Coole Bevis Wealth Management Limited
- Company number
- 07071899
- Status
- Active
- Type
- Private Limited Company
- Incorporated
- 10 Nov 2009
- Nature of business
- Financial intermediation not elsewhere classified
- Corporate group
- Hegarty (Peterborough) Limited (16 companies)
Registered office
Previous names
- Woolley Bevis Diplock Wealth Management Limited (until 8 Apr 2016)
Control
| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Carpenter Box Wealth Management Llp | Ownership Of Shares 25 To 50 Percent Voting Rights 25 To 50 Percent |
6 Apr 2016 | 19 Nov 2021 |
| Coole Bevis Llp | Ownership Of Shares 25 To 50 Percent Voting Rights 25 To 50 Percent |
6 Apr 2016 | 19 Nov 2021 |
| Coole Bevis Llp | Ownership Of Shares 25 To 50 Percent | 6 Apr 2016 | |
| Carpenter Box Wealth Management Llp | Ownership Of Shares 25 To 50 Percent | 6 Apr 2016 |
Accounts
| Year ended | Cash | Employees |
|---|---|---|
| 31 Mar 2025 | £36,421 | 0 |
| 31 Mar 2024 | £16,117 | 0 |
| 31 Mar 2023 | £14,085 | 0 |
| 31 Mar 2022 | £19,769 | 0 |
| 31 Mar 2021 | £12,834 | 0 |
| 31 Mar 2020 | £16,591 | 0 |
| 31 Mar 2019 | £7,951 | - |
| 31 Mar 2018 | £7,417 | - |
| 31 Mar 2017 | £10,893 | - |
| 31 Mar 2016 | - | - |
| 31 Mar 2015 | - | - |
| 31 Mar 2014 | - | - |
| 31 Mar 2013 | - | - |
| 31 Mar 2012 | - | - |
| 31 Mar 2011 | - | - |
Connections
Owned by
Coole Bevis Wealth Management Limited → CB Financial Advisers LLP → Cbfa Holdings Limited → Futura Financial Services Group Ltd → Futura Financial Solutions Ltd
Companies at the same address
- CB Financial Advisers LLP (OC338257)
- Cbfa Holdings Limited (12905499)
- Freyr Investment Management Limited (15490639)
- Futura 7 Limited (16064391)
- Futura Financial Services Group Ltd (13267614)
- Futura Financial Solutions Ltd (13057416)
- Futura Wealth Management Ltd (05667226)