The above diagram shows the color scheme of the layout in the main result page. The parent entities and officers are those entities, including individual and legal persons, have significant controls over the company in focus. The offspring entities and appointments are those entities that the company in focus can influence on.

Clicking the links on parent entities or officers, and offspring entities or managed companies will put them in focus and show upstream or downstream connections. In general, ascendant entities can be found by moving toward upstream, and descendant entities are by toward downstream. In this way, progenitor entities such as grandparent companies (parents of parent), sibling companies (children of parent), partner companies (parents of child), and progeny entities such as grandchild companies (children of child) can be found easily.

Parent entities and officers
Active 5
  • 1
    Cooper, Lee Anthony
    Director born in September 1979
    Individual (10 offsprings)
    Officer
    2009-04-29 ~ now
    OF - Director → CIF 0
  • 2
    Cooper, Diana
    Operations And Finance Director born in July 1984
    Individual (8 offsprings)
    Officer
    2018-01-01 ~ now
    OF - Director → CIF 0
  • 3
    Cooper, Jack William
    Managing Director born in March 1989
    Individual (9 offsprings)
    Officer
    2019-09-01 ~ now
    OF - Director → CIF 0
  • 4
    Jackson, Samantha Dawn
    Managing Director born in February 1986
    Individual (9 offsprings)
    Officer
    2016-11-09 ~ now
    OF - Director → CIF 0
  • 5
    COOPER ASSOCIATES INVESTMENTS LIMITED - 2016-04-02
    40, St James Buildings, St James Street, Taunton, Somerset, United Kingdom
    Active Corporate (5 parents, 3 offsprings)
    Equity (Company account)
    202,317 GBP2023-12-31
    Person with significant control
    2016-04-06 ~ now
    PE - Ownership of shares – 75% or more → CIF 0
    PE - Ownership of voting rights - 75% or more → CIF 0
    PE - Right to appoint or remove directors → CIF 0
Ceased 2
  • 1
    Cooper, Glyn Anthony
    Director born in December 1954
    Individual
    Officer
    2010-05-14 ~ 2018-07-02
    OF - Director → CIF 0
  • 2
    Stephens, Graham Robertson
    Managing Director born in January 1950
    Individual (16 offsprings)
    Officer
    2009-04-29 ~ 2009-04-29
    OF - Director → CIF 0
parent relation
Company in focus

