Whitehall Group SIPP Limited

Reference number: 978183

Instant download

Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

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 whitehallgroup.co.uk first appeared online, and whether it can receive email
  • What kind of line 0330 223 2300 is
  • Who else gives the postcode BL0 9HX
Instant PDF download
Other names (2)

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

  • Whitehall Trading name
  • Whitehall Group Former trading name

FCA permissions and consumer protection

  • Hold or safeguard your money · Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (5 permissions)
  • Arranging (bringing about) deals in investments
  • Dealing in investments as agent
  • Dealing in investments as principal
  • Establishing/operating/winding up a personal pension scheme
  • Making arrangements with a view to transactions in investments

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
13577749
Company status
Active
Company type
Private limited company
Incorporated
20 August 2021 (5 years old)
Registered office
8-10 Bolton Street, Ramsbottom, Bury, BL0 9HX, England
Nature of business
  • Pension funding (SIC 65300)

Directors and company secretaries

Name Role Born Appointed Other companies
Jane Elizabeth Davies Director Jul 1979 20 Aug 2021 9 other companies
Richard Thomas Mattison Director Jan 1967 20 Aug 2021 5 other companies

Other companies run by these 2 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
still active
8
went insolvent
1

In the full report: all 9 companies, named

  • What each company does, and whether it is still trading
  • Which of these 2 directors sit on each board, and since when
  • The one that went into liquidation or administration
  • The 5 companies these 2 directors run together
Instant PDF download

Filed accounts and finances

Year to 31 August 2025Micro-entity accountsNot audited

Total equity

£98.5k

No earlier figure to compare

Employees (average)

2

Up 2 from 0

Owed within a year

£35.2k

+13% from £31.3k

Assets and liabilities

In the full report: all 4 years of accounts

  • Every year from 2022 to 2025
  • The chart, over every year
  • Every filed figure, year by year
Instant PDF download
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 13577749. 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 Group SIPP’s history from the FCA register and Companies House, newest first.

Key events (5) All events (11)

2023

11 September 2023

  • Regulated by the FCA from this date
  • Became authorised by the FCA

FCA register

2021

20 August 2021

  • Incorporated at Companies House
  • Jane Elizabeth Davies became a part-owner (25–50% of shares)
  • Richard Thomas Mattison became a part-owner (25–50% of shares)

Companies House

In the full report: all 11 events

  • All 11 events in its history (5 shown here)
  • Every director appointment and resignation: 2
Instant PDF download

Firms connected to Whitehall Group SIPP

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

connected firms
3
share its postcode
3

In the full report: all 3 connected firms, named

  • How each is linked: the same postcode (3)
  • Who links each one: the named directors, with dates
Instant PDF download

Get the full report on Whitehall Group SIPP

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
  • 3 background checks on its contact details
  • 4 years of accounts, charted
  • All 11 events in its history
  • 3 connected firms, named, and who links them

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is Whitehall Group SIPP Limited FCA authorised?
Yes, Whitehall Group SIPP Limited (FRN 978183) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since September 2023. The FCA has placed no limits on its permissions.
What is Whitehall Group SIPP’s phone number and website?
The FCA register lists the phone number 0330 223 2300 and the website whitehallgroup.co.uk for Whitehall Group SIPP. If you were given different contact details, use these to check with the firm before going any further.
Is Whitehall Group SIPP a scam or clone?
Whitehall Group SIPP 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 Group SIPP?
It may control client money but not hold it. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Whitehall Group SIPP to the Financial Ombudsman Service, free of charge.
Who owns Whitehall Group SIPP?
Companies House lists 2 people with significant control of Whitehall Group SIPP: Mrs Jane Elizabeth Davies (25–50% of shares) and Mr Richard Thomas Mattison (25–50% of shares).
Who runs Whitehall Group SIPP?
Companies House lists 2 directors of Whitehall Group SIPP: Jane Elizabeth Davies and Richard Thomas Mattison.
How long has Whitehall Group SIPP been in business?
The company was formed on 20 August 2021, and has held its current FCA authorisation since September 2023.
What do Whitehall Group SIPP’s latest accounts show?
Its latest accounts, to 31 August 2025, show total equity of £98.5k (no earlier figure to compare).
Does Whitehall Group SIPP use any other names?
It trades as Whitehall. It has previously used the name Whitehall Group.

Sources and links

The full report on Whitehall Group SIPP Limited

£19.99 · Instant PDF download

Loading secure checkout…