EW

ELEVATE WEALTH AND FINANCIAL PLANNING LTD

Active

Company number 08039296

St Helens, England · Incorporated 20 April 2012

65 Beech Gardens, Rainford, St Helens, Merseyside, WA11 8DW, England

Last updated on 17 September 2026

Activities auxiliary to financial intermediation n.e.c. · SIC 66190

Status
Active
Company age
14 years
Company type
Private limited
Accounts
Up to date

Company overview

ELEVATE WEALTH AND FINANCIAL PLANNING LTD is an active private limited company incorporated on 20 April 2012. It is registered in England and Wales and operates from 65 Beech Gardens, Rainford, St Helens, Merseyside WA11 8DW. The company’s principal activity is financial intermediation not elsewhere classified (SIC 66190).

It is currently controlled by Mr Joel Christopher Wood, who holds 50-75% of the shares and voting rights, and Ms Kerry Wood, who holds 25-50%. Mr Joel Christopher Wood has served as the sole director since incorporation.

The company has no charges, no insolvency history and has never been liquidated. Its most recent accounts, filed as total-exemption-full for the period ended 30 April 2025, were submitted on 28 January 2026 and are not overdue. The latest confirmation statement, which included updates, was filed on 27 March 2026 and covers the position as at 25 March 2026. The next accounts and confirmation statement are both due in 2027 and are currently on schedule.

Compliance

Annual accounts Up to date
Last filed
30 April 2025
Next due
31 January 2027
5 months left
Confirmation statement Up to date
Last filed
25 March 2026
Next due
8 April 2027
7 months left

Financial snapshot

Last accounts type
Total Exemption Full
Period end
30 April 2025

Detailed figures (assets, liabilities, net worth) are available in the full credit report.

Officers

No officers on record.

Persons with significant control

PS
Mr Joel Christopher Wood
Born August 1975
Ownership Of Shares 50 To 75 Percent
Voting Rights 50 To 75 Percent
21 April 2016
PS
Ms Kerry Wood
Born May 1978
Ownership Of Shares 25 To 50 Percent
Voting Rights 25 To 50 Percent
21 April 2016

Funding

0 funding rounds

No funding rounds on record.

Filing history

Confirmation Statement With Updates
Confirmation Statement
27 March 2026 View
Accounts With Accounts Type Total Exemption Full
Accounts
28 January 2026 View
Confirmation Statement With Updates
Confirmation Statement
17 April 2025 View
Accounts With Accounts Type Total Exemption Full
Accounts
31 January 2025 View
Confirmation Statement With Updates
Confirmation Statement
19 April 2024 View
Change To A Person With Significant Control
Persons With Significant Control
21 March 2024 View
Accounts With Accounts Type Total Exemption Full
Accounts
7 March 2024 View
Confirmation Statement With No Updates
Confirmation Statement
4 May 2023 View
Accounts With Accounts Type Total Exemption Full
Accounts
31 January 2023 View
Confirmation Statement With Updates
Confirmation Statement
29 April 2022 View
Accounts With Accounts Type Total Exemption Full
Accounts
12 November 2021 View
Confirmation Statement With Updates
Confirmation Statement
4 May 2021 View
Accounts With Accounts Type Total Exemption Full
Accounts
21 December 2020 View
Confirmation Statement With Updates
Confirmation Statement
5 May 2020 View
Change To A Person With Significant Control
Persons With Significant Control
1 May 2020 View
Change To A Person With Significant Control
Persons With Significant Control
1 May 2020 View
Change Person Director Company With Change Date
Officers
1 May 2020 View
Accounts With Accounts Type Total Exemption Full
Accounts
30 January 2020 View
Change Registered Office Address Company With Date Old Address New Address
Address
1 August 2019 View
Confirmation Statement With Updates
Confirmation Statement
14 June 2019 View
Accounts With Accounts Type Total Exemption Full
Accounts
22 January 2019 View
Confirmation Statement With Updates
Confirmation Statement
13 June 2018 View
Accounts With Accounts Type Total Exemption Full
Accounts
30 January 2018 View
Confirmation Statement With Updates
Confirmation Statement
21 April 2017 View
Accounts With Accounts Type Total Exemption Small
Accounts
20 January 2017 View
Annual Return Company With Made Up Date Full List Shareholders
Annual Return
10 May 2016 View
Accounts With Accounts Type Total Exemption Small
Accounts
8 January 2016 View
Annual Return Company With Made Up Date Full List Shareholders
Annual Return
18 May 2015 View
Change Person Director Company With Change Date
Officers
10 April 2015 View
Accounts With Accounts Type Total Exemption Small
Accounts
26 January 2015 View
Annual Return Company With Made Up Date Full List Shareholders
Annual Return
12 June 2014 View
Accounts With Accounts Type Total Exemption Small
Accounts
17 January 2014 View
Annual Return Company With Made Up Date Full List Shareholders
Annual Return
17 June 2013 View
Incorporation Company
Incorporation
20 April 2012 View

Risk at a glance

  • Company active
  • Accounts up to date
  • Confirmation statement up to date
  • No insolvency history
  • No registered charges
  • Credit score
  • Recommended limit
  • Payment risk

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