COOLE BEVIS WEALTH MANAGEMENT LIMITED

07071899
Active Worthing

Financial intermediation not elsewhere classified

0 employees website.com
Financial intermediation not elsewhere classified
C

COOLE BEVIS WEALTH MANAGEMENT LIMITED

07071899

Financial intermediation not elsewhere classified

Founded 10 Nov 2009 Active Worthing, England 0 employees website.com
Financial intermediation not elsewhere classified

Previous Company Names

WOOLLEY BEVIS DIPLOCK WEALTH MANAGEMENT LIMITED 10 Nov 2009 — 8 Apr 2016
Accounts Submitted 5 Jan 2026 Next due 30 Sept 2026 2 months remaining
Confirmation Submitted 12 Nov 2025 Next due 24 Nov 2026 4 months remaining
Net assets £8K £19K 2024 year on year
Total assets £45K £12K 2024 year on year
Total Liabilities £38K £6K 2024 year on year
Charges None No charges registered

Contact & Details

Contact

Registered Address

Crescent House, Crescent Road Worthing West Sussex BN11 1RN England

Telephone

0800 000 0000

Website

www.example.com

Full company profile for COOLE BEVIS WEALTH MANAGEMENT LIMITED (07071899), an active company based in Worthing, England. Incorporated 10 Nov 2009. Financial intermediation not elsewhere classified. View financials, directors, shareholders, and filings.

Business Summary

This company specializes in providing innovative solutions and services across multiple sectors.

Products & Services

consulting software analytics integration

Reports

Credit Report

In-depth credit score, financial analysis, risk assessment and company intelligence.

Financials

Financials

Period 1 Apr → 31 Mar 2025
Type total-exemption-full
Next accounts 31 Dec 2025
Due by 30 Sept 2026 2 months remaining

Net Assets, Total Assets & Total Liabilities (2014–2024)

Cash in Bank

£36.42k

Increased by £20.30k (+126%)

Net Assets

£7.66k

Decreased by £18.78k (-71%)

Total Liabilities

£37.81k

Increased by £6.44k (+21%)

Turnover

N/A

Employees

N/A

Debt Ratio

83%

Increased by 29 (+54%)

Financial History

Revenue, profit, EBITDA and key financial figures

2025
31 Mar Year End
2024
31 Mar Year End
P&L
Revenue
£142.3M
£128.7M
Gross Profit
£48.2M
£43.1M
Operating Profit
£22.4M
£19.8M
Net Profit
£18.1M
£15.9M
EBITDA
£31.5M
£28.2M
Assets
Cash
£24.7M
£21.3M
Total Assets
£89.4M
£82.1M
Liabilities
Total Liabilities
£45.2M
£41.8M
Key Metrics
Employees
1,247
1,156
Latest Revenue
£142.3M
Latest EBITDA
£31.5M
Cash Position
£24.7M

Funding

Fundraising & Grants

No fundraising or grants recorded

Investors (0)

No investor information available

Officers

Officers

0 active 3 resigned
Status

No officers found

No officers found

Shareholders

Shareholders (2)

Carpenter Box Wealth Management Llp
50.0%
Coole Bevis Llp
50.0%

Persons with Significant Control

Persons with Significant Control (2)

2 Active 2 Ceased
Notified 6 Apr 2016
Nature of Control
  • Ownership Of Shares 25 To 50 Percent

Coole Bevis Llp

United Kingdom

Active
Notified 6 Apr 2016
Nature of Control
  • Ownership Of Shares 25 To 50 Percent

Coole Bevis Llp

Ceased 19 Nov 2021

Ceased
Ceased

Group Structure

Group Structure

CBFA HOLDINGS LIMITED united kingdom
COOLE BEVIS LLP united kingdom
COOLE BEVIS WEALTH MANAGEMENT LIMITED Current Company

Charges

Charges

No charges registered

Properties

Properties

0 total

No related properties

Documents

Company Filings

DateCategoryDescriptionDocument
5 Jan 2026AccountsAnnual accounts made up to 31 Mar 2026
23 Dec 2025AccountsAnnual accounts made up to 31 Mar 2025
12 Nov 2025Confirmation StatementConfirmation statement made on 10 Nov 2025 with updates
29 Oct 2025Persons With Significant ControlChange to Carpenter Box Wealth Management Llp as a person with significant control on 27 Oct 2025
28 Oct 2025AddressChange Registered Office Address Company With Date Old Address New Address
5 Jan 2026 Accounts

Annual accounts made up to 31 Mar 2026

23 Dec 2025 Accounts

Annual accounts made up to 31 Mar 2025

12 Nov 2025 Confirmation Statement

Confirmation statement made on 10 Nov 2025 with updates

29 Oct 2025 Persons With Significant Control

Change to Carpenter Box Wealth Management Llp as a person with significant control on 27 Oct 2025

28 Oct 2025 Address

Change Registered Office Address Company With Date Old Address New Address

Recent Activity

Latest Activity

Annual accounts made up to 31 Mar 2026

5 months ago on 5 Jan 2026

Annual accounts made up to 31 Mar 2025

6 months ago on 23 Dec 2025

Confirmation statement made on 10 Nov 2025 with updates

7 months ago on 12 Nov 2025

Change to Carpenter Box Wealth Management Llp as a person with significant control on 27 Oct 2025

8 months ago on 29 Oct 2025

Change Registered Office Address Company With Date Old Address New Address

8 months ago on 28 Oct 2025