# Elevation Estate Planning Limited

## Details

- **Company number:** [10261639](https://find-and-update.company-information.service.gov.uk/company/10261639)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 4 Jul 2016
- **Registered office:** ELEVATION HOUSE ,UNIT 1 MARLIN OFFICE VILLAGE 1250 CHESTER ROAD, CASTLE VALE, BIRMINGHAM, B35 7AZ
- **Nature of business:** [66190](/sic/66190) Activities auxiliary to financial intermediation n.e.c.
- **Corporate group:** [Cador Wealth Ltd](/group/106207) (5 companies)


## Previous names

- Elevation Corporate Limited (until 11 Mar 2021)
- Elevation Estate Planning Limited (until 22 Feb 2021)



## Officers

| Name | Role | Appointed | Resigned |
|---|---|---|---|
| NATHAN, Paul Jason Roger | director | 29 Aug 2026 |  |
| BEALE, Giles Richard | director | 29 Aug 2026 |  |
| LLOYD, Steven Paul | director | 29 Aug 2026 |  |
| TOCKNELL, Craig Andrew | director | 29 Aug 2026 |  |
| SMITH, Anthony Arthur James Bannard | director | 4 Jul 2016 |  |
| SMITH, Emma Louise | secretary | 26 Jul 2020 | 29 Aug 2026 |
| SMITH, Emma Louise | director | 26 Jul 2020 | 29 Aug 2026 |



## Control

| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| 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 |  |
| 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 |



## 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 | - | - |



## Owned by

Elevation Estate Planning Limited → [Elevation Wealth Management Limited](/company/04794182) → [Cador Bidco Ltd](/company/17120864) → [Cador Wealth Ltd](/company/16232076)




## Directors' other companies

- [BEALE, Giles Richard](/person/6736010) - director at [Alphyn Properties Ltd](/company/10312884)
- [BEALE, Giles Richard](/person/6736010) - director at [Integra Publishing Ltd](/company/13902311)
- [BEALE, Giles Richard](/person/6736010) - director at [Cador Bidco Ltd](/company/17120864)
- [BEALE, Giles Richard](/person/6736010) - director at [Cador Wealth Ltd](/company/16232076)
- [LLOYD, Steven Paul](/person/7845495) - director at [Integra Publishing Ltd](/company/13902311)
- [LLOYD, Steven Paul](/person/7845495) - director at [Cador Wealth Ltd](/company/16232076)
- [LLOYD, Steven Paul](/person/7845495) - director at [Cador Bidco Ltd](/company/17120864)
- [NATHAN, Paul Jason Roger](/person/5374363) - director at [Integra Publishing Ltd](/company/13902311)
- [NATHAN, Paul Jason Roger](/person/5374363) - director at [Cador Bidco Ltd](/company/17120864)
- [NATHAN, Paul Jason Roger](/person/5374363) - director at [Cador Wealth Ltd](/company/16232076)