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Coole Bevis Wealth Management Limited

Coole Bevis Wealth Management Limited is an active company incorporated on 10 November 2009 with the registered office located in Worthing, West Sussex. Coole Bevis Wealth Management Limited was registered 16 years ago.
Status
Active
Active since incorporation
Company No
07071899
Private limited company
Age
16 years
Incorporated 10 November 2009
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 10 November 2025 (5 days ago)
Next confirmation dated 10 November 2026
Due by 24 November 2026 (1 year remaining)
Last change occurred 3 days ago
Accounts
Submitted
For period 1 Apr31 Mar 2024 (1 year)
Accounts type is Total Exemption Full
Next accounts for period 31 March 2025
Due by 31 December 2025 (1 month remaining)
Address
Crescent House,
Crescent Road
Worthing
West Sussex
BN11 1RN
England
Address changed on 28 Oct 2025 (18 days ago)
Previous address was Amelia House Crescent Road Worthing West Sussex BN11 1QR
Telephone
01903534587
Email
Available in Endole App
People
Officers
3
Shareholders
2
Controllers (PSC)
2
Director • Accountant • Lives in England • Born in May 1961
Director • British • Lives in England • Born in Apr 1973
Director • Lives in England • Born in Nov 1976
Carpenter Box Wealth Management LLP
PSC
Coole Bevis LLP
PSC
Shareholders, PSCs & Group Structure
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Mutual Companies
CBFA Holdings Limited
Kevin Neil Blake and Roy Matthew Thompson are mutual people.
Active
Amelia House Partners LLP
Kevin Neil Blake and Roy Matthew Thompson are mutual people.
Active
CB Financial Advisers LLP
Kevin Neil Blake and Roy Matthew Thompson are mutual people.
Active
SBX Partners LLP
Kevin Neil Blake and Roy Matthew Thompson are mutual people.
Active
St Wilfrids Hospice Trading Limited
Kevin Neil Blake is a mutual person.
Active
Carpenter Box Limited
Kevin Neil Blake is a mutual person.
Active
Whitefriars Financial Services Limited
Paul Michael Ollerton is a mutual person.
Active
Grasscroft Limited
Kevin Neil Blake is a mutual person.
Active
Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
31 Mar 2024
For period 31 Mar31 Mar 2024
Traded for 12 months
Cash in Bank
£16.12K
Increased by £2.03K (+14%)
Turnover
Unreported
Same as previous period
Employees
Unreported
Same as previous period
Total Assets
£57.81K
Increased by £10.2K (+21%)
Total Liabilities
-£31.37K
Increased by £13.15K (+72%)
Net Assets
£26.44K
Decreased by £2.95K (-10%)
Debt Ratio (%)
54%
Increased by 15.99% (+42%)
Latest Activity
Confirmation Submitted
3 Days Ago on 12 Nov 2025
Registered Address Changed
18 Days Ago on 28 Oct 2025
Carpenter Box Wealth Management Llp (PSC) Details Changed
19 Days Ago on 27 Oct 2025
Mr Roy Matthew Thompson Details Changed
19 Days Ago on 27 Oct 2025
Mr Paul Michael Ollerton Details Changed
19 Days Ago on 27 Oct 2025
Mr Paul Michael Ollerton Appointed
3 Months Ago on 8 Aug 2025
Kevin Neil Blake Resigned
3 Months Ago on 8 Aug 2025
Full Accounts Submitted
11 Months Ago on 19 Dec 2024
Confirmation Submitted
1 Year Ago on 15 Nov 2024
Full Accounts Submitted
1 Year 10 Months Ago on 22 Dec 2023
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Documents
Confirmation statement made on 10 November 2025 with updates
Submitted on 12 Nov 2025
Change of details for Carpenter Box Wealth Management Llp as a person with significant control on 27 October 2025
Submitted on 29 Oct 2025
Director's details changed for Mr Paul Michael Ollerton on 27 October 2025
Submitted on 28 Oct 2025
Director's details changed for Mr Roy Matthew Thompson on 27 October 2025
Submitted on 28 Oct 2025
Registered office address changed from Amelia House Crescent Road Worthing West Sussex BN11 1QR to Crescent House, Crescent Road Worthing West Sussex BN11 1RN on 28 October 2025
Submitted on 28 Oct 2025
Appointment of Mr Paul Michael Ollerton as a director on 8 August 2025
Submitted on 8 Aug 2025
Termination of appointment of Kevin Neil Blake as a director on 8 August 2025
Submitted on 8 Aug 2025
Total exemption full accounts made up to 31 March 2024
Submitted on 19 Dec 2024
Confirmation statement made on 10 November 2024 with no updates
Submitted on 15 Nov 2024
Total exemption full accounts made up to 31 March 2023
Submitted on 22 Dec 2023
Repayment History
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