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Coole Bevis Wealth Management Limited

07071899

active
Private Limited Company
england wales
Companies House
Health Score
90 / 100

Healthy

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

No risk factors detected.

Details

CRESCENT HOUSE,, WORTHING, BN11 1RN
Incorporated 10/11/2009

Compliance

Last accounts

31/03/2025

total exemption full

Next accounts due

30/09/2026

On track

Confirmation statement

Last: 10/11/2025

Due 24/11/2026

On track

Industry

64999
Other financial service activities

Officers

Mr Roy Matthew Thompson

director · Since 02/01/2018

FINANCIAL ADVISER

BRITISH · ENGLAND · Age 49

Also on 4 other boards

Mr Paul Michael Ollerton

director · Since 08/08/2025

DIRECTOR

BRITISH · ENGLAND · Age 53

Also on 25 other boards

Persons with Significant Control

Former PSCs

Carpenter Box Wealth Management Llp

Ceased 19/11/2021

Coole Bevis Llp

Ceased 19/11/2021

CompanyRankvs 11891+ SIC 64999 peers
51

Financial strength28th percentile among SIC peers · 7/25
Employees16th percentile among SIC peers · 2/15
LiquidityCurrent ratio 1.2× · 12/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
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How is this score calculated?
Financial strength7/25 pts

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

Employees2/15 pts

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

Liquidity12/20 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 31/03/2025

Net Worth

£100

Balance sheet strength

Cash

£36k

Cash in the bank

Net Current Assets

£8k

Working capital

Current Assets

£45k

Current Liabilities

£38k

Debtors

£9k

0avg. employees

Tax at Year End(2020)

Corp tax£10k
Prepared with CCH Software

EstimatesDerived

YearCurrent Ratio
20251.20
20241.84
20232.61
20222.82
20212.34
20202.42
20191.63

Derived from filed accounts. Not audited figures.