Active08563260Private limited companyBirmingham

CEDAR WEALTH PLANNING LIMITED

Significant control: Elevation Wealth Management Limited (75–100%)

Companies HouseCompanies House

From public filings as at 31 Aug 2026; may contain errors or be out of date. Verify at Companies House · Terms

Watch this company

Get an email when Companies House records a change for Cedar Wealth Planning Limited: status, filings, accounts, officers or owners. Free.

Not live yet: alerts start by 15 December 2026. We store your email and this company number only, for these alerts. If alerts don’t launch, we tell you and delete your address. Privacy

Coming soon · product and service lists

What does Cedar Wealth Planning Limited sell?

Registered activity: Financial intermediation not elsewhere classified (SIC 64999). We’re building product and service lists for UK companies. Get this one when it’s ready.

One email, only about this. If we don’t launch within 60 days we’ll tell you. Privacy
01

Summary

Generated from filed data · no estimates

CEDAR WEALTH PLANNING LIMITED is an active private limited company (company number 08563260) incorporated on 10 June 2013, registered in Birmingham. Its registered activity is financial intermediation not elsewhere classified (SIC 64999). Latest small accounts cover the period ending 31 March 2025, with 3 employees on average.

There are 655 companies in financial intermediation not elsewhere classified in Birmingham with filed accounts; the median reports net assets of £7,842 and is 11 years old.

02

Ownership and control

1 active · 1 other
  • Elevation Wealth Management Limited
    corporate entity · since 22 February 2021
    • owns 75–100% of shares
    • holds 75–100% of voting rights
  • Mr Neil Maurice King
    Individual · since 6 April 2016 · ceased 29 August 2026
    • owns 25–50% of shares

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
10 June 201313 yrs ago
Next accounts due
31 December 2026in 67 days
Confirmation statement due
24 June 2027in 242 days

Due dates are expected from Companies House filing rules; confirm on the official register before relying on them.

04

Activity

SIC 64999
Financial intermediation not elsewhere classified
Accounts type
Total Exemption Full
Size band
MicroCompanies Act thresholds
05

Financials

2 periods on record · latest ending 31 March 2025
Net assets
Not reported
Cash at bank
Not reported
Turnover
Not reported
Employees
3
No changevs Mar 2024
Average employees
3
Filed accounts by period, newest first
Period endNet assetsCashDebtorsCreditors <1yTurnoverProfitEmployees
31 March 2025——£82k£7,303——3
31 March 2024——£61k£9,181——3
Current ratio11.26Current assets ÷ creditors within one year

Figures as filed in iXBRL accounts at Companies House. "—" means the line was not reported in that filing.

06

Filing and accounts signals

Facts from the register · no rating
  • Current assets at least 1.5× creditors within one yearCurrent ratio 11.26
  • Incorporated five or more years agoIncorporated 10 June 2013

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

Newest first
  1. Confirmation statement duein 242 days
  2. Next accounts duein 67 days
  3. Accounts period end
  4. Accounts period end
  5. Incorporated
08

Similar companies in Birmingham

Same activity (financial intermediation not elsewhere classified), closest in incorporation date
09

Reminders for CEDAR WEALTH PLANNING LIMITED

Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.

Source: Companies House register, snapshot 2026-08-31; accounts from the Companies House accounts data product. Open Government Licence v3.0. View on Companies House. Methodology · About · Markdown.