WHATELEY WEALTH MANAGEMENT - History of Changes


DateDescription
2024-03-14 delete email li..@whateleywm.co.uk
2024-03-14 delete person Chris Kaba
2024-03-14 delete person Lisa Gilsenan
2024-03-14 insert about_pages_linkeddomain bbc.com
2024-03-14 insert email ke..@whateleywm.co.uk
2024-03-14 insert email mi..@whateleywm.co.uk
2024-03-14 insert management_pages_linkeddomain bbc.com
2024-03-14 insert person Kelly Shephard
2024-03-14 insert person Michelle Johnson
2024-03-14 insert phone 07800 766 824
2024-03-14 update person_description Jack Whateley => Jack Whateley
2024-03-14 update person_description Michael Jones => Michael Jones
2024-03-14 update person_title Michael Jones: Office Manager => Mortgage & Protection Adviser
2023-09-23 delete person Adil Iqbal
2023-09-23 delete person Sir Michael Parkinson
2023-09-23 insert person Chris Kaba
2023-08-21 delete person Helen Ray
2023-08-21 insert person Adil Iqbal
2023-08-21 insert person Sir Michael Parkinson
2023-07-18 delete email he..@whateleywm.co.uk
2023-07-18 delete email je..@whateleywm.co.uk
2023-07-18 delete person Hena Parekh
2023-07-18 delete person Jennifer Holloway
2023-07-18 delete person Stella Creasy
2023-07-18 insert person Helen Ray
2023-06-07 update statutory_documents 30/03/23 STATEMENT OF CAPITAL GBP 103
2023-05-03 delete person Michael Vaughan
2023-05-03 insert person Stella Creasy
2023-04-21 update statutory_documents CONFIRMATION STATEMENT MADE ON 20/04/23, WITH UPDATES
2023-04-07 update accounts_last_madeup_date 2021-07-31 => 2022-07-31
2023-04-07 update accounts_next_due_date 2023-04-30 => 2024-04-30
2023-04-05 update statutory_documents 30/03/23 STATEMENT OF CAPITAL GBP 101
2023-04-01 insert person Michael Vaughan
2023-03-01 insert personal_emails ja..@whateleywm.co.uk
2023-03-01 delete person Isla Bryson
2023-03-01 delete person Nadhim Zahawi
2023-03-01 insert email ja..@whateleywm.co.uk
2023-03-01 insert email je..@whateleywm.co.uk
2023-03-01 insert person Jack Smith
2023-03-01 insert person Jennifer Holloway
2023-03-01 update person_description Hena Parekh => Hena Parekh
2023-03-01 update person_title Ellie-Jade Whalley: null => IFA Administrator
2023-03-01 update person_title Hena Parekh: IFA Administrator => Independent Financial Adviser
2023-01-28 insert about_pages_linkeddomain bbc.co.uk
2023-01-28 insert email gu..@whateleywm.co.uk
2023-01-28 insert management_pages_linkeddomain bbc.co.uk
2023-01-28 insert person Gurveer Atwal
2023-01-28 insert person Isla Bryson
2023-01-28 insert person Nadhim Zahawi
2023-01-28 insert phone 0779 159 1721
2022-12-27 delete about_pages_linkeddomain bbc.co.uk
2022-12-27 delete management_pages_linkeddomain bbc.co.uk
2022-10-25 delete person King Charles
2022-10-03 update statutory_documents 31/07/22 UNAUDITED ABRIDGED
2022-09-23 delete email ta..@whateleywm.co.uk
2022-09-23 delete person Tara Adams
2022-09-23 insert person King Charles
2022-09-23 update person_description Michael Jones => Michael Jones
2022-07-14 update statutory_documents CONFIRMATION STATEMENT MADE ON 11/07/22, WITH UPDATES
2022-07-12 update statutory_documents DIRECTOR'S CHANGE OF PARTICULARS / MISS NICOLA SARAH WHATELEY / 13/08/2021
2022-07-12 update statutory_documents SECRETARY'S CHANGE OF PARTICULARS / MISS NICOLA SARAH WHATELEY / 13/08/2021
2022-06-20 delete email ch..@whateleywm.co.uk
2022-06-20 delete email ma..@whateleywm.co.uk
