# ELEVATE WEALTH AND FINANCIAL PLANNING LTD (08039296)

> 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).

- Status: Active
- Incorporated: 2012-04-20
- Registered office: St Helens, WA11 8DW
- SIC 66190: Activities auxiliary to financial intermediation n.e.c.
- Next accounts due: 2027-01-30
- Confirmation statement due: 2027-05-04
- Accounts type: TOTAL EXEMPTION FULL

By net assets it sits in the bottom quarter of 297 comparable companies in Manchester (median £3,000, upper quartile £53k).

## Accounts (as filed)

| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 2025-04-30 | −£12k | £245 | £43k | £50k | — | — | 1 |
| 2024-04-30 | £284 | £0 | £44k | £37k | — | — | 1 |

current ratio 0.88; size band micro.

## Filing and accounts signals (facts, not a rating)

- Net assets below zero: Net 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 year: Current ratio 0.88
- Incorporated five or more years ago: Incorporated 20 April 2012

How each signal is derived: https://firmoscan.com/methodology

## Persons with significant control

- Ms Kerry Wood — owns 25–50% of shares; holds 25–50% of voting rights, since 2016-04-21
- Mr Joel Christopher Wood — owns 50–75% of shares; holds 50–75% of voting rights, since 2016-04-21

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Source: Companies House register snapshot 2026-08-31, Open Government Licence v3.0. Information may have changed since that date and is not advice or a credit reference; check the official record before relying on it. Official record: https://find-and-update.company-information.service.gov.uk/company/08039296
HTML: https://firmoscan.com/company/08039296-elevate-wealth-and-financial-planning-ltd