Elevation Wealth Management (East Midlands) Limited (number 09854184) is a private limited company legally formed on 2015-11-03 originating in United Kingdom. The enterprise is situated at Elevation House, Unit 1 Marlin Office Village Chester Road, Castle Vale, Birmingham B35 7AZ. Having undergone a change in 2020-12-02, the previous name the enterprise utilized was Elevation Investment Management (East Midlands) Limited. Elevation Wealth Management (East Midlands) Limited is operating under SIC: 64999 - "financial intermediation not elsewhere classified".

Company details

Name Elevation Wealth Management (east Midlands) Limited
Number 09854184
Date of Incorporation: Tue, 3rd Nov 2015
End of financial year: 31 March
Address: Elevation House, Unit 1 Marlin Office Village Chester Road, Castle Vale, Birmingham, B35 7AZ
SIC code: 64999 - Financial intermediation not elsewhere classified

Moving to the 3 directors that can be found in this particular company, we can name: Emma S. (in the company from 26 July 2020), Adam C. (appointment date: 03 November 2015), Anthony S. (appointed on 03 November 2015). 1 secretary is there in the company: Emma S. (appointed on 26 July 2020). The Companies House lists 6 persons of significant control, namely: Elevation Wealth Management Limited is located at Chester Road, Castle Vale, B35 7AZ Birmingham. The corporate PSC owns 1/2 or less of shares, 1/2 or less of voting rights. Elevation Financial Group Limited is located at Chester Road, Castle Vale, B35 7AZ Birmingham. The corporate PSC owns over 1/2 to 3/4 of shares ,. Amk Financial Management Ltd is located at Nottingham South & Wilford Industrial Estate, NG11 7EP Nottingham. The corporate PSC owns 1/2 or less of shares,.

Directors

Accounts data

Date of Accounts 2017-03-31 2018-03-31 2019-03-31 2020-03-31 2021-03-31 2022-03-31 2023-03-31
Current Assets 180,729 194,545 249,951 277,865 312,421 407,899 489,056
Fixed Assets - - - 109,000 85,911 61,909 37,718
Total Assets Less Current Liabilities 78,436 107,960 114,974 102,998 122,440 205,400 228,806

People with significant control

Elevation Wealth Management Limited
12 August 2022
Address Elevation House Unit 1 Marlin Office Village Chester Road, Castle Vale, Birmingham, B35 7AZ, England
Legal authority Companies Act 2006
Legal form Private Limited Company
Country registered United Kingdom
Place registered Companies House
Registration number 04794182
Nature of control: 25-50% voting rights
25-50% shares
Elevation Financial Group Limited
6 April 2016
Address Elevation House Chester Road, Castle Vale, Birmingham, B35 7AZ, England
Legal authority Icaew
Legal form Private Limited Company
Country registered England
Place registered England & Wales
Registration number 07579685
Nature of control: 50,01-75% shares
Amk Financial Management Ltd
6 April 2016 - 12 August 2022
Address 24 Nottingham South & Wilford Industrial Estate, Nottingham, NG11 7EP, England
Legal authority Icaew
Legal form Private Limited Company
Country registered England
Place registered England & Wales
Registration number 08278681
Nature of control: 25-50% shares
Adam C.
6 April 2016 - 6 April 2016
Nature of control: 25-50% voting rights
25-50% shares
Anthony S.
6 April 2016 - 6 April 2016
Nature of control: 25-50% voting rights
25-50% shares
Emma S.
6 April 2016 - 6 April 2016
Nature of control: 25-50% voting rights
25-50% shares

Filings

Categories:
Accounts Capital Confirmation statement Gazette Incorporation Mortgage Officers Persons with significant control Resolution
(CS01) Confirmation statement with no updates 3rd November 2023
filed on: 20th, November 2023 | confirmation statement
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