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WHITING & PARTNERS WEALTH MANAGEMENT LIMITED

Company
WHITING & PARTNERS WEALTH MANAGEMENT LIMITED (03146257)

WHITING & PARTNERS WEALTH MANAGEMENT

Phone: 01945 581 937
A⁺ rating

ABOUT WHITING & PARTNERS WEALTH MANAGEMENT LIMITED

We were established in 2000 with the intention to provide a highly personal and professional wealth management service to clients within the East Anglia region. We have a very loyal and stable team, that are all committed to making a positive impact towards this service. Although we are based in Wisbech, we also operate out of all of the Whiting and Partners Chartered Accountants offices throughout East Anglia, as well as being happy to see our clients at their office or home.

As a business we are committed to offering customers the highest possible standards of service and to ensuring that Treating Customers Fairly (TCF) is embedded in everything we do.

Treating Customers Fairly is explicit in our conduct of daily business. It is a fundamental component of our culture and evident in the behaviour of our people.

We consistently demonstrate that we are treating customers fairly, using the Financial Conduct Authority's six consumer outcomes as our guiding framework.

We are a Chartered firm of financial planners. This means we have satisfied rigorous criteria relating to professional qualifications and ethical good practice. It means you can be confident that you are dealing with one of the UK’s leading firms that is wholly committed to providing you with the best possible advice, service and support.

Our Parent Company

Whiting & Partners Wealth Management Ltd is a majority owned subsidiary of Whiting & Partners, a firm of Chartered Accountants, established in the heart of East Anglia, with offices in Wisbech, Kings Lynn, March, Bury St. Edmunds , Mildenhall, Ramsey, St Ives and Peterborough.

Whiting & Partners is an established and expanding firm of chartered accountants which provides a comprehensive range of business advisory services to a wide clientele from individuals to substantial companies.

The firm was established in 1928 by the late Walter F. Whiting and has grown over the years to an organisation with eight offices and over 130 members of staff. The client portfolio is varied including professional, commercial, agricultural and industrial businesses as well as the many clients who require personal advice in relation to their taxation affairs.

Equity prices change every day based on supply and demand. If more investors want to buy a share than sell it at the current price, the price goes up. If more want to sell than buy, the price goes down. In the process, the market incorporates the views of everyone w...

KEY FINANCES

Year
2017
Assets
£431.15k ▲ £250.74k (138.98 %)
Cash
£0k ▼ £-68.36k (-100.00 %)
Liabilities
£287.08k ▲ £117.2k (68.99 %)
Net Worth
£144.06k ▲ £133.53k (1,268.12 %)

REGISTRATION INFO

Company name
WHITING & PARTNERS WEALTH MANAGEMENT LIMITED
Company number
03146257
Status
Active
Categroy
Private Limited Company
Date of Incorporation
15 Jan 1996
Age - 29 years
Home Country
United Kingdom

CONTACTS

Website
whitingandpartnerswm.co.uk
Phones
01945 581 937
01945 660 333
0025 525 500
0032 226 456
00255 255 701
Registered Address
GREENWOOD HOUSE,
GREENWOOD COURT,
BURY ST EDMUNDS,
SUFFOLK,
IP32 7GY

ECONOMIC ACTIVITIES

66190
Activities auxiliary to financial intermediation n.e.c.

LAST EVENTS

01 Sep 2016
Confirmation statement made on 2 July 2016 with updates
03 Aug 2016
Director's details changed for David Daniel Salmon on 3 August 2016
29 Jun 2016
Total exemption small company accounts made up to 31 March 2016

See Also


Last update 2018

WHITING & PARTNERS WEALTH MANAGEMENT LIMITED DIRECTORS

Janet Samantha Frostick

  Acting
Appointed
31 March 2011
Role
Secretary
Address
Greenwood House, Greenwood Court, Bury St Edmunds, Suffolk, United Kingdom, IP32 7GY
Name
FROSTICK, Janet Samantha

