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Whitings Wealth Management Limited

03146257

active
Private Limited Company
england wales
Companies House
Health Score
88 / 100

Healthy

30/30
Filing
20/30
Financial
38/40
Risk
  • 1 outstanding charge (-2)

Details

GREENWOOD HOUSE, BURY ST EDMUNDS, IP32 7GY
Incorporated 15/01/1996

Compliance

Last accounts

31/03/2025

total exemption full

Next accounts due

31/12/2026

On track

Confirmation statement

Last: 02/07/2025

Due 16/07/2026

On track

Industry

66190
Other activities auxiliary to financial services

Officers

Mr David Daniel Salmon

director · Since 26/02/1998

FINANCIAL ADVISOR

BRITISH · ENGLAND · Age 56

Also on 1 other board

Adrian James Mackenzie

director · Since 12/09/2006

FINANCIAL ADVISER

BRITISH · Age 57

Mr Christopher David Ridgeon

director · Since 17/12/2009

DIRECTOR

BRITISH · UNITED KINGDOM · Age 62

Also on 6 other boards

Mrs Janet Samantha Frostick

secretary · Since 31/03/2011

Mr Andrew Roy Band

director · Since 27/06/2018

DIRECTOR

BRITISH · UNITED KINGDOM · Age 54

Also on 6 other boards

Mr Paul Michael Jefferson

director · Since 18/05/2022

ACCOUNTANT

BRITISH · UNITED KINGDOM · Age 42

Also on 4 other boards

Persons with Significant Control

Mr David Daniel Salmon

25–50% shares
25–50% votes

British · England · Age 56

Greenwood House, Greenwood Court, Bury St Edmunds, IP32 7GY

Notified 06/04/2016

Whitings Capital Limited

50–75% shares
50–75% votes

Greenwood House, Greenwood Court, Bury St Edmunds, IP32 7GY

Reg: 11063781 · Companies House · Private Limited Company

Notified 14/12/2017

Former PSCs

Mr Andrew Roy Band

Ceased 01/07/2024

Mr James David Cater

Ceased 01/07/2024

Mr Jeremy James Harrison

Ceased 31/03/2019

Mr Mark Norman Haydon

Ceased 31/03/2022

Mr Christopher Patrick Kelly

Ceased 31/03/2021

Mr Richard Carl Meadows

Ceased 31/03/2019

Mr Christopher Philip Morton

Ceased 31/12/2016

Mrs Barbara Nicholas

Ceased 31/03/2023

Mr Philip Michael Peters

Ceased 31/03/2021

Miss Trina Jane Nunn

Ceased 01/07/2024

Mr Ian George Charles Piper

Ceased 01/07/2024

Mr Christopher David Ridgeon

Ceased 01/07/2024

Mr Paul Nigel Tatum

Ceased 30/09/2020

Mr Andrew Paul Winearls

Ceased 01/07/2024

Mr Paul Michael Jefferson

Ceased 01/07/2024

Mr Jonathan Paul Moore

Ceased 01/07/2024

Mrs Amanda Newman

Ceased 01/07/2024

Mr Keith James Day

Ceased 01/07/2024

Charges1 outstanding

Charge
outstanding

LLOYDS PLC

Created 25/01/2024Registered 25/01/2024

CompanyRankvs 1770+ SIC 66190 peers
56

Financial strength88th percentile among SIC peers · 22/25
Employees15th percentile among SIC peers · 2/15
LiquidityCurrent ratio 1.32× · 12/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
Outstanding charges -10
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How is this score calculated?
Financial strength22/25 pts

Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.

Employees2/15 pts

Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.

Liquidity12/20 pts

Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.

Longevity15/15 pts

One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.

Filing compliance15/15 pts

Full 15 points when both annual accounts and confirmation statement are filed on time. Points are deducted for each overdue filing.

Risk deductions

Outstanding charges: -10 pts

Maximum score is 100. Deductions apply for insolvency history, outstanding charges, going concern doubt, or disqualified officers.

Key FinancialsYear ending 31/03/2025

Net Worth

£250k

Balance sheet strength

Cash

£318k

Cash in the bank

Net Current Assets

£130k

Working capital

Current Assets

£540k

Current Liabilities

£410k

Fixed Assets

£266k

Debtors

£222k

0avg. employees-12

Tax at Year End

Corp tax£140k

Balance Sheet

Intangible assets£258k
Assets less current liabilities£396k
Prepared with CCH Software

EstimatesDerived

YearCurrent RatioImplied Profit
20251.32-£5k
20241.27-£37k
20232.44+£22k
20222.10+£40k
20211.95+£8k
20201.71+£86k
20191.69-£11k
20171.50

Derived from filed accounts. Not audited figures.