Coole Bevis Wealth Management Limited

General information

Name:

Coole Bevis Wealth Management Ltd

Office Address:

Amelia House Crescent Road BN11 1QR Worthing

Number: 07071899

Incorporation date: 2009-11-10

End of financial year: 31 March

Category: Private Limited Company

Status: Active

Description

Data updated on:

Started with Reg No. 07071899 15 years ago, Coole Bevis Wealth Management Limited was set up as a Private Limited Company. The business current registration address is Amelia House, Crescent Road Worthing. Launched as Woolley Bevis Diplock Wealth Management, the company used the business name until 2016, at which moment it was replaced by Coole Bevis Wealth Management Limited. The company's principal business activity number is 64999 and has the NACE code: Financial intermediation not elsewhere classified. 31st March 2022 is the last time company accounts were filed.

According to the information we have, the following business was incorporated 15 years ago and has so far been led by six directors, out of whom two (Roy T. and Kevin B.) are still a part of the company.

  • Previous company's names
  • Coole Bevis Wealth Management Limited 2016-04-08
  • Woolley Bevis Diplock Wealth Management Limited 2009-11-10

Financial data based on annual reports

Company staff

Roy T.

Role: Director

Appointed: 02 January 2018

Latest update: 20 April 2024

Kevin B.

Role: Director

Appointed: 23 November 2010

Latest update: 20 April 2024

People with significant control

The companies that control the firm are as follows: Carpenter Box Wealth Management Llp owns 1/2 or less of company shares. This company can be reached in Worthing at Crescent Road, BN11 1QR and was registered as a PSC under the registration number Oc338257. Coole Bevis Llp owns 1/2 or less of company shares. This company can be reached in Brighton at Prince Albert Street, BN1 1HY and was registered as a PSC under the registration number Oc337405.

Carpenter Box Wealth Management Llp
Address: Amelia House Crescent Road, Worthing, BN11 1QR, England
Legal authority Limited Liability Partnerships Act 2000
Legal form Limited Liability Partnership
Country registered England
Place registered England And Wales
Registration number Oc338257
Notified on 6 April 2016
Nature of control:
1/2 or less of shares
Coole Bevis Llp
Address: Lanes End House Prince Albert Street, Brighton, BN1 1HY, England
Legal authority Limited Liability Partnerships Act 2000
Legal form Limited Liability Partnership
Country registered England
Place registered England And Wales
Registration number Oc337405
Notified on 6 April 2016
Nature of control:
1/2 or less of shares
Carpenter Box Wealth Management Llp
Legal authority Companies Act
Legal form Private Company Limited By Shares
Country registered England
Place registered England
Registration number Oc338257
Notified on 6 April 2016
Ceased on 19 November 2021
Nature of control:
1/2 or less of voting rights
1/2 or less of shares
Coole Bevis Llp
Address: Lanes End House 15 Prince Albert Street, Brighton, East Sussex, BN1 1HY, United Kingdom
Legal authority Companies Act
Legal form Private Company Limited By Shares
Country registered England
Place registered England
Registration number Oc337405
Notified on 6 April 2016
Ceased on 19 November 2021
Nature of control:
1/2 or less of voting rights
1/2 or less of shares

Accounts Documents

Account next due date 31 December 2023
Account last made up date 31 March 2022
Confirmation statement next due date 24 November 2023
Confirmation statement last made up date 10 November 2022
Annual Accounts
Start Date For Period Covered By Report 2016-04-01
End Date For Period Covered By Report 2017-03-31
Annual Accounts
Start Date For Period Covered By Report 2018-04-01
End Date For Period Covered By Report 2019-03-31
Annual Accounts
Start Date For Period Covered By Report 2019-04-01
End Date For Period Covered By Report 2020-03-31
Annual Accounts
Start Date For Period Covered By Report 2020-04-01
End Date For Period Covered By Report 2021-03-31
Annual Accounts
Start Date For Period Covered By Report 2021-04-01
End Date For Period Covered By Report 2022-03-31
Annual Accounts
Start Date For Period Covered By Report 2022-04-01
End Date For Period Covered By Report 2023-03-31

Company filings

Filing category

Hide filing type
Accounts Address Annual return Confirmation statement Incorporation Officers Persons with significant control Resolution
Free Download
Total exemption full accounts record for the accounting period up to Friday 31st March 2023 (AA)
filed on: 22nd, December 2023
accounts
Free Download Download filing (7 pages)

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Services (by SIC Code)

  • 64999 : Financial intermediation not elsewhere classified
14
Company Age

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