2022-06-20 delete person Cherelle Lee
2022-06-20 delete person Maria Cockayne
2022-06-20 delete phone 07500 534126
2022-06-20 insert email mi..@whateleywm.co.uk
2022-06-20 insert person Michael Jones
2022-06-20 update person_description Jack Whateley => Jack Whateley
2022-06-20 update person_title Hena Parekh: Mortgage & Protection Administrator => IFA Administrator
2022-06-20 update person_title Jack Whateley: Administrator => Mortgage & Protection Administrator
2022-04-18 delete email to..@whateleywm.co.uk
2022-04-18 delete email tr..@whateleywm.co.uk
2022-04-18 delete person Tony Thursfield
2022-04-18 delete person Tracy Callaghan
2022-04-18 delete phone 07734 081436
2022-04-18 insert email ch..@whateleywm.co.uk
2022-04-18 insert email el..@whateleywm.co.uk
2022-04-18 insert email ta..@whateleywm.co.uk
2022-04-18 insert person Cherelle Lee
2022-04-18 insert person Ellie-Jade Whalley
2022-04-18 insert person Tara Adams
2022-04-18 update person_description Hena Parekh => Hena Parekh
2022-04-18 update person_title Hena Parekh: Mortgage & Protection Adviser => Mortgage & Protection Administrator
2022-04-18 update person_title Jack Whateley: null => Administrator
2022-04-07 update statutory_documents PSC'S CHANGE OF PARTICULARS / MISS NICOLA SARAH WHATELEY / 07/04/2022
2021-12-07 update account_category TOTAL EXEMPTION FULL => UNAUDITED ABRIDGED
2021-12-07 update accounts_last_madeup_date 2020-07-31 => 2021-07-31
2021-12-07 update accounts_next_due_date 2022-04-30 => 2023-04-30
2021-11-22 update statutory_documents 31/07/21 UNAUDITED ABRIDGED
2021-10-01 insert email tr..@whateleywm.co.uk
2021-10-01 insert person Tracy Callaghan
2021-08-31 delete email ka..@whateleywm.co.uk
2021-08-31 delete email la..@whateleywm.co.uk
2021-08-31 delete person Katie Cox
2021-08-31 delete person Laura Tricklebank
2021-08-31 delete phone 07776 006076
2021-08-31 insert email he..@whateleywm.co.uk
2021-08-31 insert email ja..@whateleywm.co.uk
2021-08-31 insert email li..@whateleywm.co.uk
2021-08-31 insert person Hena Parekh
2021-08-31 insert person Jack Whateley
2021-08-31 insert person Lisa Gilsenan
2021-08-31 insert phone 07500 534126
2021-08-31 insert phone 07572 110660
2021-08-31 insert phone 0800 0234 567
2021-08-26 update statutory_documents 30/07/21 STATEMENT OF CAPITAL GBP 100
2021-08-14 update statutory_documents ARTICLES OF ASSOCIATION
2021-08-14 update statutory_documents ADOPT ARTICLES 30/07/2021
2021-07-28 update statutory_documents CONFIRMATION STATEMENT MADE ON 11/07/21, NO UPDATES
2021-04-09 delete email mi..@whateleywm.co.uk
2021-04-09 delete person Michelle Johnson
2021-04-07 update accounts_last_madeup_date 2019-07-31 => 2020-07-31
2021-04-07 update accounts_next_due_date 2021-04-30 => 2022-04-30
2021-03-31 update statutory_documents 31/07/20 TOTAL EXEMPTION FULL
2021-01-15 delete office_emails ge..@whateleywm.co.uk
2021-01-15 delete email ge..@whateleywm.co.uk
2021-01-15 delete person Georgia Savage
2021-01-15 delete person Steve Chalke
2021-01-15 update person_title Daisy Whateley: Mortgage & Protection Adviser => IFA and Mortgage & Protection Adviser
2020-09-26 delete email he..@whateleywm.co.uk
2020-09-26 delete email ja..@whateleywm.co.uk
2020-09-26 delete email va..@whateleywm.co.uk
2020-09-26 delete person Hena Parekh
2020-09-26 delete person Jack Whateley
2020-09-26 delete person Matt Hancock
