# Cedar Wealth Planning Limited

## Details

- **Company number:** [08563260](https://find-and-update.company-information.service.gov.uk/company/08563260)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 10 Jun 2013
- **Registered office:** ELEVATION HOUSE UNIT 1 MARLIN OFFICE VILLAGE CHESTER ROAD, CASTLE VALE, BIRMINGHAM, B35 7AZ
- **Nature of business:** [64999](/sic/64999) Financial intermediation not elsewhere classified



## Officers

| Name | Role | Appointed | Resigned |
|---|---|---|---|
| KING, Neil Maurice | director | 10 Jun 2013 | 29 Aug 2026 |
| LLOYD, Steven Paul | director | 29 Aug 2026 |  |
| TOCKNELL, Craig Andrew | director | 29 Aug 2026 |  |
| BEALE, Giles Richard | director | 29 Aug 2026 |  |
| NATHAN, Paul Jason Roger | director | 29 Aug 2026 |  |



## Control

| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Mr Neil Maurice King | ownership-of-shares-25-to-50-percent | 6 Apr 2016 | 29 Aug 2026 |
| Elevation Wealth Management Limited | ownership-of-shares-75-to-100-percent, voting-rights-75-to-100-percent | 22 Feb 2021 |  |



## Accounts

| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 31 Mar 2025 | - | - | 0 |
| 31 Mar 2024 | - | £0 | 3 |
| 31 Mar 2023 | - | £589 | 3 |
| 31 Mar 2022 | - | £402 | 3 |
| 30 Apr 2021 | -£1,365 | £5,846 | 3 |
| 30 Apr 2020 | £536 | £2,984 | 3 |
| 30 Apr 2019 | £352 | £4,610 | - |
| 30 Apr 2018 | £7,569 | £5,907 | - |
| 30 Apr 2017 | - | £10,399 | 2 |
| 30 Apr 2016 | - | £2,247 | - |
| 30 Jun 2015 | - | £1 | - |
| 30 Jun 2014 | £1 | £1 | - |





## Directors' other companies

- [BEALE, Giles Richard](/person/6736010) - director at [Integra Publishing Ltd](/company/13902311)
- [BEALE, Giles Richard](/person/6736010) - director at [Elevation Wealth Management Limited](/company/04794182)
- [BEALE, Giles Richard](/person/6736010) - director at [Cador Wealth Ltd](/company/16232076)
- [BEALE, Giles Richard](/person/6736010) - director at [Cador Bidco Ltd](/company/17120864)
- [BEALE, Giles Richard](/person/6736010) - director at [Elevation Estate Planning Limited](/company/10261639)
- [BEALE, Giles Richard](/person/6736010) - director at [Thornton Claverley Independent Financial Advisers Limited](/company/03895361)
- [BEALE, Giles Richard](/person/6736010) - director at [Alphyn Properties Ltd](/company/10312884)
- [LLOYD, Steven Paul](/person/7845495) - director at [Elevation Wealth Management Limited](/company/04794182)
- [LLOYD, Steven Paul](/person/7845495) - director at [Thornton Claverley Independent Financial Advisers Limited](/company/03895361)
- [LLOYD, Steven Paul](/person/7845495) - director at [Cador Wealth Ltd](/company/16232076)