Elevation Wealth Management Limited
- Company number
- 04794182
- Status
- Active
- Type
- Private Limited Company
- Incorporated
- 10 Jun 2003
- Nature of business
- Activities auxiliary to financial intermediation n.e.c.
- Corporate group
- Cador Wealth Ltd (5 companies)
Registered office
Previous names
- Elevation Investment Management Limited (until 2 Dec 2020)
- Gough Financial Services Limited (until 1 Nov 2013)
Officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| BLACK, Matthew Alexander | Director | 12 Aug 2022 | 29 Aug 2026 |
| JACQUES, Anthony Alan | Director | 2 Feb 2021 | 29 Aug 2026 |
| SMITH, Emma Louise | Secretary | 26 Jul 2020 | 29 Aug 2026 |
| SMITH, Emma Louise | Director | 26 Jul 2020 | 29 Aug 2026 |
| NATHAN, Paul Jason Roger | Director | 29 Aug 2026 | |
| TOCKNELL, Craig Andrew | Director | 29 Aug 2026 | |
| BEALE, Giles Richard | Director | 29 Aug 2026 | |
| LLOYD, Steven Paul | Director | 29 Aug 2026 |
Control
| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Elevation Financial Group Limited | Ownership Of Shares 75 To 100 Percent Voting Rights 75 To 100 Percent |
6 Apr 2016 | 29 Aug 2026 |
| Cador Bidco Ltd | Ownership Of Shares 75 To 100 Percent Voting Rights 75 To 100 Percent Right To Appoint And Remove Directors |
29 Aug 2026 |
Accounts
| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 31 Mar 2025 | £1,259,499 | £526,927 | 0 |
| 31 Mar 2024 | £891,277 | £168,234 | 25 |
| 31 Mar 2023 | £386,218 | £372,207 | 23 |
| 31 Mar 2022 | £119,835 | £429,190 | 16 |
| 31 Mar 2021 | £24,954 | £606,919 | 15 |
| 31 Mar 2020 | £111,176 | £50,227 | 17 |
| 31 Mar 2019 | £129,826 | - | 18 |
| 31 Mar 2018 | £212,968 | £225,331 | 11 |
| 31 Mar 2017 | £612,827 | £49,964 | 11 |
| 31 Mar 2016 | £259,484 | £25,305 | - |
| 31 Mar 2015 | £270,291 | - | - |
| 31 Mar 2014 | £49,674 | - | - |
| 31 Mar 2013 | £50,542 | £9,943 | - |
| 31 Jul 2012 | £37,253 | £58,933 | - |
| 31 Jul 2011 | £11,227 | £1 | - |
| 31 Jul 2010 | - | - | - |
| 31 Jul 2009 | - | - | - |
| 31 Jan 2008 | - | - | - |
| 31 Jan 2007 | - | - | - |
| 31 Jan 2006 | - | - | - |
| 31 Jan 2005 | - | - | - |
| 31 Jan 2004 | - | - | - |
Connections
Owned by
Elevation Wealth Management Limited → Cador Bidco Ltd → Cador Wealth Ltd
Controls
- Elevation Estate Planning Limited (10261639)
- Integra Publishing Ltd (13902311)
- Thornton Claverley Independent Financial Advisers Limited (03895361)
Directors’ other companies
- BEALE, Giles Richard - Director at Cedar Wealth Planning Limited
- BEALE, Giles Richard - Director at Alphyn Properties Ltd
- BEALE, Giles Richard - Director at Cador Bidco Ltd
- BEALE, Giles Richard - Director at Integra Publishing Ltd
- BEALE, Giles Richard - Director at Elevation Estate Planning Limited
- BEALE, Giles Richard - Director at Thornton Claverley Independent Financial Advisers Limited
- BEALE, Giles Richard - Director at Cador Wealth Ltd
- LLOYD, Steven Paul - Director at Thornton Claverley Independent Financial Advisers Limited
- LLOYD, Steven Paul - Director at Cador Wealth Ltd
- LLOYD, Steven Paul - Director at Cador Bidco Ltd