2020-09-26 delete person Vanessa Ewers
2020-09-26 delete phone 07572 110660
2020-09-26 insert person Steve Chalke
2020-09-26 update person_description Nicola Whateley => Nicola Whateley
2020-09-26 update person_title Nicola Whateley: Director, Independent Financial Adviser => Director, Chartered Financial Planner
2020-09-14 update statutory_documents CONFIRMATION STATEMENT MADE ON 11/07/20, NO UPDATES
2020-07-17 insert person Matt Hancock
2020-06-17 delete person Rich List
2020-05-17 delete person Dominic Raab
2020-05-17 insert email ka..@whateleywm.co.uk
2020-05-17 insert person Katie Cox
2020-05-17 insert person Rich List
2020-04-17 insert person Dominic Raab
2020-03-18 delete email ma..@whateleywm.co.uk
2020-03-18 delete person Matthew McVerry
2020-02-16 delete phone 0121 285 8258
2020-02-16 delete registration_number 49125961
2020-02-16 insert email he..@whateleywm.co.uk
2020-02-16 insert email te..@whateleywm.co.uk
2020-02-16 insert person Hena Parekh
2020-02-16 insert person Terri Snead
2020-02-16 insert phone 07572 110660
2020-02-16 insert registration_number 09125961
2020-02-16 update person_description Georgia Savage => Georgia Savage
2020-02-07 update account_category null => TOTAL EXEMPTION FULL
2020-02-07 update accounts_last_madeup_date 2018-07-31 => 2019-07-31
2020-02-07 update accounts_next_due_date 2020-04-30 => 2021-04-30
2020-01-16 update statutory_documents 31/07/19 TOTAL EXEMPTION FULL
2019-12-16 delete email le..@whateleywm.co.uk
2019-12-16 delete person Jean Fergusson
2019-12-16 delete person Lee Harrison
2019-12-16 delete person Prince Andrew
2019-11-15 delete email ki..@whateleywm.co.uk
2019-11-15 delete person Kirsten Wardlaw
2019-11-15 insert email va..@whateleywm.co.uk
2019-11-15 insert person Jean Fergusson
2019-11-15 insert person Prince Andrew
2019-11-15 insert person Vanessa Ewers
2019-10-16 delete source_ip 185.119.173.193
2019-10-16 insert source_ip 51.148.48.50
2019-10-16 update website_status FlippedRobots => OK
2019-09-27 update website_status OK => FlippedRobots
2019-07-20 delete person Laura Tricklebank
2019-07-20 insert email ja..@whateleywm.co.uk
2019-07-20 insert person James Reid
2019-07-20 insert person Laura Trickebank
2019-07-20 update person_title Maria Cockayne: Office Manager; Member of the Administration Team => Trainee Mortgage and Protection Adviser
2019-07-18 update statutory_documents CONFIRMATION STATEMENT MADE ON 11/07/19, NO UPDATES
2019-04-27 delete address Ground Floor Offices, 39 Rowheath Road, Cotteridge, Birmingham, B30 2EP
2019-04-27 delete email to..@whateleywm.co.uk
2019-04-27 delete person Tony Thursfield
2019-04-27 insert address 3 Parsonage Drive, Cofton Hackett, Birmingham B45 8AS
2019-04-27 insert address 3 Parsonage Drive, Cofton Hackett, Birmingham, B45 8AR
2019-04-27 update person_title Elaine Mead: Financial Services Administrator & Assistant to Tony Thursfield => Financial Services Administrator
2019-04-27 update primary_contact Ground Floor Offices, 39 Rowheath Road, Cotteridge, Birmingham, B30 2EP => 3 Parsonage Drive, Cofton Hackett, Birmingham B45 8AS
2018-10-07 update accounts_last_madeup_date 2017-07-31 => 2018-07-31
2018-10-07 update accounts_next_due_date 2019-04-30 => 2020-04-30
2018-08-30 update statutory_documents MICRO COMPANY ACCOUNTS MADE UP TO 31/07/18
