Company · Castle Vale
Elevation Wealth Management Limited
Activities auxiliary to financial intermediation n.e.c.
Official record Companies House · updated 27th September 2026 · Sources
Network
The large node is Elevation Wealth Management Limited. Red nodes are organisations, white nodes are people. Sign in free to explore further.
Who leads it
Previous officers 8
- Adam Derek Cuthbert 2022-2025 View profile
- Andrew Philip Jones 2015-2020 View profile
- Roger Alexander Cassells 2011-2013 View profile
- Christopher Graham Ward 2005-2007 View profile
- Mary Gough 2010-2013 View profile
- Brian Johnson 2007-2010 View profile
- Albert Thomas Gough 2003-2005 View profile
- Mary Rosina Gough 2003-2013 View profile
Directors and secretaries as filed at Companies House.
Do you help lead this organisation? Set up its network · How it works
About
- What it does
- Activities auxiliary to financial intermediation n.e.c.
- Incorporated
- 10/06/2003
- Registered office
- Castle Vale
- Previous names
- Elevation Investment Management Limited (until 02/12/2020)
Gough Financial Services Limited (until 01/11/2013)
Ownership
Owned by (1) iOwned byIndividuals and companies registered as having significant control over this company, from the Companies House PSC (persons with significant control) register. People whose ownership could not be confirmed to one individual are not listed as confirmed owners.
- Elevation Financial Group Limited
75-100% shares, 75-100% voting · notified 2016-04-06
Group
- Elevation Wealth Management Limited
is controlled by Elevation Financial Group Limited
Evidence
active 75-100% shares, 75-100% voting · notified 2016-04-06 · source: Companies House PSC register - Elevation Financial Group Limited
is controlled by Emma Louise Smith
Evidence
active 25-50% voting · notified 2016-04-06 · source: Companies House PSC register
Ultimately controlled by Emma Louise Smith.
5 other companies in this group
Ownership paths are calculated from Companies House persons-with-significant-control filings. Each step shows the filed nature of control and dates; a step marked "ceased" is historical, not current.
Financials
- Net assets
- £1,259,499
- Total assets
- £3,480,441
- Cash
- £526,927
- Employees
- 0.31
- Turnover
- Not reported (small or micro-entity accounts)
Figures from accounts filed at Companies House (iXBRL), period ending 2025-03-31. Where turnover is absent, small and micro-entity accounts are not required to report it, so it is not shown as zero.
Board analysis
Board DNA
How this board is put together, from the Companies House officer record and Charity Commission trustee records - deterministic, no AI.iBoard compositionCounted from the dated Companies House officer record: the current directors only, past directors excluded.
4 directors on the board
- Matthew Alexander Black Director · appointed 2022
- Anthony Jacques Director · appointed 2021
- Emma Louise Smith Director · appointed 2020
- Anthony Arthur James Bannard Smith Director · appointed 2012
Directors past 6 years
- Emma Louise Smith Director · appointed 2020
- Anthony Arthur James Bannard Smith Director · appointed 2012
First-time vs portfolio directors
First-time (1)
- Matthew Alexander Black Director · appointed 2022
Portfolio (3)
- Anthony Jacques Director · appointed 2021
- Emma Louise Smith Director · appointed 2020
- Anthony Arthur James Bannard Smith Director · appointed 2012
Where else this board sits iWhere else this board sitsThe charitable fields these directors govern in elsewhere, by Charity Commission classification. Excludes this company and any charity it is the legal face of.
The sectors these directors govern in elsewhere. This company, and any charity it is the legal face of, are excluded - counting them would just tell you what you are already looking at.
Gaps to watch
- Narrow spread of sectors across the board
Where to look Suggested search: directors from a wider range of sectors.
Sources
Official record from Companies House. Governance Register calculates the connections.
Record details
- Company number
- 04794182
- Status
- Active
- Type
- Private Limited Company
- Accounts next due
- 31/12/2026
- Edition
- Register edition compiled 27th September 2026
- Labels
- Official record from Companies House · Calculated derived by Governance Register.
Contains public sector information licensed under the Open Government Licence v3.0. Report an issue · How we handle data