# CEDAR WEALTH PLANNING LIMITED (08563260)

> 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.

- Status: Active
- Incorporated: 2013-06-10
- Registered office: Birmingham, B35 7AZ
- SIC 64999: Financial intermediation not elsewhere classified
- Next accounts due: 2026-12-31
- Confirmation statement due: 2027-06-24
- Accounts type: TOTAL EXEMPTION FULL

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.

## Accounts (as filed)

| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 2025-03-31 | — | — | £82k | £7,303 | — | — | 3 |
| 2024-03-31 | — | — | £61k | £9,181 | — | — | 3 |

current ratio 11.26; size band micro.

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

- Current assets at least 1.5× creditors within one year: Current ratio 11.26
- Incorporated five or more years ago: Incorporated 10 June 2013

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

## Persons with significant control

- Elevation Wealth Management Limited (corporate-entity) — owns 75–100% of shares; holds 75–100% of voting rights, since 2021-02-22

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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/08563260
HTML: https://firmoscan.com/company/08563260-cedar-wealth-planning-limited