# Coole Bevis Wealth Management Limited

## Details

- **Company number:** [07071899](https://find-and-update.company-information.service.gov.uk/company/07071899)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 10 Nov 2009
- **Registered office:** CRESCENT HOUSE,, CRESCENT ROAD, WORTHING, BN11 1RN
- **Nature of business:** [64999](/sic/64999) Financial intermediation not elsewhere classified
- **Corporate group:** [Hegarty (Peterborough) Limited](/group/70662) (16 companies)


## 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 | - |



## Owned by

Coole Bevis Wealth Management Limited → [CB Financial Advisers LLP](/company/OC338257) → [Cbfa Holdings Limited](/company/12905499) → [Futura Financial Services Group Ltd](/company/13267614) → [Futura Financial Solutions Ltd](/company/13057416)





## Companies at the same address

- [CB Financial Advisers LLP](/company/OC338257) (OC338257)
- [Cbfa Holdings Limited](/company/12905499) (12905499)
- [Freyr Investment Management Limited](/company/15490639) (15490639)
- [Futura 7 Limited](/company/16064391) (16064391)
- [Futura Financial Services Group Ltd](/company/13267614) (13267614)
- [Futura Financial Solutions Ltd](/company/13057416) (13057416)
- [Futura Wealth Management Ltd](/company/05667226) (05667226)