Company Profile
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SmallWhateley Wealth Management Limited
09125961•Private Limited With Share Capital
3 Parsonage Drive, Cofton Hackett, Birmingham, B458AS
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Incorporated
11/07/2014
Company Age
12 years
Directors
2
Employees
16
SIC Code
64999
Risk
low risk
Company Overview
Registration, classification & business activity
Whateley Wealth Management Limited (09125961) is a private limited with share capital incorporated on 11/07/2014 (12 years old) and registered in birmingham, B458AS. The company operates under SIC code 64999 - financial intermediation not elsewhere classified.
Whateley wealth management ltd is an independent financial advisory practice based in cofton hackett, birmingham offering advice to personal and business clients.whateley wealth management ltd was formed in 2014 by nicola whateley an independent financial adviser with 17 years’ experience in the fin...
Private Limited With Share Capital
SIC: 64999
Small
Incorporated 11/07/2014
B458AS
16 employees
Financial Overview
Total Assets
£578.4K
Liabilities
£212.5K
Net Assets
£365.9K
Est. Turnover
£1.30M
AI Estimated
Unreported
Cash
£161.9K
Key Metrics
16
Employees
2
Directors
3
Shareholders
Charges
3
Registered
1
Outstanding
0
Part Satisfied
2
Satisfied
Filed Documents
46
Document Name
Category
Date
Mortgage Create With Deed With Charge Number Charge Creation Date
Category:Mortgage
Date:14-07-2026
Mortgage Satisfy Charge Full
Category:Mortgage
Date:15-05-2026
Mortgage Satisfy Charge Full
Category:Mortgage
Date:15-05-2026
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:29-04-2026
Accounts With Accounts Type Unaudited Abridged
Category:Accounts
Date:13-01-2026
Change To A Person With Significant Control
Category:Persons With Significant Control
Date:23-06-2025
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:01-05-2025
Accounts With Accounts Type Unaudited Abridged
Category:Accounts
Date:18-03-2025
Confirmation Statement With Updates
Category:Confirmation Statement
Date:02-05-2024
Accounts With Accounts Type Unaudited Abridged
Category:Accounts
Date:17-01-2024
Capital Name Of Class Of Shares
Category:Capital
Date:17-06-2023
Capital Allotment Shares
Category:Capital
Date:07-06-2023
Confirmation Statement With Updates
Category:Confirmation Statement
Date:21-04-2023
Capital Allotment Shares
Category:Capital
Date:05-04-2023
Accounts With Accounts Type Unaudited Abridged
Category:Accounts
Date:03-10-2022
Confirmation Statement With Updates
Category:Confirmation Statement
Date:14-07-2022
Change Person Director Company With Change Date
Category:Officers
Date:12-07-2022
Change Person Secretary Company With Change Date
Category:Officers
Date:12-07-2022
Change To A Person With Significant Control
Category:Persons With Significant Control
Date:07-04-2022
Accounts With Accounts Type Unaudited Abridged
Category:Accounts
Date:22-11-2021
Capital Allotment Shares
Category:Capital
Date:26-08-2021
Capital Name Of Class Of Shares
Category:Capital
Date:14-08-2021
Memorandum Articles
Category:Incorporation
Date:14-08-2021
Resolution
Category:Resolution
Date:14-08-2021
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:28-07-2021
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:31-03-2021
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:14-09-2020
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:16-01-2020
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:18-07-2019
Accounts With Accounts Type Micro Entity
Category:Accounts
Date:30-08-2018
Mortgage Create With Deed With Charge Number Charge Creation Date
Category:Mortgage
Date:23-07-2018
Change Registered Office Address Company With Date Old Address New Address
Category:Address
Date:12-07-2018
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:12-07-2018
Mortgage Create With Deed With Charge Number Charge Creation Date
Category:Mortgage
Date:30-04-2018
Accounts With Accounts Type Micro Entity
Category:Accounts
Date:24-08-2017
Change Person Secretary Company With Change Date
Category:Officers
Date:13-07-2017
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:13-07-2017
Change Person Director Company With Change Date
Category:Officers
Date:13-07-2017
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:19-08-2016
Confirmation Statement With Updates
Category:Confirmation Statement
Date:18-07-2016
Change Registered Office Address Company With Date Old Address New Address
Category:Address
Date:11-07-2016
Change Registered Office Address Company With Date Old Address New Address
Category:Address
Date:25-08-2015
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:21-08-2015
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:15-07-2015
Change Sail Address Company With New Address
Category:Address
Date:15-07-2015
Incorporation Company
Category:Incorporation
Date:11-07-2014
Risk Assessment
low risk
International Score
Future Factor
excellent
Performance Rating
Accounts
Typeunaudited abridged
Due Date30/04/2027
Filing Date13/01/2026
Latest Accounts31/07/2025
Trading Addresses
3 Parsonage Drive, Cofton Hackett, Birmingham, B458ASRegistered
Related Companies
2
Contact
3 Parsonage Drive, Cofton Hackett, Birmingham, B458AS