Company
Independent Wealth Management Consultants LTD
Independent Wealth Management Consultants LTD is an active UK company (number 01102335), incorporated 1973, with 2 current directors, Yvonne Marie Cooper and Kerry Jane Ann Lee. Source: Companies House, updated 4th October 2026.
Official record Companies House · updated 4th October 2026 · Sources
Network
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Who leads it
Previous officers 10
- Steve Spruce 2009-2011 View profile
- Robert James Henry Miller 2003-2003 View profile
- John Earnshaw 2003-2006 View profile
- Richard Simon French 2000-2003 View profile
- Timothy Russell Davison 1996-2015 View profile
- Hester Billington 1994 View profile
- James Michael Clifford Nicholson 2002 View profile
- Tessa Jane Oakes 2007-2012 View profile
- Hilary Davison 2002-2007 View profile
- Glenys Mary Nicholson 2002 View profile
Directors and secretaries as filed at Companies House.
Do you help lead this organisation? Set up its network · How it works
About
- Incorporated
- 19/03/1973
Ownership
Owned by (2) iOwned byIndividuals and companies registered as having significant control over this company, from the Companies House PSC (persons with significant control) register. People whose ownership could not be confirmed to one individual are not listed as confirmed owners.
- Yvonne Marie Cooper
significant influence · notified 2016-06-21 - Kerry Jane Ann Lee
significant influence · notified 2016-06-21
Group
- Independent Wealth Management Consultants LTD
is controlled by Yvonne Marie Cooper
Evidence
active significant influence · notified 2016-06-21 · source: Companies House PSC register
Ultimately controlled by Yvonne Marie Cooper.
1 other company in this group
Ownership paths are calculated from Companies House persons-with-significant-control filings. Each step shows the filed nature of control and dates; a step marked "ceased" is historical, not current.
Financials
- Net assets
- £526,288
- Total assets
- £526,288
- Cash
- £538,622
- Employees
- 10
- Turnover
- Not reported (small or micro-entity accounts)
Filed as Full accounts (audit exempt).
Five-year trend
| Period ending | Turnover | Net assets |
|---|---|---|
| 2026-03-31 | Not reported | £526,288 |
| 2026-03-31 | Not reported | £526,288 |
Figures from accounts filed at Companies House (iXBRL), period ending 2026-03-31. Where turnover is absent, small and micro-entity accounts are not required to report it, so it is not shown as zero.
Board analysis
Board DNA
How this board is put together, from the Companies House officer record and Charity Commission trustee records - deterministic, no AI.iBoard compositionCounted from the dated Companies House officer record: the current directors only, past directors excluded.
2 directors on the board
- Yvonne Marie Cooper Director · appointed 2010
- Kerry Jane Ann Lee Director · appointed 2007
Directors past 6 years
- Yvonne Marie Cooper Director · appointed 2010
- Kerry Jane Ann Lee Director · appointed 2007
First-time vs portfolio directors
Portfolio (2)
- Yvonne Marie Cooper Director · appointed 2010
- Kerry Jane Ann Lee Director · appointed 2007
Where else this board sits iWhere else this board sitsThe charitable fields these directors govern in elsewhere, by Charity Commission classification. Excludes this company and any charity it is the legal face of.
The sectors these directors govern in elsewhere. This company, and any charity it is the legal face of, are excluded - counting them would just tell you what you are already looking at.
Gaps to watch
- Several long-serving directors could step down together
Where to look Suggested search: succession planning for long-tenured seats.
Sources
Official record from Companies House. Governance Register calculates the connections.
Record details
- Company number
- 01102335
- Status
- Active
- Type
- Private Limited Company
- Edition
- Register edition compiled 4th October 2026
- Labels
- Official record from Companies House · Calculated derived by Governance Register.
Contains public sector information licensed under the Open Government Licence v3.0. Report an issue · How we handle data