Whateley Wealth Management Limited

DataGardener
whateley wealth management limited
live
Micro

Whateley Wealth Management Limited

09125961Private Limited With Share Capital

3 Parsonage Drive, Cofton Hackett, Birmingham, B458AS
Incorporated

11/07/2014

Company Age

11 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 (11 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
Micro
Incorporated 11/07/2014
B458AS
16 employees

Financial Overview

Total Assets

£578.4K

Liabilities

£212.5K

Net Assets

£365.9K

Est. Turnover

£6.52M

AI Estimated
Unreported
Cash

£161.9K

Key Metrics

16

Employees

2

Directors

3

Shareholders

Board of Directors

1

Charges

2

Registered

2

Outstanding

0

Part Satisfied

0

Satisfied

Risk Assessment

low risk

International Score

Future Factor

good

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

Contact

01212858528
3 Parsonage Drive, Cofton Hackett, Birmingham, B458AS