# ELEVATE FINANCIAL PLANNING LIMITED (15131228)

> ELEVATE FINANCIAL PLANNING LIMITED is an active private limited company (company number 15131228) incorporated on 11 September 2023, registered in Altrincham. Its registered activity is financial intermediation not elsewhere classified (SIC 64999). Latest abridged accounts cover the period ending 30 September 2025, showing net assets of £24k and cash of £7,229, with 1 employee on average. As abridged accounts, no profit and loss account is filed, so turnover and profit are not public. Net assets rose 919% on the prior period (£2,312).

- Status: Active
- Incorporated: 2023-09-11
- Registered office: Altrincham, WA14 5DD
- SIC 64999: Financial intermediation not elsewhere classified
- Next accounts due: 2027-06-30
- Confirmation statement due: 2027-09-25
- Accounts type: UNAUDITED ABRIDGED

By net assets it sits in the upper half of 1,125 comparable companies in Manchester (median £7,119, upper quartile £95k).

## Accounts (as filed)

| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 2025-09-30 | £24k | £7,229 | £0 | — | — | — | 1 |
| 2024-09-30 | £2,312 | £1,218 | £7,500 | — | — | — | 1 |

size band micro.

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

- Net assets above zero: Net assets £23,558 at 30 September 2025
- Net assets up 10% or more on the prior period: +918.9% vs prior period
- Incorporated two to five years ago: Incorporated 11 September 2023

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

## Persons with significant control

- Mr Edward Gerald Morris — owns 75–100% of shares; holds 75–100% of voting rights; can appoint or remove directors, since 2023-09-11

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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/15131228
HTML: https://firmoscan.com/company/15131228-elevate-financial-planning-limited