2018-08-10 delete address GROUND FLOOR OFFICES 39 ROWHEATH ROAD COTTERIDGE BIRMINGHAM B30 2EP
2018-08-10 insert address 3 PARSONAGE DRIVE COFTON HACKETT BIRMINGHAM ENGLAND B45 8AS
2018-08-10 update num_mort_charges 1 => 2
2018-08-10 update num_mort_outstanding 1 => 2
2018-08-10 update registered_address
2018-07-23 update statutory_documents REGISTRATION OF A CHARGE / CHARGE CODE 091259610002
2018-07-12 update statutory_documents REGISTERED OFFICE CHANGED ON 12/07/2018 FROM GROUND FLOOR OFFICES 39 ROWHEATH ROAD COTTERIDGE BIRMINGHAM B30 2EP
2018-07-12 update statutory_documents CONFIRMATION STATEMENT MADE ON 11/07/18, NO UPDATES
2018-06-08 update num_mort_charges 0 => 1
2018-06-08 update num_mort_outstanding 0 => 1
2018-04-30 update statutory_documents REGISTRATION OF A CHARGE / CHARGE CODE 091259610001
2018-03-29 insert email el..@whateleywm.co.uk
2018-03-29 insert email la..@whateleywm.co.uk
2018-03-29 insert email ma..@whateleywm.co.uk
2018-03-29 insert person Elaine Mead
2018-03-29 insert person Laura Tricklebank
2018-03-29 insert person Maria Cockayne
2018-03-29 update person_description Georgia Savage => Georgia Savage
2018-03-29 update person_description Jane Mitchell => Jane Mitchell
2018-03-29 update person_title Jane Mitchell: Financial Services Administrator & Marketing Co - Ordinator => Financial Services Administrator, Assistant to Nicola Whateley & Marketing Co - Ordinator
2018-03-29 update person_title Lee Harrison: Financial Services Administrator => Financial Services Administrator & Assistant to John Harrison
2018-03-29 update person_title Matt McVerry: Financial Services Administrator => Financial Services Administrator & Assistant to Nasreen Akhter
2017-11-28 insert finance_emails ac..@whateleywm.co.uk
2017-11-28 delete email el..@whateleywm.co.uk
2017-11-28 delete email je..@whateleywm.co.uk
2017-11-28 delete person Ellesse Moran-Nabi
2017-11-28 delete person Jennifer Brotherton
2017-11-28 insert email ac..@whateleywm.co.uk
2017-11-28 insert person Emma Daly
2017-09-08 update account_category TOTAL EXEMPTION SMALL => null
2017-09-08 update accounts_last_madeup_date 2016-07-31 => 2017-07-31
2017-09-08 update accounts_next_due_date 2018-04-30 => 2019-04-30
2017-08-24 update statutory_documents MICRO COMPANY ACCOUNTS MADE UP TO 31/07/17
2017-08-10 insert office_emails ge..@whateleywm.co.uk
2017-08-10 delete index_pages_linkeddomain mikle.com
2017-08-10 insert email el..@whateleywm.co.uk
2017-08-10 insert email ge..@whateleywm.co.uk
2017-08-10 insert person Ellesse Moran-Nabi
2017-08-10 insert person Georgia Savage
2017-07-13 update statutory_documents DIRECTOR'S CHANGE OF PARTICULARS / MISS NICOLA SARAH WHATELEY / 10/07/2017
2017-07-13 update statutory_documents SECRETARY'S CHANGE OF PARTICULARS / NICOLA WHATELEY / 10/07/2017
2017-07-13 update statutory_documents CONFIRMATION STATEMENT MADE ON 11/07/17, NO UPDATES
2017-07-10 update person_description Tony Thursfield => Tony Thursfield
2017-07-10 update person_title Tony Thursfield: Mortgage and Protection Adviser => Independent Financial Adviser
2017-05-01 update person_title Daisy Whateley: Trainee Mortgage and Protection Adviser => Mortgage and Protection Adviser
2017-02-03 insert email jo..@whateleywm.co.uk
2017-02-03 insert email le..@whateleywm.co.uk
2017-02-03 insert person John Harrison
2017-02-03 insert person Lee Harrison
2017-02-03 update person_description Jane Mitchell => Jane Mitchell
