Coole Bevis Wealth Management Limited

Active07071899 Private limited company

What Coole Bevis Wealth Management say about themselves

“Everyone deserves great financial advice Call us to find out more on 01775 718850 Contact us An integrated approach to financial advice Contact us Who we are We provide a comprehensive wealth management solution to clients across the South Coast. Our knowledgeable advisers will take the time to…”

— from coolebeviswm.com
Incorporated
10 November 2009 (17 years)
Previously known as
Woolley Bevis Diplock Wealth Management Limited (until 8 April 2016)
This list may be incomplete. See all names on Companies House
Industry
Financial intermediation not elsewhere classified (64999)
Accounts type
Total exemption full
Region
South East
Address
Crescent House
Crescent Road
Worthing
BN11 1RN

Filing status

Accounts due
30 September 2027
Last accounts
31 December 2025
Conf. stmt due
24 November 2026
Last conf. stmt
10 November 2025

Officers 2 active

Officer details are public data from the Companies House register.

Director · Appointed 8 August 2025
British
Born April 1973 (53)
Director · Appointed 2 January 2018
British
Born November 1976
Officer history (5 former)
8 August 2025
Appointed Ollerton, Paul Michael as Director
8 August 2025
Resigned Blake, Kevin Neil as Director
2 January 2018
Appointed Thompson, Roy Matthew as Director
2 January 2018
Resigned Fox, Simon Alston as Director
31 March 2012
Resigned Bowers, Alexander Christopher as Director
31 March 2012
Resigned Holt, Andrew Stephen as Director
23 November 2010
Appointed Blake, Kevin Neil as Director
23 November 2010
Resigned Blake, Kevin Neil as Director
10 November 2009
Appointed Blake, Kevin Neil as Director
10 November 2009
Appointed Bowers, Alexander Christopher as Director
10 November 2009
Appointed Holt, Andrew Stephen as Director
10 November 2009
Appointed Fox, Simon Alston as Director

Ownership 2 active

People and entities with significant control, from the Companies House PSC register

Corporate entity · Notified 6 April 2016
Owns 25–50% of shares
Limited Liability Partnership
Reg. no. Oc338257
Corporate entity · Notified 6 April 2016
Owns 25–50% of shares
Limited Liability Partnership
Reg. no. Oc337405
Former controllers (2)
19 November 2021
Ceased Coole Bevis LLP — Owns 25–50% of shares
19 November 2021
Ceased Carpenter Box Wealth Management LLP — Owns 25–50% of shares

Financials

Cash
£36,421
Current Ratio
1.2x

Trend

Shareholder Funds
£0 £20k £40k 2020 2021 2022 2023 2024 2025 £15,148 £20,583 £25,343 £29,386 £26,436 £7,658
Balance sheet detail
202520242023202220212020
Current Assets£45,471£57,805£47,610£39,245£35,999£25,841
Debtors£9,050£41,688£33,525£19,476£23,165£9,250
Cash£36,421£16,117£14,085£19,769£12,834£16,591
Creditors (< 1 year)£37,813£31,369£18,224£13,902£15,416£10,693
Net Current Assets£7,658£26,436£29,386£25,343£20,583£15,148
Shareholder Funds£7,658£26,436£29,386£25,343£20,583£15,148

Filings

Recent filings only. See the full history on Companies House

DateDescriptionMade Up ToPagesPDF
5 January 2026Previous accounting period shortened
23 December 2025Total exemption full accounts31 March 2025
12 November 2025Confirmation statement with updates10 November 2025
29 October 2025Change of details for a person with significant control
28 October 2025Director's details changed
Show all recent filings

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