Whateley Wealth Management Limited
09125961
Healthy
No risk factors detected.
Details
Compliance
Last accounts
31/07/2025
unaudited abridged
Next accounts due
30/04/2027
Confirmation statement
Last: 20/04/2026
Due 04/05/2027
Industry
Officers
director · Since 11/07/2014
DIRECTOR
BRITISH · ENGLAND · Age 43
Also on 2 other boards
Persons with Significant Control
Miss Nicola Sarah Whateley
British · England · Age 43
3, Parsonage Drive, Birmingham, B45 8AS
Notified 06/04/2016
Charges0 outstanding
NATIONAL WESTMINSTER BANK PLC
NATIONAL WESTMINSTER BANK PLC
CompanyRankvs 1101+ SIC 64999 peers84
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How is this score calculated?
Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.
Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.
Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.
One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.
Full 15 points when both annual accounts and confirmation statement are filed on time. Points are deducted for each overdue filing.
Maximum score is 100. Deductions apply for insolvency history, outstanding charges, going concern doubt, or disqualified officers.
Key FinancialsYear ending 31/07/2025
Net Worth
£366k
Balance sheet strength
Cash
£162k
Cash in the bank
Net Current Assets
£320k
Working capital
Current Assets
£517k
Current Liabilities
£197k
Fixed Assets
£62k
Debtors
£255k
Balance Sheet
EstimatesDerived
| Year | Current Ratio | Implied Profit |
|---|---|---|
| 2025 | 2.62 | +£20k |
| 2024 | 1.91 | -£45k |
| 2023 | 2.97 | -£81k |
| 2022 | 2.32 | +£168k |
| 2021 | 2.51 | — |
Derived from filed accounts. Not audited figures.