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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 15 years ago.
Status
Active
Active since incorporation
Company No
07071899
Private limited company
Age
15 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 2024 (10 months ago)
Next confirmation dated 10 November 2025
Due by 24 November 2025 (2 months remaining)
Last change occurred 8 years 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 (3 months remaining)
Contact
Address
Amelia House
Crescent Road
Worthing
West Sussex
BN11 1QR
Same address for the past 14 years
Telephone
01903534587
Email
Available in Endole App
People
Officers
3
Shareholders
2
Controllers (PSC)
2
Director • British • Lives in England • Born in Apr 1973
Director • Financial Adviser • Lives in England • Born in Nov 1976
Director • Accountant • British • Lives in England • Born in May 1961
Carpenter Box Wealth Management LLP
PSC
Coole Bevis LLP
PSC
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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
Carpenter Box Wealth Management 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
Mr Paul Michael Ollerton Appointed
29 Days Ago on 8 Aug 2025
Kevin Neil Blake Resigned
29 Days Ago on 8 Aug 2025
Full Accounts Submitted
8 Months Ago on 19 Dec 2024
Confirmation Submitted
9 Months Ago on 15 Nov 2024
Full Accounts Submitted
1 Year 8 Months Ago on 22 Dec 2023
Confirmation Submitted
1 Year 10 Months Ago on 10 Nov 2023
Full Accounts Submitted
2 Years 8 Months Ago on 16 Dec 2022
Confirmation Submitted
2 Years 9 Months Ago on 18 Nov 2022
Confirmation Submitted
3 Years Ago on 19 Nov 2021
Coole Bevis Llp (PSC) Resigned
3 Years Ago on 19 Nov 2021
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Documents
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
Confirmation statement made on 10 November 2023 with no updates
Submitted on 10 Nov 2023
Total exemption full accounts made up to 31 March 2022
Submitted on 16 Dec 2022
Confirmation statement made on 10 November 2022 with no updates
Submitted on 18 Nov 2022
Cessation of Carpenter Box Wealth Management Llp as a person with significant control on 19 November 2021
Submitted on 19 Nov 2021
Cessation of Coole Bevis Llp as a person with significant control on 19 November 2021
Submitted on 19 Nov 2021
Repayment History
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