Company Registration No. 08039296 (England and Wales)
ELEVATE WEALTH AND FINANCIAL PLANNING LTD
Unaudited accounts
for the year ended 30 April 2024
ELEVATE WEALTH AND FINANCIAL PLANNING LTD
Unaudited accounts
Contents
ELEVATE WEALTH AND FINANCIAL PLANNING LTD
Company Information
for the year ended 30 April 2024
Company Number
08039296 (England and Wales)
Registered Office
65 BEECH GARDENS
RAINFORD
ST HELENS
MERSEYSIDE
WA11 8DW
ENGLAND
ELEVATE WEALTH AND FINANCIAL PLANNING LTD
Statement of financial position
as at 30 April 2024
Creditors: amounts falling due within one year
(36,628)
(18,751)
Net current assets
7,386
8,770
Total assets less current liabilities
7,386
8,788
Creditors: amounts falling due after more than one year
(7,102)
(8,558)
Called up share capital
100
100
Profit and loss account
184
130
Shareholders' funds
284
230
For the year ending 30 April 2024 the company was entitled to exemption from audit under section 477 of the Companies Act 2006 relating to small companies. The members have not required the company to obtain an audit in accordance with section 476 of the Companies Act 2006.
The director acknowledges his responsibilities for complying with the requirements of the Act with respect to accounting records and the preparation of accounts.
These accounts have been prepared and delivered in accordance with the provisions applicable to companies subject to the small companies' regime and in accordance with the provisions of FRS 102 Section 1A - Small Entities. The profit and loss account has not been delivered to the Registrar of Companies.
The financial statements were approved by the Board and authorised for issue on 30 January 2025 and were signed on its behalf by
Joel Wood
Director
Company Registration No. 08039296
ELEVATE WEALTH AND FINANCIAL PLANNING LTD
Notes to the Accounts
for the year ended 30 April 2024
ELEVATE WEALTH AND FINANCIAL PLANNING LTD is a private company, limited by shares, registered in England and Wales, registration number 08039296. The registered office is 65 BEECH GARDENS, RAINFORD, ST HELENS, MERSEYSIDE, WA11 8DW, ENGLAND.
2
Compliance with accounting standards
The accounts have been prepared in accordance with the provisions of FRS 102 Section 1A Small Entities. There were no material departures from that standard.
The principal accounting policies adopted in the preparation of the financial statements are set out below and have remained unchanged from the previous year, and also have been consistently applied within the same accounts.
The accounts have been prepared under the historical cost convention as modified by the revaluation of certain fixed assets.
The accounts are presented in £ sterling.
Tangible fixed assets and depreciation
Tangible assets are included at cost less depreciation and impairment. Depreciation has been provided at the following rates in order to write off the assets over their estimated useful lives:
Fixtures & fittings
20% straight line on cost
Computer equipment
33% straight line on cost
4
Tangible fixed assets
Fixtures & fittings
Computer equipment
Total
Cost or valuation
At cost
At cost
At 1 May 2023
503
3,604
4,107
At 30 April 2024
503
3,604
4,107
At 1 May 2023
503
3,586
4,089
Charge for the year
-
18
18
At 30 April 2024
503
3,604
4,107
Amounts falling due within one year
Other debtors
44,014
27,521
ELEVATE WEALTH AND FINANCIAL PLANNING LTD
Notes to the Accounts
for the year ended 30 April 2024
6
Creditors: amounts falling due within one year
2024
2023
Bank loans and overdrafts
1,358
3,230
Taxes and social security
19,019
13,433
Loans from directors
13,815
-
7
Creditors: amounts falling due after more than one year
2024
2023
Brought
Forward
Advance/
credit
Repaid
Carried
Forward
Directors loan as at 30.04.23
4,397
-
4,397
-
9
Average number of employees
During the year the average number of employees was 1 (2023: 1).