# ELEVATION ESTATE PLANNING LIMITED (10261639)

> ELEVATION ESTATE PLANNING LIMITED is an active private limited company (company number 10261639) incorporated on 4 July 2016, registered in Birmingham. Its registered activity is activities auxiliary to financial intermediation n.e.c. (SIC 66190). Latest small accounts cover the period ending 31 March 2025, showing net assets of £132k and cash of £779, with 2 employees on average. Net assets rose 9% on the prior period (£121k).

- Status: Active
- Incorporated: 2016-07-04
- Registered office: Birmingham, B35 7AZ
- SIC 66190: Activities auxiliary to financial intermediation n.e.c.
- Next accounts due: 2026-12-31
- Confirmation statement due: 2027-07-18
- Accounts type: TOTAL EXEMPTION FULL

By net assets it sits in the top quarter of 177 comparable companies in Birmingham (median £7,021, upper quartile £38k).

## Accounts (as filed)

| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 2025-03-31 | £132k | £779 | £174k | £52k | — | — | 2 |
| 2024-03-31 | £121k | £34 | £147k | £28k | — | — | 2 |

current ratio 3.33; size band micro.

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

- Net assets above zero: Net assets £132,215 at 31 March 2025
- Current assets at least 1.5× creditors within one year: Current ratio 3.33
- Incorporated five or more years ago: Incorporated 4 July 2016

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; can appoint or remove directors, since 2021-10-03

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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/10261639
HTML: https://firmoscan.com/company/10261639-elevation-estate-planning-limited