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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 (1 month ago)
Next confirmation dated 10 November 2026
Due by 24 November 2026 (10 months remaining)
Last change occurred 1 month ago
Accounts
Submitted
For period 1 Apr31 Mar 2025 (12 months)
Accounts type is Total Exemption Full
Next accounts for period 31 March 2026
Due by 31 December 2026 (11 months remaining)
Contact
Address
Crescent House,
Crescent Road
Worthing
West Sussex
BN11 1RN
England
Address changed on 28 Oct 2025 (2 months ago)
Previous address was Amelia House Crescent Road Worthing West Sussex BN11 1QR
Telephone
01903534587
Email
Available in Endole App
People
Officers
2
Shareholders
2
Controllers (PSC)
2
Director • Financial Adviser • Lives in England • Born in Nov 1976
Director • British • Lives in UK • Born in Apr 1973
Carpenter Box Wealth Management LLP
PSC
Coole Bevis LLP
PSC
Shareholders, PSCs & Group Structure
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Mutual Companies
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Futura Wealth Management Ltd
Paul Michael Ollerton is a mutual person.
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Simpson Kelly Associates Ltd
Paul Michael Ollerton is a mutual person.
Active
It Document Solutions Ltd
Paul Michael Ollerton is a mutual person.
Active
Jones Financial (Norwich) Limited
Paul Michael Ollerton is a mutual person.
Active
ITDS Group Holdings Limited
Paul Michael Ollerton is a mutual person.
Active
ITDS Mailroom Solutions Limited
Paul Michael Ollerton is a mutual person.
Active
Viisana Financial Solutions Ltd
Paul Michael Ollerton 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
Full Accounts Submitted
13 Days Ago on 23 Dec 2025
Confirmation Submitted
1 Month Ago on 12 Nov 2025
Registered Address Changed
2 Months Ago on 28 Oct 2025
Carpenter Box Wealth Management Llp (PSC) Details Changed
2 Months Ago on 27 Oct 2025
Mr Roy Matthew Thompson Details Changed
2 Months Ago on 27 Oct 2025
Mr Paul Michael Ollerton Details Changed
2 Months Ago on 27 Oct 2025
Mr Paul Michael Ollerton Appointed
5 Months Ago on 8 Aug 2025
Kevin Neil Blake Resigned
5 Months Ago on 8 Aug 2025
Full Accounts Submitted
1 Year Ago on 19 Dec 2024
Confirmation Submitted
1 Year 1 Month Ago on 15 Nov 2024
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Documents
Total exemption full accounts made up to 31 March 2025
Submitted on 23 Dec 2025
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
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
Director's details changed for Mr Roy Matthew Thompson on 27 October 2025
Submitted on 28 Oct 2025
Director's details changed for Mr Paul Michael Ollerton on 27 October 2025
Submitted on 28 Oct 2025
Termination of appointment of Kevin Neil Blake as a director on 8 August 2025
Submitted on 8 Aug 2025
Appointment of Mr Paul Michael Ollerton 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
Repayment History
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