Whitaker Midgley Wealth Management Limited

Reference number: 459238

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Appointed representative

This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.

Responsible principal firm

St. James's Place Wealth Management Plc Reference number: 195351 Authorised View firm →
What does this mean?
  • An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
  • Whitaker Midgley Wealth Management Limited (FRN 459238) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Whitaker Midgley Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Whitaker Midgley Wealth Management, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
  • Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks

  • When sjpp.co.uk first appeared online, and whether it can receive email
  • What kind of line 01924 903010 is
  • Who else gives the postcode WF1 5FY
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Other names (2)

If you were contacted under any of these names, it is this firm.

  • Whitaker Midgley Financial Services Former name
  • Whitaker Midgley Wealth Management Ltd Former name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
07359035
Company status
Active
Company type
Private limited company
Incorporated
27 August 2010 (16 years old)
Registered office
Suite 3, Aireside House Aireside Business Centre, Royd Ings Avenue, Keighley, West Yorkshire, BD21 4BZ, England
Nature of business
  • Financial management (SIC 70221)

Directors and company secretaries

Name Role Born Appointed Other companies
Jonathan David Midgley Director Aug 1970 27 Aug 2010 None
Paul Jeremy Whitaker Director Jun 1975 27 Aug 2010 1 other company
Sarah Cree Director Dec 1972 10 Nov 2021 None
Rebecca Louise Midgley Director Feb 1972 10 Nov 2021 None

Other companies run by these 4 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other company
1
still active
1

In the full report: all 1 company, named

  • What each company does, and whether it is still trading
  • Which of these 4 directors sit on each board, and since when
  • Any that went into liquidation or administration
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Filed accounts and finances

Year to 31 August 2025Small company accountsNot audited

Net assets

£2,470

−5.3% from £2,608

Cash at bank

£67.6k

+1.4% from £66.7k

Employees (average)

6

Same as 6

Owed within a year

£172k

+49% from £115k

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2019 to 2025
  • The chart, over every year
  • Every filed figure, year by year
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About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 07359035. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Whitaker Midgley Wealth Management’s history from the FCA register and Companies House, newest first.

Key events (6) All events (10)

2025

12 December 2025

  • Changed its registered name from "Whitaker Midgley Wealth Management Ltd"

FCA register

2016

6 April 2016

  • Jonathan David Midgley became a part-owner (25–50% of shares)
  • Paul Jeremy Whitaker became a part-owner (25–50% of shares)

Companies House

2010

12 October 2010

  • Changed its registered name from "Whitaker Midgley Financial Services"

FCA register

27 August 2010

  • Incorporated at Companies House

Companies House

2006

30 October 2006

  • Became an appointed representative

FCA register

In the full report: all 10 events

  • All 10 events in its history (6 shown here)
  • Every director appointment and resignation: 4
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Firms connected to Whitaker Midgley Wealth Management

Other FCA-listed firms that share a director, phone number or address with Whitaker Midgley Wealth Management. A link shows who the firm is tied to, not whether either can be trusted.

connected firm
1
share its postcode
1

In the full report: the connected firm, named

  • How it is linked: the same postcode (1)
  • Who links it to this firm: the named directors, with dates
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Firms like Whitaker Midgley Wealth Management

Other firms of the same type (financial adviser), nearest first.

In Wakefield

Andrassy Parkin Financial Planning LtdWakefieldAppointed representativeBbt Consulting LLPWakefieldAppointed representativeCunnington Wealth LtdWakefieldAppointed representativeDavid RollinWakefieldAppointed representativeDream Home Mortgages LimitedWakefieldAppointed representativeGEM Wealth Management LimitedWakefieldAppointed representative

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Whitaker Midgley Wealth Management

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 1 other company its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 10 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Whitaker Midgley Wealth Management Limited FCA authorised?
Whitaker Midgley Wealth Management Limited (FRN 459238) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for Whitaker Midgley Wealth Management?
An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct. Whitaker Midgley Wealth Management Limited (FRN 459238) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Whitaker Midgley Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Whitaker Midgley Wealth Management, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances. Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
What is Whitaker Midgley Wealth Management’s phone number and website?
The FCA register lists the phone number 01924 903010 and the website sjpp.co.uk/whitakermidgley for Whitaker Midgley Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Whitaker Midgley Wealth Management a scam or clone?
Whitaker Midgley Wealth Management is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Whitaker Midgley Wealth Management?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Whitaker Midgley Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Whitaker Midgley Wealth Management?
Companies House lists 2 people with significant control of Whitaker Midgley Wealth Management: Mr Jonathan David Midgley (25–50% of shares) and Mr Paul Jeremy Whitaker (25–50% of shares).
Who runs Whitaker Midgley Wealth Management?
Companies House lists 4 directors of Whitaker Midgley Wealth Management: Jonathan David Midgley, Paul Jeremy Whitaker, Sarah Cree and Rebecca Louise Midgley.
How long has Whitaker Midgley Wealth Management been in business?
The company was formed on 27 August 2010.
What do Whitaker Midgley Wealth Management’s latest accounts show?
Its latest accounts, to 31 August 2025, show net assets of £2,470 (−5.3% from £2,608) and cash at bank of £67.6k (+1.4% from £66.7k).
Does Whitaker Midgley Wealth Management use any other names?
It has previously used 2 other names: Whitaker Midgley Financial Services and Whitaker Midgley Wealth Management Ltd.

Sources and links

The full report on Whitaker Midgley Wealth Management Limited

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