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Financial intermediation not elsewhere classified · Birmingham
Whateley Wealth Management
Whateley Wealth Management Limited
Private limited company registered in Birmingham, classed under “Financial intermediation not elsewhere classified”.
Headline figures
FY to Jul 2025 · Company only
Turnover
For subscribers
Profit after tax
—
Not filed: small-company exemption
Net assets
For subscribers
Cash
For subscribers
Employees
For subscribers
Retained reserves
For subscribers
What the numbers say
3 findings from the figures, in plain English
Written by rules from the figures on this page. Not a forecast or a credit opinion.
History
| £ | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Profit after tax | — | ||||
| Turnover | |||||
| Net assets | |||||
| Cash | |||||
| Employees | |||||
| Retained reserves |
Every figure for all 5 years
“—” means we did not find the figure in a source; it is never filled with an estimate.
Balance sheet and ratios
From the filed balance sheets · £
| Balance sheet | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| Current assets | ||||
| of which debtors | ||||
| of which cash | ||||
| Creditors due within a year | ||||
| Net current assets | ||||
| Net assets | ||||
| Ratios | ||||
| Current ratioCurrent assets for every £1 owed within a year | ||||
| Cash ratioCash for every £1 owed within a year | ||||
| Creditors to assetsEverything owed to creditors as a share of fixed plus current assets | ||||
6 balance-sheet lines and 3 ratios, every year
A ratio appears only for years where every line it needs was filed. Lines are as tagged in the accounts; nothing is added up or estimated.
Questions people ask
›What does Whateley Wealth Management do?
Private limited company registered in Birmingham, classed under “Financial intermediation not elsewhere classified”.
›How much turnover does Whateley Wealth Management make?
Answered in the full report
›Is Whateley Wealth Management profitable?
Whateley Wealth Management's profit isn't public: small companies may file without a profit and loss account.
›How many people work at Whateley Wealth Management?
Answered in the full report
›Where is Whateley Wealth Management based?
Its registered office is 3 Parsonage Drive, Cofton Hackett, Birmingham, B45 8AS, in Birmingham.
›When was Whateley Wealth Management founded?
Whateley Wealth Management Limited was incorporated on 11 July 2014.
›Is Whateley Wealth Management still trading?
The register lists Whateley Wealth Management Limited as active.