Whitehall Accountants Limited

Reference number: 1004259

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Introducer appointed representative

This firm can only introduce you to its principal, and cannot give financial advice, recommend products, or arrange deals alone.

Responsible principal firm

Openwork Limited Reference number: 408285 Authorised View firm →
What does this mean?
  • An introducer appointed representative can only pass your details to its principal firm. It cannot recommend products, give financial advice, or arrange deals on its own.
  • Whitehall Accountants Limited (FRN 1004259) introduces customers to Openwork Limited (FRN 408285). Any regulated advice or arranging is done by the principal, not Whitehall Accountants.
  • Example: if Whitehall Accountants refers you to a financial adviser, the advice should come from the principal firm, not from Whitehall Accountants itself.
  • 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.

  • No website on the FCA register

  • Phone number

    0116 288 9999

  • Address

    Unit 9 The Coach House, Desford Hall, Leicester Lane, Desford, Leicester, Leicestershire, LE9 9JJ, United Kingdom

In the full report: 2 background checks

  • What kind of line 0116 288 9999 is
  • Who else gives the postcode LE9 9JJ
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FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Openwork Limited, 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
06617139
Company status
Active
Company type
Private limited company
Incorporated
11 June 2008 (18 years old)
Registered office
The Coach House, Desford Hall, Leicester, LE9 9JJ, England
Nature of business
  • Accounting and auditing activities (SIC 69201)

Directors and company secretaries

Name Role Born Appointed Other companies
Dominic Payne Director Feb 1983 11 Jun 2008 7 other companies
Lee Richard Cobby Director Oct 1981 13 Jun 2010 7 other companies
Matthew James Lavery Director Mar 1994 1 Jul 2024 1 other company

Other companies run by these 3 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 companies
9
closed down
6
run together
6

In the full report: all 9 companies, named

  • What each company does, and whether it is still trading
  • Which of these 3 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 6 companies these 3 directors run together
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Filed accounts and finances

Year to 30 June 2026Micro-entity accountsNot audited

Net assets

£4,768

−24% from £6,239

Employees (average)

8

Same as 8

Owed within a year

£162k

+1.7% from £159k

Assets and liabilities

In the full report: all 8 years of accounts

  • Every year from 2019 to 2026
  • 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 06617139. 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

Whitehall Accountants’s history from the FCA register and Companies House, newest first.

Key events (5) All events (8)

2024

1 July 2024

  • Matthew Lavery Limited became a part-owner (25–50% of shares)

Companies House

2023

20 October 2023

  • Became an introducer appointed representative

FCA register

2016

1 November 2016

  • Dom Payne Ltd became a part-owner (25–50% of shares)

Companies House

6 April 2016

  • Lee Cobby Limited became a part-owner (25–50% of shares)

Companies House

2008

11 June 2008

  • Incorporated at Companies House

Companies House

In the full report: all 8 events

  • All 8 events in its history (5 shown here)
  • Every director appointment and resignation: 3
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Firms connected to Whitehall Accountants

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

connected firms
4
no longer authorised
1
share its postcode
4

In the full report: all 4 connected firms, named

  • How each is linked: the same postcode (4)
  • Who links each one: the named directors, with dates
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Firms like Whitehall Accountants

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

In Leicester

Accomplished Financial Solutions LtdLeicesterAppointed representativeAMW Financial Planning LimitedLeicesterAppointed representativeAshton Financial Planning Ltd.LeicesterAppointed representativeAthena Wealth Management LtdLeicesterAppointed representativeBabra Financials LtdLeicesterAppointed representativeBarnsdale Financial Management LimitedLeicesterAppointed 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 Whitehall Accountants

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

  • 9 other companies its directors have run, named
  • 2 background checks on its contact details
  • 8 years of accounts, charted
  • All 8 events in its history
  • 4 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Whitehall Accountants Limited FCA authorised?
Whitehall Accountants Limited (FRN 1004259) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does introducer appointed representative mean for Whitehall Accountants?
An introducer appointed representative can only pass your details to its principal firm. It cannot recommend products, give financial advice, or arrange deals on its own. Whitehall Accountants Limited (FRN 1004259) introduces customers to Openwork Limited (FRN 408285). Any regulated advice or arranging is done by the principal, not Whitehall Accountants. Example: if Whitehall Accountants refers you to a financial adviser, the advice should come from the principal firm, not from Whitehall Accountants itself. 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 Whitehall Accountants’ phone number?
The FCA register lists the phone number 0116 288 9999 for Whitehall Accountants. If you were given different contact details, use these to check with the firm before going any further.
Is Whitehall Accountants a scam or clone?
Whitehall Accountants 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 Whitehall Accountants?
Protection works through Openwork Limited, the principal firm responsible for Whitehall Accountants's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Whitehall Accountants?
Companies House lists 3 people with significant control of Whitehall Accountants: Matthew Lavery Limited (25–50% of shares), Dom Payne Ltd (25–50% of shares) and Lee Cobby Limited (25–50% of shares).
Who runs Whitehall Accountants?
Companies House lists 3 directors of Whitehall Accountants: Dominic Payne, Lee Richard Cobby and Matthew James Lavery.
How long has Whitehall Accountants been in business?
The company was formed on 11 June 2008.
What do Whitehall Accountants’ latest accounts show?
Its latest accounts, to 30 June 2026, show net assets of £4,768 (−24% from £6,239).

Sources and links

The full report on Whitehall Accountants Limited

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