−£12k
−4377%vs Apr 2024Active08039296Private limited companySt Helens
ELEVATE WEALTH AND FINANCIAL PLANNING LTD
Significant control: Kerry Wood (25–50%), Joel Christopher Wood (50–75%)
From public filings as at 31 Aug 2026; may contain errors or be out of date. Verify at Companies House · Terms
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What does Elevate Wealth And Financial Planning Ltd sell?
Registered activity: Activities auxiliary to financial intermediation n.e.c. (SIC 66190). We’re building product and service lists for UK companies. Get this one when it’s ready.
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01
Summary
ELEVATE WEALTH AND FINANCIAL PLANNING LTD is an active private limited company (company number 08039296) incorporated on 20 April 2012, registered in St Helens. Its registered activity is activities auxiliary to financial intermediation n.e.c. (SIC 66190). Latest small accounts cover the period ending 30 April 2025, showing net assets of −£12k and cash of £245, with 1 employee on average. Net assets fell 4377% on the prior period (£284).
Peer position · net assets
By net assets it sits in the bottom quarter of 297 comparable companies in Manchester (median £3,000, upper quartile £53k).
02
Ownership and control
- Ms Kerry Wood
- owns 25–50% of shares
- holds 25–50% of voting rights
- Mr Joel Christopher Wood
- owns 50–75% of shares
- holds 50–75% of voting rights
Persons with significant control hold 25% or more of shares or voting rights. Smaller shareholdings are only listed in confirmation-statement documents. Directors and secretaries: see the officers list at Companies House.
03
Key dates
- Incorporated
- 20 April 201214 yrs ago
- Next accounts due
- 30 January 2027in 98 days
- Confirmation statement due
- 4 May 2027in 192 days
Due dates are expected from Companies House filing rules; confirm on the official register before relying on them.
04
Activity
- SIC 66190
- Activities auxiliary to financial intermediation n.e.c.
- Accounts type
- Total Exemption Full
- Size band
- MicroCompanies Act thresholds
05
Financials
£245
vs Apr 2024Not reported
1
No changevs Apr 2024| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 30 April 2025 | −£12k | £245 | £43k | £50k | — | — | 1 |
| 30 April 2024 | £284 | £0 | £44k | £37k | — | — | 1 |
Current ratio0.88Current assets ÷ creditors within one year
Cash per employee£245Cash ÷ average employees
Figures as filed in iXBRL accounts at Companies House. "—" means the line was not reported in that filing.
06
Filing and accounts signals
- Net assets below zeroNet assets £-12,147 at 30 April 2025
- Net assets down 25% or more on the prior period-4377.1% vs prior period
- Current assets below creditors within one yearCurrent ratio 0.88
- Incorporated five or more years agoIncorporated 20 April 2012
Neutral facts read from the register and filed accounts, each with its evidence. They are not a rating, a prediction or advice, and may be incomplete or out of date. How each signal is derived.
07
Timeline
- Confirmation statement duein 192 days
- Next accounts duein 98 days
- Accounts period endNet liabilities £12k · small accounts
- Accounts period endNet assets £284 · small accounts
- Incorporated
08
Similar companies in Manchester
- N E BETH SERVICES LIMITEDSalford · inc. Apr 2012
- FORM ONLINE BUSINESS SERVICES LIMITEDManchester · inc. May 2012
- CASSONS FINANCIAL PLANNING LIMITEDAltrincham · inc. Mar 2012
- BRIGHTSIDE BUSINESS LIMITEDBolton · inc. Mar 2012
- OLUSOLA AYOOLA LIMITEDManchester · inc. Jun 2012
- HELP YOU COMPLY LIMITEDManchester · inc. Feb 2012
All companies incorporated on 20 April 2012 · in Apr 2012.
09
Reminders for ELEVATE WEALTH AND FINANCIAL PLANNING LTD
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.