Elevation Wealth Management (east Midlands) Limited in Birmingham, B35 7AZ

Description

Data updated on: 01-11-2023

Elevation Wealth Management (east Midlands) is a business situated at B35 7AZ Birmingham at Elevation House, Unit 1 Marlin Office Village Chester Road. The firm was formed in 2015 and is registered as reg. no. 09854184. The firm has been active on the UK market for nine years now and its current state is active. It has been already 4 years since Elevation Wealth Management (east Midlands) Limited is no longer identified under the name Elevation Investment Management (east Midlands). This enterprise's SIC code is 64999 : Financial intermediation not elsewhere classified. Elevation Wealth Management (east Midlands) Ltd reported its account information for the financial period up to 2023-03-31. The company's most recent confirmation statement was submitted on 2022-11-03.

We have a number of three directors overseeing this particular firm right now, including Emma S., Adam C. and Anthony S. who have been carrying out the directors assignments since 2020.

Previous company's names
Elevation Wealth Management (east Midlands) Limited 2020-12-02
Elevation Investment Management (east Midlands) Limited 2015-11-03

Financial data based on annual reports

Profit & Loss
Date of Accounts	2017-03-31	2018-03-31	2019-03-31	2020-03-31	2021-03-31	2022-03-31	2023-03-31
Currency

Balance Sheet
Cash Bank On Hand	3 713	1 961	990	474	11 518	31	22
Current Assets	180 729	194 545	249 951	277 865	312 421	407 899	489 056
Debtors	177 016	192 584	248 961	277 391	300 903	407 868	489 034
Net Assets Liabilities	78 436	52 909	89 573	102 998	122 440	179 076	228 806
Other Debtors	56 678	33 560	29 875	26 176	300 903	333 570	432 520
Property Plant Equipment					911	909	718

Other Financial Data
Accrued Liabilities Deferred Income				5 900	4 350	18 065	5 172
Accumulated Amortisation Impairment Intangible Assets		27 308	54 962	79 449	103 449	127 449	151 449
Accumulated Depreciation Impairment Property Plant Equipment					137	379	570
Average Number Employees During Period	2	2	2	2	3	3	3
Corporation Tax Payable				24 978	26 066	26 324	64 509
Creditors	102 293	55 051	25 401	283 867	275 892	26 324	297 968
Dividends Paid On Shares				109 000
Fixed Assets				109 000	85 911	61 909	37 718
Increase From Amortisation Charge For Year Intangible Assets		27 308	27 654	24 487	24 000	24 000	24 000
Increase From Depreciation Charge For Year Property Plant Equipment					137	242	191
Intangible Assets		191 141	133 487	109 000	85 000	61 000	37 000
Intangible Assets Gross Cost		218 449	188 449	188 449	188 449	188 449
Net Current Assets Liabilities	78 436	-83 181	-18 513	-6 002	36 529	143 491	191 088
Other Creditors	1 600	55 051	25 401	31 354	226 615	226 615	226 615
Other Remaining Borrowings				25 454	14 412
Prepayments Accrued Income				26 075
Property Plant Equipment Gross Cost					1 048	1 288
Total Additions Including From Business Combinations Property Plant Equipment					1 048	240
Total Assets Less Current Liabilities	78 436	107 960	114 974	102 998	122 440	205 400	228 806
Trade Creditors Trade Payables	25 494			860	4 449	647	1 672
Trade Debtors Trade Receivables	5 523					74 298	56 514
Amounts Owed By Group Undertakings	114 815	159 024	219 086	251 215
Amounts Owed To Group Undertakings	55 615	249 154	219 154	226 675
Number Shares Issued Fully Paid		40	40	40
Other Taxation Social Security Payable	19 584	418	15 611	24 978
Par Value Share		1	1	1
Total Additions Including From Business Combinations Intangible Assets		218 449

Company staff

Emma S.

Role: Director

Appointed: 26 July 2020

Latest update: 6 March 2024

Emma S.

Role: Secretary

Appointed: 26 July 2020

Latest update: 6 March 2024

Adam C.

Role: Director

Appointed: 03 November 2015

Latest update: 6 March 2024

Anthony S.

Role: Director

Appointed: 03 November 2015

Latest update: 6 March 2024

People with significant control

The companies with significant control over the firm include: Elevation Wealth Management Limited owns 1/2 or less of company shares and has 1/2 or less of voting rights. This company can be reached in Birmingham at Chester Road, Castle Vale, B35 7AZ and was registered as a PSC under the reg no 04794182. Elevation Financial Group Limited owns over 1/2 to 3/4 of company shares . This company can be reached in Birmingham at Chester Road, Castle Vale, B35 7AZ and was registered as a PSC under the reg no 07579685.

Elevation Wealth Management Limited

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

Legal authority Companies Act 2006

Legal form Private Limited Company

Country registered United Kingdom

Place registered Companies House

Registration number 04794182

Notified on 12 August 2022

Nature of control:

1/2 or less of voting rights

1/2 or less of shares

Elevation Financial Group Limited

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

Legal authority Icaew

Legal form Private Limited Company

Country registered England

Place registered England & Wales

Registration number 07579685

Notified on 6 April 2016

Nature of control:

over 1/2 to 3/4 of shares

Amk Financial Management Ltd

Address: 24 Nottingham South & Wilford Industrial Estate, Nottingham, NG11 7EP, England

Legal authority Icaew

Legal form Private Limited Company

Country registered England

Place registered England & Wales

Registration number 08278681

Notified on 6 April 2016

Ceased on 12 August 2022

Nature of control:

1/2 or less of shares

Adam C.

Notified on 6 April 2016

Ceased on 6 April 2016

Nature of control:

1/2 or less of voting rights

1/2 or less of shares

Anthony S.

Notified on 6 April 2016

Ceased on 6 April 2016

Nature of control:

1/2 or less of voting rights

1/2 or less of shares

Emma S.

Notified on 6 April 2016

Ceased on 6 April 2016

Nature of control:

1/2 or less of voting rights

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	17 November 2023
Confirmation statement last made up date	03 November 2022

Annual Accounts
Start Date For Period Covered By Report	03 November 2015
End Date For Period Covered By Report	31 March 2017
Annual Accounts
Start Date For Period Covered By Report	01 April 2017
End Date For Period Covered By Report	31 March 2018
Annual Accounts
Start Date For Period Covered By Report	01 April 2018
End Date For Period Covered By Report	31 March 2019
Annual Accounts
Start Date For Period Covered By Report	01 April 2019
End Date For Period Covered By Report	31 March 2020
Annual Accounts
Start Date For Period Covered By Report	01 April 2019
End Date For Period Covered By Report	31 March 2020
Annual Accounts
Start Date For Period Covered By Report	01 April 2019
End Date For Period Covered By Report	31 March 2020
Annual Accounts
Start Date For Period Covered By Report	01 April 2019
End Date For Period Covered By Report	31 March 2020

Elevation Wealth Management (east Midlands) Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Emma S.

Emma S.

Adam C.

Anthony S.

People with significant control

Elevation Wealth Management Limited

Elevation Financial Group Limited

Amk Financial Management Ltd

Adam C.

Anthony S.

Emma S.

Accounts Documents

Company filings

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