Jeremy James Harrison

  Acting PSC
Appointed
17 June 2009
Occupation
Chartered Accountant
Role
Director
Age
71
Nationality
British
Address
Greenwood House, Greenwood Court, Bury St Edmunds, Suffolk, United Kingdom, IP32 7GY
Country Of Residence
United Kingdom
Name
HARRISON, Jeremy James
Notified On
6 April 2016
Nature Of Control
Has significant influence or control

Mark Norman Haydon

  Acting PSC
Appointed
26 February 1998
Occupation
Accountant
Role
Director
Age
69
Nationality
British
Address
Greenwood House, Greenwood Court, Bury St Edmunds, Suffolk, United Kingdom, IP32 7GY
Country Of Residence
United Kingdom
Name
HAYDON, Mark Norman
Notified On
6 April 2016
Nature Of Control
Ownership of shares – More than 50% but less than 75%

Adrian James Mackenzie

  Acting
Appointed
12 September 2006
Occupation
Financial Adviser
Role
Director
Age
55
Nationality
British
Address
Greenwood House, Greenwood Court, Bury St Edmunds, Suffolk, United Kingdom, IP32 7GY
Name
MACKENZIE, Adrian James

Christopher David Ridgeon

  Acting PSC
Appointed
17 December 2009
Occupation
Partner
Role
Director
Age
61
Nationality
British
Address
Greenwood House, Greenwood Court, Bury St Edmunds, Suffolk, United Kingdom, IP32 7GY
Country Of Residence
England
Name
RIDGEON, Christopher David
Notified On
6 April 2016
Nature Of Control
Has significant influence or control

David Daniel Salmon

  Acting PSC
Appointed
26 February 1998
Occupation
Financial Advisor
Role
Director
Age
55
Nationality
British
Address
Greenwood House, Greenwood Court, Bury St Edmunds, Suffolk, United Kingdom, IP32 7GY
Country Of Residence
United Kingdom
Name
SALMON, David Daniel
Notified On
6 April 2016
Nature Of Control
Ownership of shares – More than 25% but not more than 50%

Michael Richard Caddock

  Resigned PSC
Appointed
12 June 2007
Resigned
31 March 2011
Role
Secretary
Address
Garland House, Garland Street, Bury St Edmunds, Suffolk, IP33 1EZ
Name
CADDOCK, Michael Richard
Notified On
6 April 2016
Nature Of Control
Has significant influence or control

Richard John Tyler

  Resigned
Appointed
15 January 1996
Resigned
12 June 2007
Role
Secretary
Address
8 Barton Close, Witchford, Ely, Cambridgeshire, CB6 2HS
Name
TYLER, Richard John

SWIFT INCORPORATIONS LIMITED

  Resigned
Appointed
15 January 1996
Resigned
15 January 1996
Role
Nominee Secretary
Address
26 Church Street, London, NW8 8EP
Name
SWIFT INCORPORATIONS LIMITED

John Frederick Buck

  Resigned
Appointed
21 September 1999
Resigned
31 March 2000
Occupation
Accountant
Role
Director
Age
87
Nationality
British
Address
11 Barton Road, Wisbech, Cambridgeshire, PE13 1LB
Name
BUCK, John Frederick

Malcolm Brian Hancock

  Resigned
Appointed
15 January 1996
Resigned
05 April 2005
Occupation
Chartered Accountant
Role
Director
Age
86
Nationality
British
Address
Russet Lodge, Culford, Bury St Edmunds, Suffolk, IP28 6DW
Name
HANCOCK, Malcolm Brian

Noel Andrew Ernest Handley

  Resigned PSC
Appointed
15 January 1996
Resigned
17 December 2009
Occupation
Chartered Accountant
Role
Director
Age
76
Nationality
British
Address
2 Cavalry Drive, March, Cambridgeshire, PE15 9EQ
Name
HANDLEY, Noel Andrew Ernest
Notified On
6 April 2016
Nature Of Control
Has significant influence or control

Stephen Richard Kent Taylor

  Resigned
Appointed
15 March 2005
Resigned
17 June 2009
Occupation
Chartered Accountant
Role
Director
Age
80
Nationality
British
Address
1 Beeches Close, Ixworth, Suffolk, IP31 2EW
Name
TAYLOR, Stephen Richard Kent

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