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Four Wealth Management Limited

Four Wealth Management Limited is an active company incorporated on 9 April 2010 with the registered office located in Taunton, Somerset. Four Wealth Management Limited was registered 15 years ago.
Status
Active
Active since incorporation
Company No
07218115
Private limited company
Age
15 years
Incorporated 9 April 2010
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 9 April 2025 (5 months ago)
Next confirmation dated 9 April 2026
Due by 23 April 2026 (7 months remaining)
Last change occurred 3 months ago
Accounts
Submitted
For period 1 May30 Apr 2024 (1 year)
Accounts type is Total Exemption Full
Next accounts for period 30 April 2025
Due by 31 January 2026 (4 months remaining)
Contact
Address
40 St James Buildings
St. James Street
Taunton
TA1 1JR
England
Address changed on 7 Nov 2024 (10 months ago)
Previous address was Suite 5 Corum 2 Corum Office Park Crown Way, Warmley Bristol BS30 8FJ United Kingdom
Telephone
01179730500
Email
Available in Endole App
People
Officers
5
Shareholders
1
Controllers (PSC)
1
Director • Chairman • British • Lives in England • Born in Sep 1979
Director • Ceo • British • Lives in England • Born in Feb 1986
Director • British • Lives in England • Born in Jul 1984
Director • British • Lives in England • Born in Apr 1963
Director • British • Lives in England • Born in Mar 1989
Shareholders, PSCs & Group Structure
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Mutual Companies
Neptune Financial Management Limited
Samantha Dawn Jackson, Jack William Cooper, and 1 more are mutual people.
Active
Cooper Associates Limited
Jack William Cooper and Diana Cooper are mutual people.
Active
Cooper Associates Wealth Management Limited
Jack William Cooper and Diana Cooper are mutual people.
Active
Cooper Associates Group Limited
Jack William Cooper and Diana Cooper are mutual people.
Active
Cooper Associates Accountants Limited
Jack William Cooper and Diana Cooper are mutual people.
Active
Cooper Associates Holdings Limited
Jack William Cooper and Diana Cooper are mutual people.
Active
Codana Properties Ltd
Jack William Cooper is a mutual person.
Active
Pengilly Cox Financial Associates Ltd
Samantha Dawn Jackson, Jack William Cooper, and 1 more are mutual people.
Dissolved
Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
30 Apr 2024
For period 30 Apr30 Apr 2024
Traded for 12 months
Cash in Bank
£319.2K
Increased by £45.78K (+17%)
Turnover
Unreported
Same as previous period
Employees
9
Same as previous period
Total Assets
£745.13K
Decreased by £9.23K (-1%)
Total Liabilities
-£410.06K
Decreased by £34.02K (-8%)
Net Assets
£335.07K
Increased by £24.79K (+8%)
Debt Ratio (%)
55%
Decreased by 3.84% (-7%)
Latest Activity
Confirmation Submitted
3 Months Ago on 19 May 2025
Registered Address Changed
10 Months Ago on 7 Nov 2024
Charge Satisfied
10 Months Ago on 1 Nov 2024
John Morrison Resigned
10 Months Ago on 23 Oct 2024
Mrs Diana Cooper Appointed
10 Months Ago on 23 Oct 2024
Mr Jack William Cooper Appointed
10 Months Ago on 23 Oct 2024
Lee Anthony Cooper Appointed
10 Months Ago on 23 Oct 2024
Samantha Dawn Jackson Appointed
10 Months Ago on 23 Oct 2024
Cooper Associates Wealth Management Limited (PSC) Appointed
10 Months Ago on 23 Oct 2024
John Morrison (PSC) Resigned
10 Months Ago on 23 Oct 2024
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Documents
Confirmation statement made on 9 April 2025 with updates
Submitted on 19 May 2025
Termination of appointment of John Morrison as a director on 23 October 2024
Submitted on 14 May 2025
Appointment of Lee Anthony Cooper as a director on 23 October 2024
Submitted on 7 Nov 2024
Appointment of Samantha Dawn Jackson as a director on 23 October 2024
Submitted on 7 Nov 2024
Registered office address changed from Suite 5 Corum 2 Corum Office Park Crown Way, Warmley Bristol BS30 8FJ United Kingdom to 40 st James Buildings St. James Street Taunton TA1 1JR on 7 November 2024
Submitted on 7 Nov 2024
Cessation of John Morrison as a person with significant control on 23 October 2024
Submitted on 7 Nov 2024
Appointment of Mr Jack William Cooper as a director on 23 October 2024
Submitted on 7 Nov 2024
Notification of Cooper Associates Wealth Management Limited as a person with significant control on 23 October 2024
Submitted on 7 Nov 2024
Appointment of Mrs Diana Cooper as a director on 23 October 2024
Submitted on 7 Nov 2024
Satisfaction of charge 072181150001 in full
Submitted on 1 Nov 2024
Repayment History
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