Annual accounts
Total Exemption Full accounts
31/12/2026Filing deadline
Made up to 31/03/2025Due 31/12/2026
- Next accounts made up to
- 31/03/2026
- Last accounts made up to
- 31/03/2025
ELEVATION WEALTH MANAGEMENT LIMITED
Active- 04794182Copy
Copy
Registry details
Reference data exactly as held at Companies House.
Copy registry details
- Registered office
- Elevation House Unit 1 Marlin Office Village, Chester Road, Castle Vale, Birmingham B35 7AZ
- Classification (SIC)
- Activities auxiliary to financial intermediation n.e.c. (66.19 - SIC 2007)
- Accounts type
- Total Exemption Full
Company activity
The 4 most recent documents filed at Companies House.
Pre-Score for UK companies is coming soon
- 08/09/2026View PDF (1 pages)
Termination of appointment of Emma Louise Smith as a director on 2026-08-29
- 08/09/2026View PDF (2 pages)
Appointment of Mr Steven Paul Lloyd as a director on 2026-08-29
- 08/09/2026View PDF (1 pages)
Termination of appointment of Anthony Alan Jacques as a director on 2026-08-29
- 08/09/2026View PDF (1 pages)
Cessation of Elevation Financial Group Limited as a person with significant control on 2026-08-29
Coming soon
What Pre-Score will tell you
- Whether the filed accounts are strengthening or weakening year on year.
- Whether this company files on time, and how often its record changes.
- How its officers and controlling parties connect to other UK companies.
Accounts and confirmation statement
The two filings Companies House requires every year, and where each one stands against its deadline today.
On schedule
Confirmation statement
Confirms the registry record is up to date
- Next statement date
- 10/06/2026
- Last statement dated
- 31/03/2025
Financial performance
The latest figures ELEVATION WEALTH MANAGEMENT LIMITED filed. Okredo holds filed accounts data for 2021–2025; the year-by-year record is on the financials page.
Net Assets
£1.26M2025
41.31%vs 20242024: £891.28K
Total Assets
£5.15M2025
13.74%vs 20242024: £4.52M
Cash in Bank
£526.93K2025
213.21%vs 20242024: £168.23K
Total Liabilities
£3.82M2025
6.83%vs 20242024: £3.58M
Employees
02025
0vs 20242024: 0
Of the 4 measures with an earlier filing to compare against, 4 rose. Total assets moved furthest, up 13.74% on 2024. See the full financial analysis for ELEVATION WEALTH MANAGEMENT LIMITED.
The full financial record
Four ways through ELEVATION WEALTH MANAGEMENT LIMITED's filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
Net Assets · +80.6% a year (CAGR)Three-year trend, 2023–2025Every measure end to end across 2023, 2024 and 2025, with the compound rate behind each one.See what moved5 chartsCharts by indicator5 filed indicators plotted year by year, 2021–2025.Plot the figuresNothing estimatedRatios from the filed figures4 ratios computed from this company's own reported amounts, each shown against the year it was derived from.Check the ratios5 × 5 yearsEvery figure by yearAll 5 measures Okredo tracks across 5 reported years, exactly as filed.Open the table
Employees
Headcount as reported to Companies House for 2021–2025.
| Year | Employees | Change |
|---|---|---|
| 2025 | 0 | 0 |
| 2024 | 0 | -25 |
| 2023 | 25 | +2 |
| 2022 | 23 | +7 |
| 2021 | 16 | – |
Reported employee count decreased from 16 in 2021 to 0 in 2025. See how headcount moved alongside the reported financials.
Credit report
It is a professional assessment of the company 's performance, revealing company's potential and risks, showing it's past experiences and revealing future prospects.
- Company potential
- Risk indicators
- Past performance
- Future prospects
Officers
21Directors, secretaries and other appointed officers, with the period each has served.
