Filing status
- Accounts due
- 30 April 2027
- Last accounts
- 31 July 2025
- Conf. stmt due
- 21 May 2027
- Last conf. stmt
- 7 May 2026
Whittaker Wealth Management Limited
- Incorporated
- 8 May 2017 (9 years)
- Industry
- Financial management (70221)
- Owned by
- Accounts type
- Micro entity
- Region
- Yorkshire
- Address
- 17B Appleton CourtDurkarWakefieldWF2 7AR
Officers
Not loaded yet. See them on Companies House
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 30 June 2022
Owns 75–100% of shares
Holds 75–100% of voting rights
Limited Company
Reg. no. 14027237
Former controllers (2)
30 June 2022
Ceased Peter James Whittaker — Owns 75–100% of shares
10 May 2022
Ceased Helen Marie Whittaker — Owns 25–50% of shares
Group structure 6 companies
Ownership group derived from the Companies House PSC register
Regency Financial Advice Ltd Owns 75–100% of shares
Regency Wealth Ltd Owns 75–100% of shares
Paul Smith Wealth Management Ltd Owns 75–100% of shares
Regentia Lifestyle Planning Ltd Owns 75–100% of shares
Whittaker Wealth Management Limited This company Owns 75–100% of shares
Financials
Balance sheet as at 31 July 2025 · micro entity accounts
- Net Assets
- (£8,531)
- Current Ratio
- 0.0x
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £0 | £5,908 | £2,302 | £2,832 | ||
| Current Assets | £25 | £2,881 | £6,064 | £45,585 | £9,391 | £12,751 |
| Creditors (< 1 year) | £2,036 | £2,036 | £2,506 | £27,403 | £9,293 | £13,240 |
| Creditors (> 1 year) | £6,520 | £8,306 | £10,091 | £12,231 | ||
| Net Current Assets | (£2,011) | £845 | £3,558 | £18,182 | £98 | (£489) |
| Net Assets | (£8,531) | (£7,461) | (£6,533) | £11,859 | ||
| Shareholder Funds | (£8,531) | (£7,461) | (£6,533) | £11,859 | £2,400 | £2,343 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 21 June 2026 | Confirmation statement with no updates | 7 May 2026 | ||
| 22 April 2026 | Micro company accounts | 31 July 2025 | ||
| 7 April 2026 | Registered office address changed | |||
| 27 May 2025 | Confirmation statement with no updates | 7 May 2025 | ||
| 25 April 2025 | Micro company accounts | 31 July 2024 |
Some other companies at this address
Other companies in this industry
By trade and location
Need accounts figures, ownership or websites for thousands of companies? Bulk data & API →