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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

Company number: 09125961
This page is about company number 09125961, under which the name WHATELEY WEALTH MANAGEMENT LIMITED have been registered since 2014-07-11.
Registered name
WHATELEY WEALTH MANAGEMENT LIMITED - now
Standard Industrial Classification
64999 - Financial Intermediation Not Elsewhere Classified
Brief company account
Property, Plant & Equipment
339,286 GBP2024-07-31
363,097 GBP2023-07-31
Debtors
190,335 GBP2024-07-31
147,156 GBP2023-07-31
Cash at bank and in hand
94,640 GBP2024-07-31
127,975 GBP2023-07-31
Current Assets
284,975 GBP2024-07-31
275,131 GBP2023-07-31
Creditors
Current
149,430 GBP2024-07-31
92,770 GBP2023-07-31
Net Current Assets/Liabilities
135,545 GBP2024-07-31
182,361 GBP2023-07-31
Total Assets Less Current Liabilities
474,831 GBP2024-07-31
545,458 GBP2023-07-31
Creditors
Non-current
-114,748 GBP2024-07-31
-136,014 GBP2023-07-31
Net Assets/Liabilities
346,033 GBP2024-07-31
391,411 GBP2023-07-31
Equity
Called up share capital
103 GBP2024-07-31
103 GBP2023-07-31
Retained earnings (accumulated losses)
345,930 GBP2024-07-31
391,308 GBP2023-07-31
Equity
346,033 GBP2024-07-31
391,411 GBP2023-07-31
Average Number of Employees
152023-08-01 ~ 2024-07-31
132022-08-01 ~ 2023-07-31
Property, Plant & Equipment - Gross Cost
449,383 GBP2024-07-31
446,513 GBP2023-07-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
110,097 GBP2024-07-31
83,416 GBP2023-07-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
26,681 GBP2023-08-01 ~ 2024-07-31

  • 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 8 months). The company status 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 9 February 2026 and licensed under the Open Government Licence v3.0.