Elevation Estate Planning Limited
- Company number
- 10261639
- Status
- Active
- Type
- Private Limited Company
- Incorporated
- 4 Jul 2016
- Nature of business
- Activities auxiliary to financial intermediation n.e.c.
- Corporate group
- Cador Wealth Ltd (5 companies)
Registered office
Previous names
- Elevation Corporate Limited (until 11 Mar 2021)
- Elevation Estate Planning Limited (until 22 Feb 2021)
Officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| 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 | |
| BEALE, Giles Richard | Director | 29 Aug 2026 | |
| TOCKNELL, Craig Andrew | Director | 29 Aug 2026 | |
| LLOYD, Steven Paul | Director | 29 Aug 2026 | |
| SMITH, Anthony Arthur James Bannard | Director | 4 Jul 2016 |
Control
| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Elevation Financial Group Limited | Ownership Of Shares 75 To 100 Percent Voting Rights 75 To 100 Percent Right To Appoint And Remove Directors Significant Influence Or Control |
4 Jul 2016 | 3 Oct 2021 |
| Elevation Wealth Management Limited | Ownership Of Shares 75 To 100 Percent Voting Rights 75 To 100 Percent Right To Appoint And Remove Directors |
3 Oct 2021 |
Accounts
| Year ended | Cash | Employees |
|---|---|---|
| 31 Mar 2025 | £779 | 0 |
| 31 Mar 2024 | £34 | 2 |
| 31 Mar 2023 | £38 | 2 |
| 31 Mar 2022 | £21 | 2 |
| 31 Mar 2021 | £10 | 2 |
| 31 Mar 2020 | - | 2 |
| 31 Mar 2019 | £5 | - |
| 31 Mar 2018 | £6,106 | 2 |
| 31 Mar 2017 | - | - |
Connections
Owned by
Elevation Estate Planning Limited → Elevation Wealth Management Limited → Cador Bidco Ltd → Cador Wealth Ltd
Directors’ other companies
- BEALE, Giles Richard - Director at Integra Publishing Ltd
- BEALE, Giles Richard - Director at Thornton Claverley Independent Financial Advisers Limited
- BEALE, Giles Richard - Director at Cador Wealth Ltd
- BEALE, Giles Richard - Director at Cador Bidco Ltd
- BEALE, Giles Richard - Director at Cedar Wealth Planning Limited
- BEALE, Giles Richard - Director at Alphyn Properties Ltd
- BEALE, Giles Richard - Director at Elevation Wealth Management Limited
- LLOYD, Steven Paul - Director at Elevation Wealth Management Limited
- LLOYD, Steven Paul - Director at Thornton Claverley Independent Financial Advisers Limited
- LLOYD, Steven Paul - Director at Cador Wealth Ltd