Whitfield Wealth Management Ltd
Whitfield Wealth Management Ltd is an active company incorporated on 30 September 2015 with the registered office located in Liverpool, Merseyside. Whitfield Wealth Management Ltd was registered 9 years ago.
Status
Active
Active since incorporation
Company No
09801177
Private limited company
Age
9 years
Incorporated 30 September 2015
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 29 September 2024 (11 months ago)
Next confirmation dated 29 September 2025
Due by 13 October 2025 (1 month remaining)
Last change occurred 8 years ago
Accounts
Submitted
For period 1 Oct ⟶ 30 Sep 2024 (1 year)
Accounts type is Micro Entity
Next accounts for period 30 September 2025
Due by 30 June 2026 (9 months remaining)
Shareholders, PSCs & Group Structure
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Brands
Whitfield Wealth Management Ltd is a financial advisory firm that provides wealth management services to clients..
Financials
Net Assets, Total Assets & Total Liabilities (2016–2024)
Period Ended
30 Sep 2024
For period 30 Sep ⟶ 30 Sep 2024
Traded for 12 months
Cash in Bank
Unreported
Same as previous period
Turnover
Unreported
Same as previous period
Employees
1
Same as previous period
Total Assets
£46.89K
Increased by £13.61K (+41%)
Total Liabilities
-£22.21K
Increased by £12.01K (+118%)
Net Assets
£24.68K
Increased by £1.6K (+7%)
Debt Ratio (%)
47%
Increased by 16.72% (+55%)
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Repayment History
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