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Whitman Fry Wealth Management Limited

Whitman Fry Wealth Management Limited is an active company incorporated on 29 October 2010 with the registered office located in Hertford, Hertfordshire. Whitman Fry Wealth Management Limited was registered 14 years ago.
Status
Active
Active since incorporation
Company No
07424506
Private limited company
Age
14 years
Incorporated 29 October 2010
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 29 October 2024 (10 months ago)
Next confirmation dated 29 October 2025
Due by 12 November 2025 (1 month remaining)
Last change occurred 10 months ago
Accounts
Submitted
For period 1 Feb31 Jan 2024 (12 months)
Accounts type is Micro Entity
Next accounts for period 31 January 2025
Due by 31 October 2025 (1 month remaining)
Contact
Address
6-7 Castle Gate
Castle Street
Hertford
Hertfordshire
SG14 1HD
United Kingdom
Address changed on 17 Apr 2024 (1 year 4 months ago)
Previous address was First Floor, 336 Molesey Road Hersham Walton on Thames Surrey KT12 3PD England
Telephone
02088281480
Email
Available in Endole App
People
Officers
2
Shareholders
1
Controllers (PSC)
1
Director • Financial Adviser • British • Lives in England • Born in Feb 1968
Director • British • Lives in UK • Born in Jun 1972
Bidco GPFM Limited
PSC
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Mutual Companies
Gerald Pepper Financial Management Limited
Scott Aaron Atkinson is a mutual person.
Active
Powell Financial Planning Limited
Scott Aaron Atkinson is a mutual person.
Active
Quay Financial Planning Ltd
Scott Aaron Atkinson is a mutual person.
Dissolved
Brands
Whitman Fry Wealth Management
Whitman Fry Wealth Management offers financial services with a focus on integrity, trust, and client service.
Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
31 Jan 2024
For period 31 Jan31 Jan 2024
Traded for 12 months
Cash in Bank
Unreported
Same as previous period
Turnover
Unreported
Same as previous period
Employees
3
Same as previous period
Total Assets
£139.86K
Decreased by £27.26K (-16%)
Total Liabilities
-£45.23K
Decreased by £1.09K (-2%)
Net Assets
£94.64K
Decreased by £26.17K (-22%)
Debt Ratio (%)
32%
Increased by 4.62% (+17%)
Latest Activity
Confirmation Submitted
10 Months Ago on 12 Nov 2024
Registered Address Changed
1 Year 4 Months Ago on 17 Apr 2024
Alison Jane Jackson (PSC) Resigned
1 Year 5 Months Ago on 12 Apr 2024
Mr Scott Aaron Atkinson Appointed
1 Year 5 Months Ago on 12 Apr 2024
Bidco Gpfm Limited (PSC) Appointed
1 Year 5 Months Ago on 12 Apr 2024
Sara Lynn Whitman Resigned
1 Year 5 Months Ago on 12 Apr 2024
Sara Lynn Whitman (PSC) Resigned
1 Year 5 Months Ago on 12 Apr 2024
Alexander John Whitman Resigned
1 Year 5 Months Ago on 12 Apr 2024
Alexander John Whitman (PSC) Resigned
1 Year 5 Months Ago on 12 Apr 2024
Micro Accounts Submitted
1 Year 5 Months Ago on 9 Apr 2024
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Documents
Confirmation statement made on 29 October 2024 with updates
Submitted on 12 Nov 2024
Cessation of Alexander John Whitman as a person with significant control on 12 April 2024
Submitted on 17 Apr 2024
Termination of appointment of Alexander John Whitman as a director on 12 April 2024
Submitted on 17 Apr 2024
Cessation of Sara Lynn Whitman as a person with significant control on 12 April 2024
Submitted on 17 Apr 2024
Termination of appointment of Sara Lynn Whitman as a director on 12 April 2024
Submitted on 17 Apr 2024
Notification of Bidco Gpfm Limited as a person with significant control on 12 April 2024
Submitted on 17 Apr 2024
Appointment of Mr Scott Aaron Atkinson as a director on 12 April 2024
Submitted on 17 Apr 2024
Cessation of Alison Jane Jackson as a person with significant control on 12 April 2024
Submitted on 17 Apr 2024
Registered office address changed from First Floor, 336 Molesey Road Hersham Walton on Thames Surrey KT12 3PD England to 6-7 Castle Gate Castle Street Hertford Hertfordshire SG14 1HD on 17 April 2024
Submitted on 17 Apr 2024
Micro company accounts made up to 31 January 2024
Submitted on 9 Apr 2024
Repayment History
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