COOPER ASSOCIATES WEALTH MANAGEMENT LIMITED
Company number 06890675 · Monitor this company
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Shareholders' funds
£1,007,423
Balance sheet as at 2024-12-31
Overview
- Company type
- Private Limited Company
- Incorporated
- 2009-04-29
- Employees
- 17 (2024 accounts · was 13 in 2023)
- Registered office
- 40 St James Buildings, St James Street, Taunton, Somerset, TA1 1JR
- Postcode
- TA1 1JR
- Capital
- 100 GBP
- Accounts category
- Total Exemption Full
- Charges
- 0 outstanding
Accounts
- Last made up to
- 2024-12-31
- Next due by
- 2026-09-30
- Financial year end
- 31 December
Confirmation statement
- Last statement dated
- 2026-04-29
- Next due by
- 2027-05-13
Nature of business (SIC)
- 64999 Financial intermediation not elsewhere classified
Officers 4 current · 2 resigned
Group structure 5 subsidiaries
Controlled by COOPER ASSOCIATES GROUP LIMITED — since 2016-04-06
-
FOUR WEALTH MANAGEMENT LIMITED Dissolved
-
LKD PARAPLANNING LIMITED Dissolved
-
NEPTUNE FINANCIAL MANAGEMENT LIMITED Dissolved
-
PENGILLY COX FINANCIAL ASSOCIATES LTD Dissolved
From persons-with-significant-control filings on the public register.
Contact details
- Phone
- 01823273880
Our expert team of financial advisors will provide you with industry-leading financial advice. Get in touch today to find out about our bespoke wealth management services.
Previous company names
| Name | Date changed |
|---|---|
| COOPER ASSOCIATES IFA LIMITED | 2009-11-24 |
Previous registered addresses 2
| Address | Changed on |
|---|---|
| 10 HAMMET STREET, TAUNTON, SOMERSET, TA1 1RZ | 2012-07-16 |
| 9 THE CRESCENT, TAUNTON, SOMERSET, TA1 4EA | 2010-03-09 |
Among its peers
Top 10%
by shareholders' funds, of 96 similar companies in TA
Among the biggest employers among its local peers (17 staff).
Trading since 2009.
No.5 of the largest financial intermediation not elsewhere classified companies in Taunton →
Competitors Taunton
This company ranks 5 among financial intermediation not elsewhere classified in Taunton.
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.
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.