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Whitefriars Financial Services Limited
- Incorporated
- 9 January 2002 (24 years)
- Industry
- Administration of financial markets (66110) Activities of insurance agents and brokers (66220)Other activities auxiliary to insurance and pension funding (66290)
- Directors
- Francisco Lucas Mendoza
- Accounts type
- Audit exemption subsidiary
- Region
- West Midlands
- Address
- Morgan Reach House136 Hagley RoadBirminghamB16 9NX
Filing status
- Accounts due
- 30 September 2027
- Last accounts
- 31 December 2025
- Conf. stmt due
- 23 January 2027
- Last conf. stmt
- 9 January 2026
Charges
- Total
- 1
- Outstanding
- 1
- Part satisfied
- 0
- Satisfied
- 0
Officers 4 active
Officer details are public data from the Companies House register.
Director · Appointed 31 October 2026
Also at The Martlets Hospice Limited (proposed for strike-off), Southern Hospice Group, Futura Financial Services Group Ltd · more companies
British
Born May 1978 (48)
Director · Appointed 18 May 2026
British
Born December 1975 (50)
Mendoza, Francisco Lucas
Director · Appointed 2 April 2025
British
Born April 1966 (60)
Director · Appointed 2 April 2025
British
Born April 1973 (53)
Officer history (9 former)
31 October 2026
18 May 2026
2 April 2025
Appointed Mendoza, Francisco Lucas as Director
2 April 2025
2 April 2025
Resigned Moody, Ben Charlton as Director
2 April 2025
2 April 2025
Resigned Keen, Jayne Michelle as Director
2 April 2025
16 January 2013
Appointed Moody, Ben Charlton as Director
29 March 2006
2 December 2002
Appointed Keen, Jayne Michelle as Director
2 December 2002
2 December 2002
2 December 2002
2 December 2002
2 December 2002
Resigned Farran, Charles Michael Darley as Director
9 January 2002
9 January 2002
9 January 2002
9 January 2002
9 January 2002
9 January 2002
Appointed Farran, Charles Michael Darley as Director
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 2 April 2025
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Private Limited Company
Reg. no. 13267614
Former controllers (1)
2 April 2025
Group structure 12 shown
Ownership group derived from the Companies House PSC register
Futura Financial Services Group Ltd Owns 75–100% of shares
Cbfa Holdings Limited Owns 75–100% of shares
CB Financial Advisers LLP Holds 75–100% of voting rights
Cleveden Financial Services Limited Owns 75–100% of shares
Futura 7 Limited Owns 75–100% of shares
Futura Wealth Management Ltd Owns 75–100% of shares
HBD Wealth Management Limited Owns 25–50% of shares
Independent Financial Advice World Ltd Owns 75–100% of shares
Jones Financial (Norwich) Limited Owns 75–100% of shares
Simpson Kelly Associates Ltd. Owns 75–100% of shares
Whitefriars Financial Services Limited This company Owns 75–100% of shares
Financials
Figures from 2025 accounts. Newer accounts, made up to 31 December 2025, are filed but not read yet. See them on Companies House
- Net Assets
- £111,724
- Cash
- £299,523
- Debt Ratio
- 66%
- Current Ratio
- 1.5x
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £8,191 | £3,016 | £3,482 | £4,565 | £4,417 | £3,607 |
| Current Assets | £317,548 | £296,660 | £232,424 | £227,348 | £210,178 | £256,187 |
| Debtors | £18,025 | £27,268 | £30,064 | £26,265 | £27,120 | £23,302 |
| Cash | £299,523 | £250,103 | £184,360 | £183,083 | £165,058 | £214,885 |
| Creditors (< 1 year) | £213,148 | £169,771 | £121,791 | £137,044 | £109,075 | £128,393 |
| Net Current Assets | £104,400 | £126,889 | £110,633 | £90,304 | £101,103 | £127,794 |
| Net Assets | £111,724 | £129,151 | £113,245 | £94,002 | £104,681 | £130,716 |
| Shareholder Funds | £111,724 | £129,151 | £113,245 | £94,002 | £104,681 | £130,716 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 2 November 2026 | Appointment of a director | |||
| 17 October 2026 | Other filing | |||
| 17 October 2026 | Other filing | |||
| 17 October 2026 | Accounts filing | |||
| 17 October 2026 | Audit exemption subsidiary accounts | 31 December 2025 |
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