Whitings Wealth Management Limited

Reference number: 435190

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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 whitingswm.co.uk first appeared online, and whether it can receive email
  • What kind of line 01945 581937 is
  • Who else gives the postcode PE13 1EH
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Other names (2)

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

  • Whiting & Partners Financial Services Ltd Former name
  • Whiting & Partners Wealth Management Limited Former name

FCA permissions and consumer protection

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • 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.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • 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)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Debt-counselling
  • 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
03146257
Company status
Active
Company type
Private limited company
Incorporated
15 January 1996 (30 years old)
Registered office
Greenwood House, Greenwood Court, Bury St Edmunds, Suffolk, IP32 7GY
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Directors and company secretaries

Name Role Born Appointed Other companies
David Daniel Salmon Director Jan 1970 26 Feb 1998 1 other company
Adrian James Mackenzie Director Apr 1969 12 Sep 2006 None
Christopher David Ridgeon Director Aug 1963 17 Dec 2009 10 other companies
Andrew Roy Band Director Sep 1971 27 Jun 2018 7 other companies
Paul Michael Jefferson Director Mar 1984 18 May 2022 4 other companies
Janet Samantha Frostick Secretary Not published 31 Mar 2011 –

Other companies run by these 5 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
16
closed down
3
is FCA-registered
1

In the full report: all 16 companies, named

  • What each company does, and whether it is still trading
  • Which of these 5 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The one on the FCA register
  • The 4 companies these 5 directors run together
  • All 11 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 March 2025Full accountsNot audited

Net assets

£250k

−2.1% from £255k

Cash at bank

£318k

+37% from £232k

Owed within a year

£410k

+22% from £338k

Assets and liabilities

In the full report: all 6 years of accounts

  • Every year from 2020 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.

Accounts filed at Companies House for company 03146257. 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

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

Key events (44) All events (64)

2024

1 July 2024

  • Amanda Newman no longer has significant control
  • Andrew Paul Winearls no longer has significant control
  • Andrew Roy Band no longer has significant control
  • Christopher David Ridgeon no longer has significant control
  • Ian George Charles Piper no longer has significant control
  • James David Cater no longer has significant control
  • Jonathan Paul Moore no longer has significant control
  • Keith James Day no longer has significant control
  • Paul Michael Jefferson no longer has significant control
  • Trina Jane Nunn no longer has significant control

Companies House

2023

31 March 2023

  • Barbara Nicholas no longer has significant control

Companies House

2022

31 March 2022

  • Mark Norman Haydon no longer has significant control

Companies House

2021

18 October 2021

  • Changed its registered name from "Whiting & Partners Wealth Management Limited"

FCA register

1 April 2021

  • Amanda Newman gained significant control
  • Keith James Day gained significant control

Companies House

31 March 2021

  • Christopher Patrick Kelly no longer has significant control
  • Philip Michael Peters no longer has significant control

Companies House

2020

1 October 2020

  • Jonathan Paul Moore gained significant control
  • Paul Michael Jefferson gained significant control

Companies House

30 September 2020

  • Paul Nigel Tatum no longer has significant control

Companies House

2019

31 March 2019

  • Jeremy James Harrison no longer has significant control
  • Richard Carl Meadows no longer has significant control

Companies House

2017

14 December 2017

  • Whitings Capital Limited became the majority owner (50–75% of shares)

Companies House

2016

31 December 2016

  • Christopher Philip Morton no longer has significant control

Companies House

6 April 2016

  • Andrew Paul Winearls gained significant control
  • Andrew Roy Band gained significant control
  • Barbara Nicholas gained significant control
  • Christopher David Ridgeon gained significant control
  • Christopher Patrick Kelly gained significant control
  • Christopher Philip Morton gained significant control
  • David Daniel Salmon became a part-owner (25–50% of shares)
  • Ian George Charles Piper gained significant control
  • James David Cater gained significant control
  • Jeremy James Harrison gained significant control
  • Mark Norman Haydon gained significant control
  • Paul Nigel Tatum gained significant control
  • Philip Michael Peters gained significant control
  • Richard Carl Meadows gained significant control
  • Trina Jane Nunn gained significant control

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2009

5 June 2009

  • Changed its registered name from "Whiting & Partners Financial Services Ltd"

FCA register

2005

3 October 2005

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

1996

15 January 1996

  • Incorporated at Companies House

Companies House

In the full report: all 64 events

  • All 64 events in its history (44 shown here)
  • Every director appointment and resignation: 17
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Firms connected to Whitings Wealth Management

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

connected firm
1
share a director
1

In the full report: the connected firm, named

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

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

In Wisbech

Access Media Advisory LtdWisbechAppointed representativeDownham Wealth Management LtdWisbechAppointed representative

In the Peterborough (PE) postcode area

Ashbury Financial LtdSt. NeotsAuthorisedAurea Financial Planning LimitedPeterboroughAuthorisedBest to Invest LimitedStamfordAuthorisedBMSG Wealth Management LimitedStamfordAuthorised

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 Whitings Wealth Management

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

  • 16 other companies its directors have run, named
  • 3 background checks on its contact details
  • 6 years of accounts, charted
  • All 64 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Whitings Wealth Management Limited FCA authorised?
Yes, Whitings Wealth Management Limited (FRN 435190) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since October 2005 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Whitings Wealth Management’s phone number and website?
The FCA register lists the phone number 01945 581937 and the website whitingswm.co.uk for Whitings Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Whitings Wealth Management a scam or clone?
Whitings 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 Whitings Wealth Management?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Whitings Wealth Management to the Financial Ombudsman Service, free of charge.
Who owns Whitings Wealth Management?
Whitings Wealth Management is owned by Whitings Capital Limited, which holds 50–75% of shares and 50–75% of votes, since 14 December 2017. Before that, it was controlled by Mrs Barbara Nicholas, Mr Mark Norman Haydon and Mr Christopher Patrick Kelly.
Who runs Whitings Wealth Management?
Companies House lists 5 directors of Whitings Wealth Management: David Daniel Salmon, Adrian James Mackenzie, Christopher David Ridgeon, Andrew Roy Band and Paul Michael Jefferson.
How long has Whitings Wealth Management been in business?
The company was formed on 15 January 1996, and has held its current FCA authorisation since October 2005.
What do Whitings Wealth Management’s latest accounts show?
Its latest accounts, to 31 March 2025, show net assets of £250k (−2.1% from £255k) and cash at bank of £318k (+37% from £232k).
Does Whitings Wealth Management use any other names?
It has previously used 2 other names: Whiting & Partners Financial Services Ltd and Whiting & Partners Wealth Management Limited.

Sources and links

The full report on Whitings Wealth Management Limited

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