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Cooper Associates Wealth Management Limited

06890675

active
Private Limited Company
Companies House
Health Score
90 / 100

Healthy

30/30
Filing
20/30
Financial
40/40
Risk

No risk factors detected.

Details

40 ST JAMES BUILDINGS, TAUNTON, TA1 1JR
Incorporated 29/04/2009

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Lee Anthony Cooper

director · Since 29/04/2009

DIRECTOR

BRITISH · ENGLAND · Age 46

Also on 6 other boards

Samantha Dawn Jackson

director · Since 09/11/2016

MANAGING DIRECTOR

BRITISH · UNITED KINGDOM · Age 40

Also on 3 other boards

Mrs Diana Cooper

director · Since 01/01/2018

OPERATIONS AND FINANCE DIRECTOR

BRITISH · ENGLAND · Age 41

Also on 7 other boards

Mr Jack William Cooper

director · Since 01/09/2019

MANAGING DIRECTOR

BRITISH · ENGLAND · Age 37

Also on 8 other boards

Persons with Significant Control

Cooper Associates Group Limited

75–100% shares
75–100% votes
Appoint directors

40, St James Buildings, Taunton, TA1 1JR

Reg: 09682229 · England & Wales · Ltd

Notified 06/04/2016

Charges0 outstanding

Charge
satisfied

METRO BANK PLC

Created 03/06/2016Registered 06/06/2016Satisfied 07/12/2023

CompanyRankvs 1445+ SIC 64999 peers
85

Financial strength95th percentile among SIC peers · 24/25
Employees98th percentile among SIC peers · 15/15
LiquidityCurrent ratio 1.53× · 16/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
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1445Cooper Associates Wealth Management Limited
81
How is this score calculated?
Financial strength24/25 pts

Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.

Employees15/15 pts

Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.

Liquidity16/20 pts

Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.

Longevity15/15 pts

One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.

Filing compliance15/15 pts

Full 15 points when both annual accounts and confirmation statement are filed on time. Points are deducted for each overdue filing.

Maximum score is 100. Deductions apply for insolvency history, outstanding charges, going concern doubt, or disqualified officers.

Key FinancialsYear ending 31/12/2024

Net Worth

£1.0M

Balance sheet strength

Cash

£1.0M

Cash in the bank

Net Current Assets

£1.3M

Working capital

Current Assets

£3.7M

Current Liabilities

£2.4M

Fixed Assets

£8.0M

Debtors

£2.6M

17avg. employees+4

Tax at Year End

Corp tax£245k

Balance Sheet

Intangible assets£7.9M
Bank loans & overdrafts£635k
Assets less current liabilities£9.3M
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20241.53+£82k
20231.82-£452k
20221.90-£1.1M
20212.13+£2.3M
20201.02+£179k
20190.98-£11k
20181.02—

Derived from filed accounts. Not audited figures.