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Company · Bury St Edmunds

Whitings Wealth Management Limited

Activities auxiliary to financial intermediation n.e.c.

Official record Companies House · updated 27th September 2026 · Sources

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Who leads it

Previous officers 8

  1. Jeremy James Harrison 2009-2018 Director View profile
  2. Stephen Richard Kent Taylor 2005-2009 Director View profile
  3. John Frederick Buck 1999-2000 Director View profile
  4. Mark Norman Haydon 1998-2022 Director View profile
  5. Noel Andrew Ernest Handley 1996-2009 Director View profile
  6. Malcolm Brian Hancock 1996-2005 Director View profile
  7. Michael Richard Caddock 2007-2011 Secretary View profile
  8. Richard John Tyler 1996-2007 Secretary View profile

Directors and secretaries as filed at Companies House.

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About

What it does
Activities auxiliary to financial intermediation n.e.c.
Incorporated
15/01/1996
Registered office
Bury St Edmunds
Previous names
Whiting & Partners Wealth Management Limited (until 15/10/2021)
Whiting & Partners Financial Services Limited (until 03/06/2009)

Ownership

Owned by (14) iOwned byIndividuals and companies registered as having significant control over this company, from the Companies House PSC (persons with significant control) register. People whose ownership could not be confirmed to one individual are not listed as confirmed owners.

  • David Daniel Salmon
    25-50% shares, 25-50% voting · notified 2016-04-06
  • Andrew Roy Band ceased 2024-07-01
    significant influence · notified 2016-04-06
  • James David Cater ceased 2024-07-01
    significant influence · notified 2016-04-06
  • Jeremy James Harrison ceased 2019-03-31
    significant influence · notified 2016-04-06 - confirmed: also a director of this company
  • Richard Carl Meadows ceased 2019-03-31
    significant influence · notified 2016-04-06
  • Christopher Philip Morton ceased 2016-12-31
    significant influence · notified 2016-04-06
  • Trina Jane Nunn ceased 2024-07-01
    significant influence · notified 2016-04-06
  • Ian George Charles Piper ceased 2024-07-01
    significant influence · notified 2016-04-06
  • Christopher David Ridgeon ceased 2024-07-01
    significant influence · notified 2016-04-06
  • Paul Nigel Tatum ceased 2020-09-30
    significant influence · notified 2016-04-06
  • Andrew Paul Winearls ceased 2024-07-01
    significant influence · notified 2016-04-06
  • Paul Michael Jefferson ceased 2024-07-01
    significant influence · notified 2020-10-01
  • Keith James Day ceased 2024-07-01
    significant influence · notified 2021-04-01
  • Whitings Capital Limited
    50-75% shares, 50-75% voting · notified 2017-12-14
  • Possible match - 3 people share this nameiPossible matchThis PSC filing could not be confirmed to one individual - 3 people share this name on the public record. Not shown as confirmed ownership.
  • Possible match - 2 people share this nameiPossible matchThis PSC filing could not be confirmed to one individual - 2 people share this name on the public record. Not shown as confirmed ownership.
  • Possible match - 2 people share this nameiPossible matchThis PSC filing could not be confirmed to one individual - 2 people share this name on the public record. Not shown as confirmed ownership.
  • Possible match - 6 people share this nameiPossible matchThis PSC filing could not be confirmed to one individual - 6 people share this name on the public record. Not shown as confirmed ownership.
  • Possible match - 5 people share this nameiPossible matchThis PSC filing could not be confirmed to one individual - 5 people share this name on the public record. Not shown as confirmed ownership.

Group

  1. Whitings Wealth Management Limited is controlled by David Daniel Salmon
    Evidence
    active 25-50% shares, 25-50% voting · notified 2016-04-06 · source: Companies House PSC register

Ultimately controlled by David Daniel Salmon.

1 other company in this group

Ownership paths are calculated from Companies House persons-with-significant-control filings. Each step shows the filed nature of control and dates; a step marked "ceased" is historical, not current.

Financials

Net assets
£249,544
Total assets
£396,185
Cash
£318,099
Employees
0.13
Turnover
Not reported (small or micro-entity accounts)

Figures from accounts filed at Companies House (iXBRL), period ending 2025-03-31. Where turnover is absent, small and micro-entity accounts are not required to report it, so it is not shown as zero.

Board analysis

Board DNA

How this board is put together, from the Companies House officer record and Charity Commission trustee records - deterministic, no AI.iBoard compositionCounted from the dated Companies House officer record: the current directors only, past directors excluded.

5 directors on the board

15.4y median 16.6y
average tenure
28.4y
longest tenure

Directors past 6 years

First-time vs portfolio directors

First-time (1)

Portfolio (4)

0
left in the last 12 months

Where else this board sits iWhere else this board sitsThe charitable fields these directors govern in elsewhere, by Charity Commission classification. Excludes this company and any charity it is the legal face of.

Professional services 7Dormant 1Education 1Hospitality 1

The sectors these directors govern in elsewhere. This company, and any charity it is the legal face of, are excluded - counting them would just tell you what you are already looking at.

Gaps to watch

  • Several long-serving directors could step down together
  • Narrow spread of sectors across the board

Where to look Suggested search: succession planning for long-tenured seats; directors from a wider range of sectors.

Sources

Official record from Companies House. Governance Register calculates the connections.

Record details
Company number
03146257
Status
Active
Type
Private Limited Company
Accounts next due
31/12/2026
Edition
Register edition compiled 27th September 2026
Labels
Official record from Companies House · Calculated derived by Governance Register.

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