WHITELEIGH FINANCIAL PLANNING LTD

Company number SC384173 · Monitor this company

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Shareholders' funds

£1,100,365

Balance sheet as at 2025-08-31

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Overview

Company type: Private Limited Company
Incorporated: 2010-08-24
Employees: 6 (2025 accounts · was 4 in 2024)
Registered office: 307 West George Street, Glasgow, G2 4LF
Postcode: G2 4LF
Capital: 203 GBP
Accounts category: Total Exemption Full

Accounts

Last made up to: 2025-08-31
Next due by: 2027-05-31
Financial year end: 31 August

Confirmation statement

Last statement dated: 2026-08-24
Next due by: 2027-09-07

View filing history →

Nature of business (SIC)

65110 Life insurance

Officers 3 current

MRS Sharon MCILROY Director

Appointed 2016-09-15

SHARON MCILROY Secretary

Appointed 2010-08-24

MR Robert MCILROY Director

Appointed 2010-08-24

View all officers and resignations →

Data protection registration

Registered with the ICO as a data protection fee payer — Z2362269 (Tier 1), registered since 2010.

Information Commissioner's Office register of fee payers, licensed under the Open Government Licence.

Contact details

Website: whiteleighfinancialplanning.co.uk

As Chartered Financial Planners and a Senior Partner Practice of the prestigious St. James’s Place Wealth Management, our focus is to help our clients achieve and maintain financial security.

Previous company names

Name	Date changed
MCILROY & CO WEALTH MANAGEMENT LIMITED	2018-03-09

Previous registered addresses 1

Address	Changed on
MINERVA HOUSE 131-133 MINERVA STREET, GLASGOW, RENFREWSHIRE, G3 8LE, SCOTLAND	2012-05-29

Among its peers

Top 10%

by shareholders' funds, of 20 similar companies in G

Trading since 2010.

Competitors Glasgow

1. MONEY ADVICE & PLANNING LTD

£1,130,239
3. CEDARWOOD WEALTH MANAGEMENT LTD

£671,057
4. CALEDONIAN FINANCIAL MANAGEMENT LIMITED

£577,703
5. PRE PLAN PROSPER LTD.

£570,353
6. ILM FINANCIAL LIMITED

£175,148

This company ranks 2 among life insurance in Glasgow.

Full league table →

The class of 2010

21%

of the 376,891 companies incorporated in 2010 are still active today; 77% have since been dissolved.

A fact about the year, not a forecast for this company.

Survival rates for every incorporation year →

This company's registered activities are in financial services. If it carries on regulated business, it should appear on the FCA's Financial Services Register — the official record of authorised firms.