Coole Bevis Wealth Management Limited
Company 07071899 Active
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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.
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.
Related organisations iRelated organisationsCompanies whose board overlaps with this one through the same people. Deterministic, from public records.
- Whitefriars Financial Services Limited 1 shared director
- Futura Wealth Management LTD 1 shared director
- Simpson Kelly Associates LTD. 1 shared director
- IT Document Solutions LTD 1 shared director
- Jones Financial (Norwich) Limited 1 shared director
- Itds Group Holdings Limited 1 shared director
Companies whose board overlaps with this one through the same people. Deterministic, from public records.
Company details
| Number | 07071899 |
| Status | Active |
| Type | Private Limited Company |
| Incorporated | 10/11/2009 |
| Address | CRESCENT HOUSE,, CRESCENT ROAD, WORTHING, WEST SUSSEX, BN11 1RN |
| Accounts next due | 30/09/2026 |
| Accounts last made up | 31/03/2025 |
Industry (SIC)
Ownership - persons with significant control (4)
- Carpenter Box Wealth Management Llp
ownership of shares 25-50% - Coole Bevis Llp
ownership of shares 25-50% - Coole Bevis Llp ceased 2021
ownership of shares 25-50% voting rights 25-50% - Carpenter Box Wealth Management Llp ceased 2021
ownership of shares 25-50% voting rights 25-50%
Officers (7)
- Paul Michael Ollerton Director · appointed 2025
- Roy Matthew Thompson Director · appointed 2018
Show 5 former officers
- Kevin Neil Blake Director · appointed 2010 · resigned 2025
- Andrew Stephen Holt Director · appointed 2009 · resigned 2012
- Simon Alston Fox Director · appointed 2009 · resigned 2018
- Alexander Christopher Bowers Director · appointed 2009 · resigned 2012
- Kevin Neil Blake Director · appointed 2009 · resigned 2010
Directors and officers on the Companies House record, current and former.
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