# Cooper Associates Wealth Management Limited

## Details

- **Company number:** [06890675](https://find-and-update.company-information.service.gov.uk/company/06890675)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 29 Apr 2009
- **Registered office:** 40 ST JAMES BUILDINGS, ST JAMES STREET, TAUNTON, TA1 1JR
- **Nature of business:** [64999](/sic/64999) Financial intermediation not elsewhere classified
- **Corporate group:** [St. James's Place PLC](/group/3458) (46 companies)


## Previous names

- Cooper Associates Ifa Limited (until 24 Nov 2009)




## Control

| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Cooper Associates Group Limited | ownership-of-shares-75-to-100-percent, voting-rights-75-to-100-percent, right-to-appoint-and-remove-directors | 6 Apr 2016 |  |



## Accounts

| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 31 Dec 2024 | £1,007,423 | £1,043,366 | 13 |
| 31 Dec 2023 | £925,790 | £190,339 | 10 |
| 31 Dec 2022 | £1,377,356 | £160,921 | 8 |
| 30 Nov 2021 | £2,493,596 | £1,389,027 | 5 |
| 30 Nov 2020 | £185,405 | £280,069 | 5 |
| 30 Nov 2019 | £6,554 | £301,322 | 6 |
| 30 Nov 2018 | £17,710 | £544,462 | 4 |
| 30 Nov 2017 | £54,736 | £272,833 | 9 |
| 30 Nov 2016 | £100,505 | £173,907 | - |
| 30 Nov 2015 | £57,511 | £245,406 | - |



## Owned by

Cooper Associates Wealth Management Limited → [Cooper Associates Group Limited](/company/09682229) → [Cooper Associates Holdings Limited](/company/11363163) → [St. James's Place Acquisition Services Limited](/company/07730835) → [St. James's Place Wealth Management PLC](/company/04113955) → [St. James's Place PLC](/company/03183415)



## Controls

- [Govier Financial Planning Limited](/company/11041690) (11041690)
- [LKD Paraplanning Limited](/company/08100676) (08100676)




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- [Afflong Properties Limited](/company/16485854) (16485854)
- [AK Developments (Taunton) Ltd](/company/13972112) (13972112)
- [Alderson Consulting (Bristol) Ltd](/company/11357936) (11357936)