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The above diagram shows the color scheme of the layout in the main result page. The parent entities and officers are those entities, including individual and legal persons, have significant controls over the company in focus. The offspring entities and appointments are those entities that the company in focus can influence on.

Clicking the links on parent entities or officers, and offspring entities or managed companies will put them in focus and show upstream or downstream connections. In general, ascendant entities can be found by moving toward upstream, and descendant entities are by toward downstream. In this way, progenitor entities such as grandparent companies (parents of parent), sibling companies (children of parent), partner companies (parents of child), and progeny entities such as grandchild companies (children of child) can be found easily.

Parent entities and officers 4
  • 1
    Mrs Claire Elizabeth Whelan
    Born in July 1967
    Individual (1 offspring)
    Person with significant control
    2021-03-31 ~ now
    PE - Ownership of voting rights - More than 25% but not more than 50%CIF 0
    PE - Ownership of shares – More than 25% but not more than 50%CIF 0
  • 2
    Fitzsimons, Craig
    Director born in July 1981
    Individual (38 offsprings)
    Officer
    2019-10-31 ~ 2019-11-01
    OF - Director → CIF 0
  • 3
    Whelan, Dermott
    Born in April 1966
    Individual (1 offspring)
    Officer
    2010-10-14 ~ now
    OF - Director → CIF 0
    Mr Dermott Whelan
    Born in April 1966
    Individual (1 offspring)
    Person with significant control
    2016-04-06 ~ now
    PE - Right to appoint or remove directorsCIF 0
    PE - Ownership of voting rights - More than 50% but less than 75%CIF 0
    PE - Ownership of shares – More than 50% but less than 75%CIF 0
  • 4
    BENCHMARK FINANCIAL PLANNING LIMITED - now
    ASPECT8 LIMITED
    - 2022-11-07 07572431 04841747... (more)
    Sussex House, North Street, Horsham, West Sussex, United Kingdom
    Active Corporate (16 parents, 25 offsprings)
    Person with significant control
    2018-07-31 ~ 2019-10-31
    PE - Ownership of shares – More than 25% but not more than 50%CIF 0
    PE - Ownership of voting rights - More than 25% but not more than 50%CIF 0
parent relation
Company in focus

WHELAN WEALTH MANAGEMENT LIMITED

Period: 2010-10-14 ~ now
Company number: 07408299
Registered name
WHELAN WEALTH MANAGEMENT LIMITED - now
Standard Industrial Classification
66190 - Activities Auxiliary To Financial Intermediation N.e.c.
Brief company account
Fixed Assets
251,098 GBP2025-03-31
240,174 GBP2024-03-31
Current Assets
14,581 GBP2025-03-31
12,197 GBP2024-03-31
Creditors
Current, Amounts falling due within one year
-52,793 GBP2025-03-31
Net Current Assets/Liabilities
-38,212 GBP2025-03-31
-30,124 GBP2024-03-31
Total Assets Less Current Liabilities
212,886 GBP2025-03-31
210,050 GBP2024-03-31
Net Assets/Liabilities
212,886 GBP2025-03-31
210,050 GBP2024-03-31
Equity
212,886 GBP2025-03-31
210,050 GBP2024-03-31
Average Number of Employees
22024-04-01 ~ 2025-03-31
22023-04-01 ~ 2024-03-31

  • WHELAN WEALTH MANAGEMENT LIMITED
    Info
    Registered number 07408299
    Boa Vista Higham Road, Higham Gobion, Hitchin SG5 3HR
    PRIVATE LIMITED COMPANY incorporated on 2010-10-14 (15 years 6 months). The status of the company number is Active.
    The last date of confirmation statement was made at 2025-10-14
    CIF 0
child relation
Offspring entities and appointments 0
  • Not found in our database.

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Contains public sector information retrieved at 5 April 2026 and licensed under the Open Government Licence v3.0.