Whitman Fry Wealth Management Limited in Walton On Thames, KT12 3PD

Description

Data updated on: 01-11-2023

This particular business is based in Walton On Thames under the ID 07424506. The company was established in the year 2010. The office of this company is situated at First Floor, 336 Molesey Road Hersham. The post code is KT12 3PD. The firm's SIC and NACE codes are 64999 which means Financial intermediation not elsewhere classified. Whitman Fry Wealth Management Ltd released its latest accounts for the period up to 31st January 2023. The latest annual confirmation statement was filed on 29th October 2023.

In this particular limited company, a number of director's obligations have been done by Sara W., Alexander W. and Alison J.. Within the group of these three managers, Alexander W. has carried on with the limited company for the longest period of time, having become one of the many members of officers' team on 2010.

Financial data based on annual reports

Profit & Loss
Date of Accounts	2012-01-31	2013-01-31	2014-01-31	2015-01-31	2016-01-31	2017-01-31	2018-01-31	2019-01-31	2020-01-31	2021-01-31	2022-01-31	2023-01-31	2024-01-31
Currency	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP
Net Worth	-6 236	114	25 422	43 929	58 739

Balance Sheet
Cash Bank In Hand	29 580	12 250	27 602	64 088	59 995
Current Assets	37 740	28 824	34 247	68 524	87 547	97 926	157 292	136 817	124 061	184 111	227 342	161 994	134 422
Debtors	8 160	16 574	6 645	4 436	27 552
Net Assets Liabilities Including Pension Asset Liability	-6 236	114	25 422	43 929	58 739
Tangible Fixed Assets	11 690	8 768	6 639	6 382	14 876

Capital & Reserves
Called Up Share Capital	120	120	120	120	120
Profit Loss Account Reserve	-6 356	-6	25 302	43 809	58 619
Shareholder Funds	-6 236	114	25 422	43 929	58 739

Other Financial Data
Average Number Employees During Period									3	3	3	3	3
Creditors					40 709	43 360	53 027	39 190	41 961	59 950	61 618	46 313	45 225
Creditors Due After One Year	34 803	13 256
Creditors Due Within One Year	20 863	22 995	14 136	29 701	40 709
Fixed Assets					14 876	22 088	16 566	14 873	13 024	9 944	6 841	5 131	5 441
Net Current Assets Liabilities	16 877	5 829	20 111	38 823	46 838	54 566	104 265	97 627	82 100	124 161	165 724	115 681	89 197
Number Shares Allotted		120	120	120	120
Par Value Share		1	1	1	1
Provisions For Liabilities Charges		1 227	1 328	1 276	2 975
Secured Debts	50 000	26 528
Share Capital Allotted Called Up Paid	120	120	120	120	120
Tangible Fixed Assets Additions			85	1 869	13 452
Tangible Fixed Assets Cost Or Valuation	15 587	15 587	15 672	17 541	30 993
Tangible Fixed Assets Depreciation	3 897	6 819	9 033	11 159	16 117
Tangible Fixed Assets Depreciation Charged In Period		2 922	2 214	2 126	4 958
Total Assets Less Current Liabilities	28 567	14 597	26 750	45 205	61 714	76 654	120 831	112 500	95 124	134 105	172 565	120 812	94 638

Company staff

Sara W.

Role: Director

Appointed: 15 January 2011

Latest update: 8 April 2024

Alexander W.

Role: Director

Appointed: 29 October 2010

Latest update: 8 April 2024

Alison J.

Role: Director

Appointed: 29 October 2010

Latest update: 8 April 2024

People with significant control

The companies with significant control over this firm are as follows: Bidco Gpfm Limited owns over 3/4 of company shares and has 3/4 to full of voting rights. This business can be reached in London at 22 Dartmouth Street, SW1H 9BP and was registered as a PSC under the reg no 12397715.

Bidco Gpfm Limited

Address: 2 Queen Anne's Gate Buildings 22 Dartmouth Street, London, SW1H 9BP, England

Legal authority Companies Act 2006

Legal form Private Limited Company

Country registered United Kingdom

Place registered Companies House

Registration number 12397715

Notified on 12 April 2024

Nature of control:

over 3/4 of shares

3/4 to full of voting rights

right to manage directors

Alexander W.

Notified on 6 April 2016

Ceased on 12 April 2024

Nature of control:

1/2 or less of voting rights

right to manage directors

1/2 or less of shares

Sara W.

Notified on 6 April 2016

Ceased on 12 April 2024

Nature of control:

1/2 or less of voting rights

right to manage directors

1/2 or less of shares

Alison J.

Notified on 6 April 2016

Ceased on 12 April 2024

Nature of control:

1/2 or less of voting rights

right to manage directors

1/2 or less of shares

Accounts Documents

Account next due date	31 October 2024
Account last made up date	31 January 2023
Confirmation statement next due date	12 November 2024
Confirmation statement last made up date	29 October 2023

Annual Accounts 20 March 2014
Start Date For Period Covered By Report	01 February 2013
Date Approval Accounts	20 March 2014
Annual Accounts 5 March 2015
Start Date For Period Covered By Report	01 February 2014
End Date For Period Covered By Report	31 January 2015
Date Approval Accounts	5 March 2015
Annual Accounts 18 February 2016
Start Date For Period Covered By Report	01 February 2015
End Date For Period Covered By Report	31 January 2016
Date Approval Accounts	18 February 2016
Annual Accounts
Start Date For Period Covered By Report	01 February 2016
End Date For Period Covered By Report	31 January 2017
Annual Accounts
Start Date For Period Covered By Report	01 February 2017
End Date For Period Covered By Report	31 January 2018
Annual Accounts
Start Date For Period Covered By Report	01 February 2018
End Date For Period Covered By Report	31 January 2019
Annual Accounts
Start Date For Period Covered By Report	01 February 2019
End Date For Period Covered By Report	31 January 2020
Annual Accounts
Start Date For Period Covered By Report	01 February 2020
End Date For Period Covered By Report	31 January 2021
Annual Accounts
Start Date For Period Covered By Report	01 February 2021
End Date For Period Covered By Report	31 January 2022
Annual Accounts
Start Date For Period Covered By Report	01 February 2022
End Date For Period Covered By Report	31 January 2023
Annual Accounts
Start Date For Period Covered By Report	01 February 2023
End Date For Period Covered By Report	31 January 2024
Annual Accounts 12 June 2013
End Date For Period Covered By Report	31 January 2013
Date Approval Accounts	12 June 2013
Annual Accounts
End Date For Period Covered By Report	31 January 2014

Whitman Fry Wealth Management Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Sara W.

Alexander W.

Alison J.

People with significant control

Bidco Gpfm Limited

Alexander W.

Sara W.

Alison J.

Accounts Documents

Company filings

Filing category

Additional Information

HQ address, 2013

Address:

Post code:

City / Town:

HQ address, 2014

Address:

Post code:

City / Town:

HQ address, 2015

Address:

Post code:

City / Town:

HQ address, 2016

Address:

Post code:

City / Town:

Accountant/Auditor, 2014 - 2015

Name:

Address:

Post code:

City / Town:

Accountant/Auditor, 2013

Name:

Address:

Post code:

City / Town:

Search other companies

Services (by SIC Code)

Company Age

Closest Companies - by postcode

HQ address,
2013

HQ address,
2014

HQ address,
2015

HQ address,
2016

Accountant/Auditor,
2014 - 2015

Accountant/Auditor,
2013