# Whitings Wealth Management Limited

## Details

- **Company number:** [03146257](https://find-and-update.company-information.service.gov.uk/company/03146257)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 15 Jan 1996
- **Registered office:** GREENWOOD HOUSE, GREENWOOD COURT, BURY ST EDMUNDS, IP32 7GY
- **Nature of business:** [66190](/sic/66190) Activities auxiliary to financial intermediation n.e.c.
- **Corporate group:** [Whitings Capital Limited](/group/62516) (3 companies)


## Previous names

- Whiting & Partners Financial Services Limited (until 3 Jun 2009)
- Whiting & Partners Wealth Management Limited (until 15 Oct 2021)



## Officers

| Name | Role | Appointed | Resigned |
|---|---|---|---|
| JEFFERSON, Paul Michael | director | 18 May 2022 |  |
| BAND, Andrew Roy | director | 27 Jun 2018 |  |
| RIDGEON, Christopher David | director | 17 Dec 2009 |  |
| MACKENZIE, Adrian James | director | 12 Sep 2006 |  |
| SALMON, David Daniel | director | 26 Feb 1998 |  |



## Control

| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Whitings Capital Limited | ownership-of-shares-50-to-75-percent, voting-rights-50-to-75-percent | 14 Dec 2017 |  |
| Mr David Daniel Salmon | ownership-of-shares-25-to-50-percent, voting-rights-25-to-50-percent | 6 Apr 2016 |  |
| Mrs Amanda Newman | significant-influence-or-control | 1 Apr 2021 | 1 Jul 2024 |
| Mr Keith James Day | significant-influence-or-control | 1 Apr 2021 | 1 Jul 2024 |
| Mr Jonathan Paul Moore | significant-influence-or-control | 1 Oct 2020 | 1 Jul 2024 |
| Mr Paul Michael Jefferson | significant-influence-or-control | 1 Oct 2020 | 1 Jul 2024 |
| Mr Ian George Charles Piper | significant-influence-or-control | 6 Apr 2016 | 1 Jul 2024 |
| Mr Andrew Roy Band | significant-influence-or-control | 6 Apr 2016 | 1 Jul 2024 |
| Miss Trina Jane Nunn | significant-influence-or-control | 6 Apr 2016 | 1 Jul 2024 |
| Mr James David Cater | significant-influence-or-control | 6 Apr 2016 | 1 Jul 2024 |
| Mr Andrew Paul Winearls | significant-influence-or-control | 6 Apr 2016 | 1 Jul 2024 |
| Mr Christopher David Ridgeon | significant-influence-or-control | 6 Apr 2016 | 1 Jul 2024 |
| Mrs Barbara Nicholas | significant-influence-or-control | 6 Apr 2016 | 31 Mar 2023 |
| Mr Mark Norman Haydon | significant-influence-or-control | 6 Apr 2016 | 31 Mar 2022 |
| Mr Christopher Patrick Kelly | significant-influence-or-control | 6 Apr 2016 | 31 Mar 2021 |
| Mr Philip Michael Peters | significant-influence-or-control | 6 Apr 2016 | 31 Mar 2021 |
| Mr Paul Nigel Tatum | significant-influence-or-control | 6 Apr 2016 | 30 Sep 2020 |
| Mr Richard Carl Meadows | significant-influence-or-control | 6 Apr 2016 | 31 Mar 2019 |
| Mr Jeremy James Harrison | significant-influence-or-control | 6 Apr 2016 | 31 Mar 2019 |
| Mr Christopher Philip Morton | significant-influence-or-control | 6 Apr 2016 | 31 Dec 2016 |



## Accounts

| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 31 Mar 2025 | £249,544 | £318,099 | 0 |
| 31 Mar 2024 | £254,879 | £231,595 | 12 |
| 31 Mar 2023 | £291,981 | £278,780 | 13 |
| 31 Mar 2022 | £269,674 | £267,325 | 12 |
| 31 Mar 2021 | £229,774 | £306,354 | 12 |
| 31 Mar 2020 | £221,449 | £333,714 | 12 |
| 31 Mar 2019 | £135,535 | £189,301 | - |
| 31 Mar 2018 | £159,503 | £209,896 | 11 |
| 31 Mar 2017 | £146,847 | - | - |
| 31 Mar 2016 | - | £68,357 | - |
| 31 Mar 2015 | - | £155,001 | - |



## Owned by

Whitings Wealth Management Limited → [Whitings Capital Limited](/company/11063781)




## Directors' other companies

- [BAND, Andrew Roy](/person/5512749) - director at [March And County Club Limited](/company/00245550)
- [BAND, Andrew Roy](/person/5512749) - llp-designated-member at [Decisive IT LLP](/company/OC413819)
- [RIDGEON, Christopher David](/person/5649546) - director at [Eastern Education Group Trust](/company/09702333)



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