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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 1
  • 1
    Whateley, Nicola Sarah
    Born in October 1982
    Individual (3 offsprings)
    Officer
    2014-07-11 ~ now
    OF - Director → CIF 0
    Whateley, Nicola Sarah
    Individual (3 offsprings)
    Officer
    2014-07-11 ~ now
    OF - Secretary → CIF 0
    Miss Nicola Sarah Whateley
    Born in October 1982
    Individual (3 offsprings)
    Person with significant control
    2016-04-06 ~ now
    PE - Ownership of shares – 75% or moreCIF 0
parent relation
Company in focus

WHATELEY WEALTH MANAGEMENT LIMITED

Period: 2014-07-11 ~ now
Company number: 09125961
Registered name
WHATELEY WEALTH MANAGEMENT LIMITED - now
Standard Industrial Classification
64999 - Financial Intermediation Not Elsewhere Classified
Brief company account
Property, Plant & Equipment
61,731 GBP2025-07-31
339,286 GBP2024-07-31
Debtors
254,802 GBP2025-07-31
190,335 GBP2024-07-31
Current assets - Investments
100,000 GBP2025-07-31
Cash at bank and in hand
161,885 GBP2025-07-31
94,640 GBP2024-07-31
Current Assets
516,687 GBP2025-07-31
284,975 GBP2024-07-31
Creditors
Current
197,108 GBP2025-07-31
149,430 GBP2024-07-31
Net Current Assets/Liabilities
319,579 GBP2025-07-31
135,545 GBP2024-07-31
Total Assets Less Current Liabilities
381,310 GBP2025-07-31
474,831 GBP2024-07-31
Creditors
Non-current
-114,748 GBP2024-07-31
Net Assets/Liabilities
365,877 GBP2025-07-31
346,033 GBP2024-07-31
Equity
Called up share capital
103 GBP2025-07-31
103 GBP2024-07-31
Retained earnings (accumulated losses)
365,774 GBP2025-07-31
345,930 GBP2024-07-31
Equity
365,877 GBP2025-07-31
346,033 GBP2024-07-31
Average Number of Employees
162024-08-01 ~ 2025-07-31
152023-08-01 ~ 2024-07-31
Property, Plant & Equipment - Gross Cost
165,790 GBP2025-07-31
449,383 GBP2024-07-31
Property, Plant & Equipment - Disposals
-285,192 GBP2024-08-01 ~ 2025-07-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
104,059 GBP2025-07-31
110,097 GBP2024-07-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
13,819 GBP2024-08-01 ~ 2025-07-31
Property, Plant & Equipment - Decrease in depreciation and impairment related to disposals
-19,857 GBP2024-08-01 ~ 2025-07-31

  • WHATELEY WEALTH MANAGEMENT LIMITED
    Info
    Registered number 09125961
    3 Parsonage Drive, Cofton Hackett, Birmingham B45 8AS
    PRIVATE LIMITED COMPANY incorporated on 2014-07-11 (11 years 11 months). The status of the company number is Active.
    The last date of confirmation statement was made at 2025-04-20
    CIF 0
child relation
Offspring entities and appointments 0
  • Not found in our database.

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Contains public sector information retrieved at 22 April 2026 and licensed under the Open Government Licence v3.0.