Elevation Wealth Management Limited

General information

Name:

Elevation Wealth Management Ltd

Office Address:

Elevation House Unit 1 Marlin Office Village Chester Road B35 7AZ Castle Vale

Number: 04794182

Incorporation date: 2003-06-10

End of financial year: 31 March

Category: Private Limited Company

Status: Active

Description

Data updated on:

Elevation Wealth Management Limited may be found at Elevation House Unit 1 Marlin Office Village, Chester Road in Castle Vale. The firm postal code is B35 7AZ. Elevation Wealth Management has been present on the British market since it was set up in 2003. The firm Companies House Reg No. is 04794182. This particular Elevation Wealth Management Limited firm was recognized under three different names before it adapted the current name. This firm was established as of Elevation Investment Management to be switched to Gough Financial Services on 2020/12/02. The third name was current name up till 2003. The company's SIC and NACE codes are 66190 and has the NACE code: Activities auxiliary to financial intermediation n.e.c.. Elevation Wealth Management Ltd reported its latest accounts for the period that ended on 2023/03/31. The business latest annual confirmation statement was released on 2023/06/10.

Having seven recruitment offers since May 6, 2014, the corporation has been one of the most active ones on the job market. Recently, it was searching for job candidates in Castle Vale, Birmingham and Watford. They employ employees on such positions as for example: Ifa Administrator, Ifa Paraplanner and Experienced IFA Administrator.

As stated, this limited company was founded in 2003 and has been overseen by ten directors, out of whom five (Adam C., Matthew B., Anthony J. and 2 other members of the Management Board who might be found within the Company Staff section of this page) are still in the management. Additionally, the managing director's tasks are constantly aided with by a secretary - Emma S., who was selected by this specific limited company in July 2020.

  • Previous company's names
  • Elevation Wealth Management Limited 2020-12-02
  • Elevation Investment Management Limited 2013-11-01
  • Gough Financial Services Limited 2003-07-30
  • M & G Financial Limited 2003-06-10

Financial data based on annual reports

Company staff

Adam C.

Role: Director

Appointed: 12 August 2022

Latest update: 19 April 2024

Matthew B.

Role: Director

Appointed: 12 August 2022

Latest update: 19 April 2024

Anthony J.

Role: Director

Appointed: 02 February 2021

Latest update: 19 April 2024

Emma S.

Role: Secretary

Appointed: 26 July 2020

Latest update: 19 April 2024

Emma S.

Role: Director

Appointed: 26 July 2020

Latest update: 19 April 2024

Anthony S.

Role: Director

Appointed: 02 April 2012

Latest update: 19 April 2024

People with significant control

The companies that control this firm are: Elevation Financial Group Limited owns over 3/4 of company shares and has 3/4 to full of voting rights. This business can be reached in Birmingham at Unit 1,Marlin Office Village, Chester Rd, Castle Bromwich, B35 7AZ, West Midlands and was registered as a PSC under the registration number 07579685.

Elevation Financial Group Limited
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
Notified on 6 April 2016
Nature of control:
over 3/4 of shares
3/4 to full of voting rights

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 25th November 2014
Start Date For Period Covered By Report 01 April 2013
End Date For Period Covered By Report 31 March 2014
Date Approval Accounts 25th November 2014
Annual Accounts 18th December 2015
Start Date For Period Covered By Report 01 April 2014
End Date For Period Covered By Report 31 March 2015
Date Approval Accounts 18th December 2015
Annual Accounts 21st December 2016
Start Date For Period Covered By Report 01 April 2015
End Date For Period Covered By Report 31 March 2016
Date Approval Accounts 21st December 2016
Annual Accounts
Start Date For Period Covered By Report 01 April 2016
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
Annual Accounts 15 March 2013
End Date For Period Covered By Report 31 July 2012
Date Approval Accounts 15 March 2013
Annual Accounts 13 May 2013
End Date For Period Covered By Report 31 March 2013
Date Approval Accounts 13 May 2013

Jobs and Vacancies at Elevation Wealth Management Ltd

Financial Services Administrators - Birmingham in Castle Vale, posted on Thursday 1st February 2018
Region / City Castle Vale
Salary From £22000.00 to £28000.00 per year
Job type permanent
Expiration date Thursday 15th March 2018
 
Life & Pensions Administrator - Corporate in Birmingham, posted on Friday 8th September 2017
Region / City Birmingham
Salary From £23000.00 to £25000.00 per year
Job type permanent
Expiration date Friday 20th October 2017
 
Independent Financial Adviser in Watford, posted on Sunday 1st January 2017
Region / City Watford
Salary From £35000.00 to £40000.00 per year
Job type permanent
Expiration date Monday 13th February 2017
 
Experienced IFA Administrator in Birmingham, posted on Tuesday 2nd June 2015
Region / City Birmingham
Salary From £22000.00 to £24000.00 per year
Job type permanent
Expiration date Wednesday 15th July 2015
 
Ifa Paraplanner in Birmingham, posted on Monday 23rd March 2015
Region / City Birmingham
Salary From £28000.00 to £30000.00 per year
Job type permanent
Expiration date Tuesday 5th May 2015
 
Ifa Administrator in Birmingham, posted on Thursday 7th August 2014
Region / City Midlands, Birmingham
Industry Financial sector
Salary From £18000.00 to £25000.00 per year
Job type full time
Career level none
Education level an A level or its equivalent
Application by email andrew.jones@elevation-group.co.uk
Job reference code APJ2
 
Experienced Financial Services Administrator in Birmingham, posted on Tuesday 6th May 2014
Region / City Birmingham
Salary From £18000.00 to £25000.00 per year
Job type permanent
Expiration date Friday 5th September 2014
 

Company filings

Filing category

Hide filing type
Accounts Address Annual return Capital Change of name Confirmation statement Incorporation Mortgage Officers Resolution
Free Download
Total exemption full company accounts data drawn up to March 31, 2023 (AA)
filed on: 15th, August 2023
accounts
Free Download Download filing (12 pages)

Additional Information

HQ address,
2012

Address:

Elite House 410 Birmingham Road Wylde Green

Post code:

B72 1YJ

City / Town:

Sutton Coldfield

HQ address,
2013

Address:

Elite House 410 Birmingham Road Wylde Green

Post code:

B72 1YJ

City / Town:

Sutton Coldfield

Accountant/Auditor,
2013 - 2012

Name:

Cottons Accountants Llp

Address:

The Stables Church Walk

Post code:

NN11 4BL

City / Town:

Daventry

Search other companies

Services (by SIC Code)

  • 66190 : Activities auxiliary to financial intermediation n.e.c.
20
Company Age

Similar companies nearby

Closest companies