2017-02-03 update person_description Matt McVerry => Matt McVerry
2017-02-03 update person_title Daisy Whateley: Mortgage and Protection Administrator => Trainee Mortgage and Protection Adviser
2017-02-03 update person_title Nicola Whateley: Independent Financial Adviser => Director / Independent Financial Adviser
2016-12-06 insert email ba..@whateleywm.co.uk
2016-12-06 insert email da..@whateleywm.co.uk
2016-12-06 insert email ja..@whateleywm.co.uk
2016-12-06 insert email je..@whateleywm.co.uk
2016-12-06 insert email ma..@whateleywm.co.uk
2016-12-06 insert email na..@whateleywm.co.uk
2016-12-06 insert email to..@whateleywm.co.uk
2016-12-06 update person_description Jane Mitchell => Jane Mitchell
2016-12-06 update person_description Jennifer Brotherton => Jennifer Brotherton
2016-12-06 update person_description Matt McVerry => Matt McVerry
2016-12-06 update person_description Nasreen Akhter => Nasreen Akhter
2016-12-06 update person_description Tony Thursfield => Tony Thursfield
2016-10-25 delete address 67a The Green, Kings Norton, Birmingham B38 8RU
2016-10-25 insert person Babita Nahal
2016-10-25 insert person Daisy Whateley
2016-10-25 insert person Jane Mitchell
2016-10-25 insert person Matt McVerry
2016-10-25 insert person Nasreen Akhter
2016-10-25 insert person Tony Thursfield
2016-10-25 update person_description Jennifer Brotherton => Jennifer Brotherton
2016-09-08 update accounts_last_madeup_date 2015-07-31 => 2016-07-31
2016-09-08 update accounts_next_due_date 2017-04-30 => 2018-04-30
2016-08-19 update statutory_documents 31/07/16 TOTAL EXEMPTION SMALL
2016-08-07 delete address 67A THE GREEN KINGS NORTON BIRMINGHAM WEST MIDLANDS B38 8RU
2016-08-07 insert address GROUND FLOOR OFFICES 39 ROWHEATH ROAD COTTERIDGE BIRMINGHAM B30 2EP
2016-08-07 update registered_address
2016-07-18 update statutory_documents CONFIRMATION STATEMENT MADE ON 11/07/16, WITH UPDATES
2016-07-11 update statutory_documents REGISTERED OFFICE CHANGED ON 11/07/2016 FROM 67A THE GREEN KINGS NORTON BIRMINGHAM WEST MIDLANDS B38 8RU
2015-09-08 delete address 30 GRAYSWOOD ROAD BIRMINGHAM B31 4QR
2015-09-08 insert address 67A THE GREEN KINGS NORTON BIRMINGHAM WEST MIDLANDS B38 8RU
2015-09-08 update account_category NO ACCOUNTS FILED => TOTAL EXEMPTION SMALL
2015-09-08 update accounts_last_madeup_date null => 2015-07-31
2015-09-08 update accounts_next_due_date 2016-04-11 => 2017-04-30
2015-09-08 update registered_address
2015-08-25 update statutory_documents REGISTERED OFFICE CHANGED ON 25/08/2015 FROM 30 GRAYSWOOD ROAD BIRMINGHAM B31 4QR
2015-08-21 update statutory_documents 31/07/15 TOTAL EXEMPTION SMALL
2015-08-13 delete address 30 GRAYSWOOD ROAD BIRMINGHAM UNITED KINGDOM B31 4QR
2015-08-13 insert address 30 GRAYSWOOD ROAD BIRMINGHAM B31 4QR
2015-08-13 insert sic_code 64999 - Financial intermediation not elsewhere classified
2015-08-13 update registered_address
2015-08-13 update returns_last_madeup_date null => 2015-07-11
2015-08-13 update returns_next_due_date 2015-08-08 => 2016-08-08
2015-07-15 update statutory_documents SAIL ADDRESS CREATED
2015-07-15 update statutory_documents 11/07/15 FULL LIST
2014-07-11 update statutory_documents CERTIFICATE OF INCORPORATION GENERAL COMPANY DETAILS & STATEMENTS OF; OFFICERS, CAPITAL & SHAREHOLDINGS, GUARANTEE, COMPLIANCE MEMORANDUM OF ASSOCIATION ARTICLES OF ASSOCIATION