| Person | Role | Period | Connected companies |
|---|---|---|---|
| Director | 02/04/2012–Present | 29 | |
| Director | 12/08/2022–Present | 10 | |
| Director | 12/08/2022–29/08/2026 | 0 | |
| Nominee Secretary | 10/06/2003–10/06/2003 | 38039 | |
| Nominee Director | 10/06/2003–10/06/2003 | 36021 | |
| Director | 19/06/2005–22/03/2007 | 6 | |
| Director | 19/10/2015–10/07/2020 | 6 | |
| Director | 26/02/2013–19/03/2013 | 13 | |
| Director | 26/07/2020–29/08/2026 | 13 | |
| Director | 29/08/2026–Present | 23 | |
| Director | 29/08/2026–Present | 14 | |
| Director | 02/02/2021–29/08/2026 | 1 | |
| Director | 30/11/2011–26/02/2013 | 9 | |
| Secretary | 26/07/2020–29/08/2026 | 0 | |
| Secretary | 16/06/2003–30/11/2005 | 0 | |
| Secretary | 10/06/2003–04/02/2013 | 0 | |
| Secretary | 26/03/2007–26/05/2010 | 0 | |
| Secretary | 26/05/2010–15/02/2013 | 0 | |
| Director | 10/06/2003–04/02/2013 | 2 | |
| Director | 29/08/2026–Present | 14 | |
| Director | 29/08/2026–Present | 9 |
Filing history and recent activity
Every document on the Companies House record, newest first.
- Filings on record
- 21 Since 15/12/2022
- Last 12 months
- 12 +10 vs the year before
- Most recent filing
- 08/09/2026 less than a month ago
What changed in the last year
- Officer changes (10)Latest 08/09/2026
- Confirmation statementLatest 24/06/2026
- Accounts filedLatest 17/12/2025
Filing timeline
- 08/09/2026View PDF (1 pages)
Termination of appointment of Emma Louise Smith as a director on 2026-08-29
- 08/09/2026View PDF (2 pages)
Appointment of Mr Steven Paul Lloyd as a director on 2026-08-29
- 08/09/2026View PDF (1 pages)
Termination of appointment of Anthony Alan Jacques as a director on 2026-08-29
- 08/09/2026View PDF (1 pages)
Cessation of Elevation Financial Group Limited as a person with significant control on 2026-08-29
- 08/09/2026View PDF (2 pages)
Notification of Cador Bidco Ltd as a person with significant control on 2026-08-29
- 08/09/2026View PDF (1 pages)
Termination of appointment of Emma Louise Smith as a secretary on 2026-08-29
- 08/09/2026View PDF (2 pages)
Appointment of Mr Craig Andrew Tocknell as a director on 2026-08-29
- 08/09/2026View PDF (2 pages)
Appointment of Mr Giles Richard Beale as a director on 2026-08-29
- 08/09/2026View PDF (1 pages)
Termination of appointment of Matthew Alexander Black as a director on 2026-08-29
- 08/09/2026View PDF (2 pages)
Appointment of Mr Paul Jason Roger Nathan as a director on 2026-08-29
- 24/06/2026View PDF (4 pages)
Confirmation statement made on 2026-06-10 with no updates
- 17/12/2025View PDF (11 pages)
Total exemption full accounts made up to 2025-03-31
Showing 12 of 21 filings
See when the next accounts and confirmation statement are due
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About ELEVATION WEALTH MANAGEMENT LIMITED
A short description of the company, written from its Companies House record.
ELEVATION WEALTH MANAGEMENT LIMITED is a private limited company registered in the United Kingdom, based in Elevation House Unit 1 Marlin Office Village, Chester Road, Castle Vale, Birmingham B35 7AZ. Companies House classifies its business as Activities auxiliary to financial intermediation n.e.c.. It has been on the register for 23 years 3 months.
The register currently records it as active. Its 2025 accounts report net assets of £1.26M and 0 employees.
ELEVATION WEALTH MANAGEMENT LIMITED: frequently asked questions
Answered from this company's own registry record and filed figures.
What does ELEVATION WEALTH MANAGEMENT LIMITED do?
Companies House records ELEVATION WEALTH MANAGEMENT LIMITED under one registered business activity: Activities auxiliary to financial intermediation n.e.c. (66.19 - SIC 2007).
Is ELEVATION WEALTH MANAGEMENT LIMITED still active?
ELEVATION WEALTH MANAGEMENT LIMITED is recorded as active on the Companies House register, and has been on it since 10/06/2003.
What are ELEVATION WEALTH MANAGEMENT LIMITED's latest reported financials?
The most recent accounts Okredo holds cover 2025 and report net assets of £1.26M, total assets of £5.15M, cash in bank of £526.93K and total liabilities of £3.82M.
When did ELEVATION WEALTH MANAGEMENT LIMITED last file with Companies House?
The most recent document on the record is dated 08/09/2026: Termination of appointment of Emma Louise Smith as a director on 2026-08-29, less than a month ago.
When are ELEVATION WEALTH MANAGEMENT LIMITED's next filings due?
On the current registry record, accounts are due by 31/12/2026.
Who runs ELEVATION WEALTH MANAGEMENT LIMITED?
Companies House lists 21 officers (6 currently in post) and 0 people with significant control.