COOLE BEVIS WEALTH MANAGEMENT LIMITED

Company number 07071899 · Monitor this company

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Shareholders' funds

£7,658

Balance sheet as at 2025-03-31

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Overview

Company type: Private Limited Company
Incorporated: 2009-11-10
Employees: 0 (2025 accounts)
Registered office: Crescent House,, Crescent Road, Worthing, West Sussex, England, BN11 1RN
Postcode: BN11 1RN
Capital: 100 GBP
Accounts category: Total Exemption Full

Accounts

Last made up to: 2025-03-31
Next due by: 2026-09-30
Financial year end: 31 December

Confirmation statement

Last statement dated: 2025-11-10
Next due by: 2026-11-24

View filing history →

Nature of business (SIC)

64999 Financial intermediation not elsewhere classified

Officers 2 current · 5 resigned

Paul Michael OLLERTON Director

Appointed 2025-08-08

MR Roy Matthew THOMPSON Director

Appointed 2018-01-02

View all officers and resignations →

Group structure

Controlled by COOLE BEVIS LLP — since 2016-04-06

Controlled by CB FINANCIAL ADVISERS LLP — since 2016-04-06

From persons-with-significant-control filings on the public register.

Data protection registration

Registered with the ICO as a data protection fee payer — Z3151672 (Tier 1), registered since 2012.

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

Previous company names

Name	Date changed
WOOLLEY BEVIS DIPLOCK WEALTH MANAGEMENT LIMITED	2016-04-08

Previous registered addresses 1

Address	Changed on
15 GRAFTON ROAD, WORTHING, WEST SUSSEX, BN11 1QR, UNITED KINGDOM	2011-02-17

Competitors Brighton

1. BLUESEVEN111 LIMITED

£8,083,025
2. BORRIE-BONELL INVESTMENT COMPANY,LIMITED

£6,561,038
3. JETNINE 23 LIMITED

£5,952,513
4. HAIDER HOUSE LIMITED

£5,093,478
5. INVESTMENT SOLUTIONS WEALTH MANAGEMENT LIMITED

£3,312,911

This company ranks 161 among financial intermediation not elsewhere classified in Brighton.

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The class of 2009

31%

of the 2,193 companies in this sector incorporated in 2009 are still active today; 66% 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.