement next due date	24 June 2024
Confirmation statement last made up date	10 June 2023

Annual Accounts 30 June 2014
Start Date For Period Covered By Report	2013-06-10
End Date For Period Covered By Report	2014-06-30
Date Approval Accounts	30 June 2014
Annual Accounts 8 January 2016
Start Date For Period Covered By Report	01 July 2014
End Date For Period Covered By Report	30 June 2015
Date Approval Accounts	8 January 2016
Annual Accounts 23 January 2017
Start Date For Period Covered By Report	01 July 2015
End Date For Period Covered By Report	30 April 2016
Date Approval Accounts	23 January 2017
Annual Accounts
Start Date For Period Covered By Report	01 May 2016
Annual Accounts
Start Date For Period Covered By Report	01 May 2016
End Date For Period Covered By Report	30 April 2017
Annual Accounts
Start Date For Period Covered By Report	01 May 2016
End Date For Period Covered By Report	30 April 2017
Annual Accounts
Start Date For Period Covered By Report	01 May 2016
End Date For Period Covered By Report	30 April 2017
Annual Accounts
Start Date For Period Covered By Report	01 May 2016
End Date For Period Covered By Report	30 April 2017
Annual Accounts
Start Date For Period Covered By Report	01 May 2016
End Date For Period Covered By Report	30 April 2017
Annual Accounts
End Date For Period Covered By Report	30 April 2017
Annual Accounts
End Date For Period Covered By Report	30 April 2017

Cedar Wealth Planning Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Adam C.

Anthony S.

Neil K.

Kathryn S.

Ian G.

People with significant control

Elevation Wealth Management Limited

Neil K.

Accounts Documents

Company filings

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