Coole Bevis Wealth Management Limited
07071899
Healthy
No risk factors detected.
Details
Previously known as
Compliance
Last accounts
31/12/2025
total exemption full
Next accounts due
30/09/2027
Confirmation statement
Last: 10/11/2025
Due 24/11/2026
Industry
Officers
director · Since 02/01/2018
FINANCIAL ADVISER
BRITISH · ENGLAND
Also on 4 other boards
Former
director · Resigned 23/11/2010
director · Resigned 31/03/2012
director · Resigned 31/03/2012
director · Resigned 02/01/2018
director · Resigned 08/08/2025
Persons with Significant Control
Former PSCs
Coole Bevis Llp
Ceased 19/11/2021
Carpenter Box Wealth Management Llp
Ceased 19/11/2021
Change History
Active
Private Limited Company
CRESCENT HOUSE,
WORTHING
CompanyRankvs 11838+ SIC 64999 peers51
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How is this score calculated?
Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.
Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.
Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.
One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.
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 31/12/2025
Net Worth
£100
Balance sheet strength
Cash
£43k
Cash in the bank
Net Current Assets
£11k
Working capital
Current Assets
£49k
Current Liabilities
£38k
Debtors
£6k
EstimatesDerived
| Year | Current Ratio |
|---|---|
| 2025 | 1.30 |
| 2025 | 1.20 |
| 2024 | 1.84 |
| 2023 | 2.61 |
Derived from filed accounts. Not audited figures.
Filing History56 filings
change account reference date company previous shortened
accounts with accounts type total exemption full
confirmation statement with updates
change to a person with significant control
change registered office address company with date old address new address
change person director company with change date
change person director company with change date
appoint person director company with name date
termination director company with name termination date
accounts with accounts type total exemption full
confirmation statement with no updates
accounts with accounts type total exemption full
confirmation statement with no updates
accounts with accounts type total exemption full
confirmation statement with no updates
confirmation statement with no updates
cessation of a person with significant control
cessation of a person with significant control
accounts with accounts type total exemption full
accounts with accounts type total exemption full
confirmation statement with no updates
accounts with accounts type total exemption full
confirmation statement with no updates
accounts with accounts type total exemption full
confirmation statement with no updates
appoint person director company with name date
termination director company with name termination date
accounts with accounts type total exemption full
confirmation statement with no updates
notification of a person with significant control
notification of a person with significant control
accounts with accounts type total exemption small
confirmation statement with updates
resolution
annual return company with made up date full list shareholders
accounts with accounts type total exemption small
accounts with accounts type total exemption small
annual return company with made up date full list shareholders
accounts with accounts type total exemption small
annual return company with made up date full list shareholders
accounts with accounts type total exemption small
annual return company with made up date full list shareholders
termination director company with name
termination director company with name
annual return company with made up date full list shareholders
change person director company with change date
change person director company with change date
change person director company with change date
change person director company with change date
accounts with accounts type total exemption small
change registered office address company with date old address
appoint person director company with name
termination director company with name
annual return company with made up date full list shareholders
change account reference date company current extended
incorporation company