Verified AccountantsUK firms, verified against the public record

Wheatley Tax Ltd

Chartered Accountants in Weston-super-Mare BS22

Verified & RegulatedTrust Score83/100Strong

Companies House: 139722378 Calluna Close, Weston-super-Mare, BS22 9TSData updated 07 Jul 2026

In the local market

Wheatley Tax Ltd is one of 31 accountancy practices we verify in Weston-Super-Mare. It is one of only 7 ICAEW-regulated firms among them, rather than under the default HMRC scheme.

Verified Accountants assessment

Wheatley Tax Ltd is a UK limited company based in Weston-super-Mare, incorporated in 2022 and trading for 4 years.

Public records confirm it is anti-money-laundering supervised by ICAEW, a member firm of ICAEW, and up to date with its accounts (last filed 31 Jan 2025).

We have not yet confirmed a website for this firm. We add these once we can verify a firm's own website, and if this is your practice you can complete its listing.

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Verification record and Trust Score

83/100

Trust Score

Strong
Public record
AML supervised · ICAEW
Active company
Filing compliant
Trading 4 years
Professional qualification
  • ICAEW
  • ACCA
  • AAT
Contact
Website
Phone
Emailn/a

The Trust Score is the share of the applicable public signals we have verified, scored out of 100 - fully deterministic, never subjective. How it is scored, and every signal's points →

Companies HouseActiveno. 13972237 (opens in new tab)incorporated 2022Companies House · checked 07 Jul
Registered activity
  • SIC 69201 - Accounting and auditing
The business activity the firm registered with Companies House (its Standard Industrial Classification).Companies House · checked 07 Jul
Filing complianceAccounts and confirmation statement filed on timelast accounts 31 Jan 2025 (opens in new tab)Companies House · checked 07 Jul
Professional bodyMember firm of ICAEWInstitute of Chartered Accountants in England and Wales (ICAEW) is a UK professional accountancy body. Member firms must meet its qualification and conduct standards and can be disciplined by it.ICAEW · checked 20 Jul
Anti-money-launderingSupervised by ICAEWICAEW is one of the professional bodies approved to supervise accountants for anti-money-laundering. Every UK accountant must be supervised, by HMRC or an approved professional body, so this confirms the firm is monitored and operating legitimately.ICAEW · checked 20 Jul
Sources: Companies House (opens in new tab), ICAEW
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People at Wheatley Tax Ltd

Persons with significant control (1)

  • Mrs Sarah Louise WheatleyOwns 75-100% of shares, 75-100% of voting rights, Can appoint or remove directors

Source: Companies House register (opens in new tab).

Financials (as filed)

Companies House filing history (opens in new tab) | 2023 to 2025
Net assets
£373
as at 31 Jan 2025+£318 vs 2024
Current assets
£27k
as at 31 Jan 2025+£9.7k vs 2024
Average employees
1
as at 31 Jan 2025
Current assets (cash, debtors, other) and net assets by year, in £. Latest year first.
202520242023
CashDebtorsOtherNet assets
Full figures
As filed31 Jan 202531 Jan 202431 Jan 2023
Average employees111
Net assets£373£55-£637
Current assets£26,685£17,002£2,038
Fixed assets£127£378£756
Shareholders equity£373£55-£637

Figures as reported in this firm's accounts filed at Companies House. Net assets is total assets less what the company owes; a figure below zero means recorded liabilities exceed assets. Small companies may file abbreviated accounts that omit turnover and profit. Public record, reproduced as facts.

Timeline

  1. 2022Company incorporated
  2. 2025Latest accounts filed
  3. 2026Verified on this directory

Frequently asked questions

Is Wheatley Tax Ltd a regulated accountant?

Yes. Wheatley Tax Ltd is a member firm of ICAEW, and is supervised for anti-money-laundering by ICAEW. Every UK accountant must be supervised for anti-money-laundering, by HMRC or an approved professional body, so this confirms the firm is authorised to practise and monitored for compliance.

Is Wheatley Tax Ltd a chartered accountant?

Yes. Wheatley Tax Ltd is a member firm of ICAEW, so it can use the title Chartered Accountants. "Chartered" and "Chartered Certified" are legally protected UK terms that only members of these bodies may use.

How long has Wheatley Tax Ltd been established?

Wheatley Tax Ltd was incorporated at Companies House in 2022, so it has been on the register for about 4 years. A longer trading history is one sign of an established, accountable firm, though a newer firm is not necessarily less capable.

Does Wheatley Tax Ltd file its accounts on time?

Yes. According to Companies House, Wheatley Tax Ltd's most recent statutory accounts were filed by their due date. On-time filing is a basic sign that a company is being administered properly.

How do you verify Wheatley Tax Ltd?

We build this record only from public, authoritative sources - for this firm, Companies House and ICAEW, and stamp every claim with its source and the date we last checked it. We show only what we can verify and say so plainly when we cannot. How we verify →

How is the Trust Score calculated?

The Trust Score is fully deterministic: fixed points for public, verified signals - an active company, anti-money-laundering supervision, filing compliance, a confirmed website and trading history. Wheatley Tax Ltd scores 83/100. Nothing in the score is subjective, and every rule is listed on this page. How we verify →

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