Whitings Wealth Management Limited

Active03146257 Private limited company
Incorporated
15 January 1996 (30 years)
Previously known as
Whiting & Partners Wealth Management Limited (until 15 October 2021)
Whiting & Partners Financial Services Limited (until 3 June 2009)
Industry
Activities auxiliary to financial intermediation n.e.c. (66190)
Owned by
David Daniel Salmon
Accounts type
Total exemption full
Region
East of England
Address
Greenwood House
Greenwood Court
Bury St Edmunds
IP32 7GY

Filing status

Accounts due
31 December 2026
Last accounts
31 March 2025
Conf. stmt due
16 July 2027
Last conf. stmt
2 July 2026

Charges

Total
1
Outstanding
1
Part satisfied
0
Satisfied
0

Officers 6 active

Officer details are public data from the Companies House register.

Director · Appointed 18 May 2022
British
Born March 1984 (42)
Director · Appointed 27 June 2018
British
Born September 1971 (55)
Frostick, Janet Samantha
Secretary · Appointed 31 March 2011
Director · Appointed 17 December 2009
British
Born August 1963 (63)
Mackenzie, Adrian James
Director · Appointed 12 September 2006
British
Born April 1969 (57)
Salmon, David Daniel
Director · Appointed 26 February 1998
British
Born January 1970 (56)
Officer history (9 former)
18 May 2022
Appointed Jefferson, Paul Michael as Director
31 March 2022
Resigned Haydon, Mark Norman as Director
27 June 2018
Appointed Band, Andrew Roy as Director
27 June 2018
Resigned Harrison, Jeremy James as Director
31 March 2011
Appointed Frostick, Janet Samantha as Secretary
31 March 2011
Resigned Caddock, Michael Richard as Secretary
17 December 2009
Appointed Ridgeon, Christopher David as Director
17 December 2009
Resigned Handley, Noel Andrew Ernest as Director
17 June 2009
Resigned Taylor, Stephen Richard Kent as Director
17 June 2009
Appointed Harrison, Jeremy James as Director
12 June 2007
Appointed Caddock, Michael Richard as Secretary
12 June 2007
Resigned Tyler, Richard John as Secretary
12 September 2006
Appointed Mackenzie, Adrian James as Director
5 April 2005
Resigned Hancock, Malcolm Brian as Director
15 March 2005
Appointed Taylor, Stephen Richard Kent as Director
31 March 2000
Resigned Buck, John Frederick as Director
21 September 1999
Appointed Buck, John Frederick as Director
26 February 1998
Appointed Haydon, Mark Norman as Director
26 February 1998
Appointed Salmon, David Daniel as Director
15 January 1996
Resigned Swift Incorporations Limited as Corporate Nominee Secretary
15 January 1996
Appointed Hancock, Malcolm Brian as Director
15 January 1996
Appointed Swift Incorporations Limited as Corporate Nominee Secretary
15 January 1996
Appointed Tyler, Richard John as Secretary
15 January 1996
Appointed Handley, Noel Andrew Ernest as Director

Ownership 2 active

People and entities with significant control, from the Companies House PSC register

Corporate entity · Notified 14 December 2017
Owns 50–75% of shares
Holds 50–75% of voting rights
Private Limited Company
Reg. no. 11063781
David Daniel Salmon
Individual · Notified 6 April 2016
Owns 25–50% of shares
Holds 25–50% of voting rights
British
Born January 1970 (56)
Former controllers (18)
1 July 2024
Ceased Trina Jane Nunn — Has significant influence or control
1 July 2024
Ceased Keith James Day — Has significant influence or control
1 July 2024
Ceased Paul Michael Jefferson — Has significant influence or control
1 July 2024
Ceased Jonathan Paul Moore — Has significant influence or control
1 July 2024
Ceased Andrew Roy Band — Has significant influence or control
1 July 2024
Ceased James David Cater — Has significant influence or control
1 July 2024
Ceased Andrew Paul Winearls — Has significant influence or control
1 July 2024
Ceased Amanda Newman — Has significant influence or control
1 July 2024
Ceased Christopher David Ridgeon — Has significant influence or control
1 July 2024
Ceased Ian George Charles Piper — Has significant influence or control
31 March 2023
Ceased Barbara Nicholas — Has significant influence or control
31 March 2022
Ceased Mark Norman Haydon — Has significant influence or control
31 March 2021
Ceased Christopher Patrick Kelly — Has significant influence or control
31 March 2021
Ceased Philip Michael Peters — Has significant influence or control
30 September 2020
Ceased Paul Nigel Tatum — Has significant influence or control
31 March 2019
Ceased Richard Carl Meadows — Has significant influence or control
31 March 2019
Ceased Jeremy James Harrison — Has significant influence or control
31 December 2016
Ceased Christopher Philip Morton — Has significant influence or control

Group structure 5 companies

Ownership group derived from the Companies House PSC register

Whiting & Partners Limited Owns 75–100% of shares
Paul A Hill & Co Limited Owns 75–100% of shares
Whitings It Solutions Ltd Owns 75–100% of shares
Whitings Wealth Management Limited This company Owns 50–75% of shares

Financials

Balance sheet as at 31 March 2025 · total exemption full accounts

Net Assets
£249,544
Cash
£318,099
Debt Ratio
69%
Current Ratio
1.3x

Trend

Net Assets
£0 £200k £400k 2020 2021 2022 2023 2024 2025 £221,449 £229,774 £269,674 £291,981 £254,879 £249,544
Balance sheet detail
202520242023202220212020
Fixed Assets£266,147£310,619£4,991£8,307£4,132£6,032
Current Assets£540,383£427,729£486,572£501,397£463,177£518,882
Debtors£222,284
Cash£318,099£231,595£278,780£267,325£306,354£333,714
Creditors (< 1 year)£410,345£337,729£199,582£239,276£237,430£302,967
Creditors (> 1 year)£146,051£145,740
Net Current Assets£130,038£90,000£286,990£262,121£225,747£215,915
Net Assets£249,544£254,879£291,981£269,674£229,774£221,449
Shareholder Funds£249,544£254,879£291,981£269,674£229,774£221,449

Filings

Recent filings only. See the full history on Companies House

DateDescriptionMade Up ToPagesPDF
10 July 2026Confirmation statement with no updates2 July 2026
30 December 2025Total exemption full accounts31 March 2025
17 July 2025Confirmation statement with no updates2 July 2025
27 December 2024Total exemption full accounts31 March 2024
18 July 2024Confirmation statement with no updates2 July 2024
Show all recent filings

Some other companies at this address

Other companies in this industry

By trade and location

New Financial Advisers →

Need accounts figures, ownership or websites for thousands of companies? Bulk data & API →

← Back to companies Official record on Companies House ↗

Already have an account?

Create your account

Save searches and get the weekly email of new matches.

First name is required.
Last name is required.
Enter an email address like name@example.com.
Must be at least 8 characters. Password must be at least 8 characters.

Already have an account?