Whateley Wealth Management Limited
Whateley Wealth Management Limited is an active company incorporated on 11 July 2014 with the registered office located in Birmingham, Worcestershire. Whateley Wealth Management Limited was registered 11 years ago.
Status
Active
Active since incorporation
Company No
09125961
Private limited company
Age
11 years
Incorporated 11 July 2014
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Confirmation
Submitted
Dated 20 April 2025 (4 months ago)
Next confirmation dated 20 April 2026
Due by 4 May 2026 (7 months remaining)
Last change occurred 1 year 4 months ago
Accounts
Submitted
For period 1 Aug ⟶ 31 Jul 2024 (1 year)
Accounts type is Unaudited Abridged
Next accounts for period 31 July 2025
Due by 30 April 2026 (7 months remaining)
Shareholders, PSCs & Group Structure
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Brands
Whateley Wealth Management Ltd is an independent financial advisory firm that offers financial services including pensions, investments, mortgages, and insurance..
Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
31 Jul 2024
For period 31 Jul ⟶ 31 Jul 2024
Traded for 12 months
Cash in Bank
£94.64K
Decreased by £33.34K (-26%)
Turnover
Unreported
Same as previous period
Employees
15
Increased by 2 (+15%)
Total Assets
£624.26K
Decreased by £13.97K (-2%)
Total Liabilities
-£278.23K
Increased by £31.41K (+13%)
Net Assets
£346.03K
Decreased by £45.38K (-12%)
Debt Ratio (%)
45%
Increased by 5.9% (+15%)
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Repayment History
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