Filing status
- Accounts due
- 31 December 2026
- Last accounts
- 31 March 2025
- Conf. stmt due
- 28 October 2027
- Last conf. stmt
- 14 October 2026
Whelan Wealth Management Limited
- Incorporated
- 14 October 2010 (16 years)
- Industry
- Activities auxiliary to financial intermediation n.e.c. (66190)
- Directors
- Dermott Whelan
- Owned by
- Claire Elizabeth WhelanDermott Whelan
- Accounts type
- Micro entity
- Region
- East of England
- Address
- Boa Vista Higham RoadHigham GobionHitchinSG5 3HR
Officers 1 active
Officer details are public data from the Companies House register.
Whelan, Dermott
Director · Appointed 14 October 2010
British
Born April 1966 (60)
Officer history (1 former)
1 November 2019
31 October 2019
14 October 2010
Appointed Whelan, Dermott as Director
Ownership 2 active
People and entities with significant control, from the Companies House PSC register
Claire Elizabeth Whelan
Individual · Notified 31 March 2021
Owns 25–50% of shares
Holds 25–50% of voting rights
British
Born July 1967 (59)
Dermott Whelan
Individual · Notified 6 April 2016
Owns 50–75% of shares
Holds 50–75% of voting rights
Right to appoint and remove directors
British
Born April 1966 (60)
Former controllers (1)
31 October 2019
Ceased Aspect8 Limited — Owns 25–50% of shares
Financials
Balance sheet as at 31 March 2025 · micro entity accounts
- Net Assets
- £212,886
- Debt Ratio
- 20%
- Current Ratio
- 0.3x
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £251,098 | £240,174 | £1,170 | £1,463 | £1,829 | £2,286 |
| Current Assets | £14,581 | £240,546 | £144,043 | |||
| Debtors | £0 | £107,796 | ||||
| Cash | £12,198 | £239,235 | £221,877 | £240,546 | £36,247 | |
| Creditors (< 1 year) | £52,793 | £42,322 | £43,014 | £32,099 | £68,042 | £23,166 |
| Net Current Assets | (£38,212) | (£30,124) | £196,221 | £189,778 | £172,504 | £120,877 |
| Net Assets | £212,886 | £209,816 | £197,169 | £190,963 | £173,985 | £122,728 |
| Shareholder Funds | £212,886 | £209,816 | £197,169 | £190,963 | £173,985 | £122,728 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 28 October 2026 | Confirmation statement with no updates | 14 October 2026 | ||
| 26 January 2026 | Micro company accounts | 31 March 2025 | ||
| 14 October 2025 | Confirmation statement with no updates | 14 October 2025 | ||
| 5 December 2024 | Total exemption full accounts | 31 March 2024 | ||
| 25 October 2024 | Confirmation statement with no updates | 14 October 2024 |
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