COOPER ASSOCIATES WEALTH MANAGEMENT LIMITED

Previous name
COOPER ASSOCIATES IFA LIMITED - 2009-11-24
Standard Industrial Classification
64999 - Financial Intermediation Not Elsewhere Classified
Brief company account
Intangible Assets
2,861,246 GBP2023-12-31
3,293,158 GBP2022-12-31
Property, Plant & Equipment
69,711 GBP2023-12-31
76,023 GBP2022-12-31
Fixed Assets - Investments
24,480 GBP2023-12-31
26,480 GBP2022-12-31
Fixed Assets
2,955,437 GBP2023-12-31
3,395,661 GBP2022-12-31
Debtors
Current
2,044,910 GBP2023-12-31
2,365,590 GBP2022-12-31
Cash at bank and in hand
190,339 GBP2023-12-31
160,921 GBP2022-12-31
Current Assets
2,235,249 GBP2023-12-31
2,526,511 GBP2022-12-31
Net Current Assets/Liabilities
1,005,714 GBP2023-12-31
1,193,386 GBP2022-12-31
Total Assets Less Current Liabilities
3,961,151 GBP2023-12-31
4,589,047 GBP2022-12-31
Creditors
Non-current, Amounts falling due after one year
-2,491,024 GBP2023-12-31
-2,667,354 GBP2022-12-31
Net Assets/Liabilities
925,790 GBP2023-12-31
1,377,356 GBP2022-12-31
Equity
Called up share capital
100 GBP2023-12-31
100 GBP2022-12-31
Retained earnings (accumulated losses)
925,690 GBP2023-12-31
1,377,256 GBP2022-12-31
Equity
925,790 GBP2023-12-31
1,377,356 GBP2022-12-31
Average Number of Employees
132023-01-01 ~ 2023-12-31
102021-12-01 ~ 2022-12-31
Intangible Assets - Gross Cost
Goodwill
4,703,182 GBP2023-12-31
4,703,182 GBP2022-12-31
Intangible Assets - Gross Cost
4,703,182 GBP2023-12-31
4,703,182 GBP2022-12-31
Intangible Assets - Accumulated Amortisation & Impairment
Goodwill
1,841,936 GBP2023-12-31
1,410,024 GBP2022-12-31
Intangible Assets - Accumulated Amortisation & Impairment
1,841,936 GBP2023-12-31
1,410,024 GBP2022-12-31
Intangible Assets - Increase From Amortisation Charge for Year
Goodwill
431,912 GBP2023-01-01 ~ 2023-12-31
Intangible Assets - Increase From Amortisation Charge for Year
431,912 GBP2023-01-01 ~ 2023-12-31
Intangible Assets
Goodwill
2,861,246 GBP2023-12-31
3,293,158 GBP2022-12-31
Property, Plant & Equipment - Gross Cost
Land and buildings
100,879 GBP2023-12-31
100,879 GBP2022-12-31
Tools/Equipment for furniture and fittings
55,942 GBP2023-12-31
55,942 GBP2022-12-31
Other
59,919 GBP2023-12-31
61,220 GBP2022-12-31
Property, Plant & Equipment - Gross Cost
216,740 GBP2023-12-31
218,041 GBP2022-12-31
Property, Plant & Equipment - Disposals
Other
-2,312 GBP2023-01-01 ~ 2023-12-31
Property, Plant & Equipment - Disposals
-2,312 GBP2023-01-01 ~ 2023-12-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Land and buildings
42,185 GBP2023-12-31
38,150 GBP2022-12-31
Tools/Equipment for furniture and fittings
50,413 GBP2023-12-31
49,031 GBP2022-12-31
Other
54,431 GBP2023-12-31
54,837 GBP2022-12-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
147,029 GBP2023-12-31
142,018 GBP2022-12-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
Land and buildings
4,035 GBP2023-01-01 ~ 2023-12-31
Tools/Equipment for furniture and fittings
1,382 GBP2023-01-01 ~ 2023-12-31
Other
1,831 GBP2023-01-01 ~ 2023-12-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
7,248 GBP2023-01-01 ~ 2023-12-31
Property, Plant & Equipment - Decrease in depreciation and impairment related to disposals
Other
-2,237 GBP2023-01-01 ~ 2023-12-31
Property, Plant & Equipment - Decrease in depreciation and impairment related to disposals
-2,237 GBP2023-01-01 ~ 2023-12-31
Property, Plant & Equipment
Land and buildings
58,694 GBP2023-12-31
62,729 GBP2022-12-31
Tools/Equipment for furniture and fittings
5,529 GBP2023-12-31
6,911 GBP2022-12-31
Other
5,488 GBP2023-12-31
6,383 GBP2022-12-31
Investments in Subsidiaries
24,480 GBP2023-12-31
26,480 GBP2022-12-31
Cost valuation
24,480 GBP2023-12-31
26,480 GBP2022-12-31
Trade Debtors/Trade Receivables
566,056 GBP2023-12-31
601,323 GBP2022-12-31
Amounts Owed By Related Parties
1,471,693 GBP2023-12-31
1,207,521 GBP2022-12-31
Other Debtors
7,161 GBP2023-12-31
556,746 GBP2022-12-31
Total Borrowings
Current, Amounts falling due within one year
205,950 GBP2023-12-31
469,408 GBP2022-12-31
Trade Creditors/Trade Payables
806,474 GBP2023-12-31
802,187 GBP2022-12-31
Amounts Owed to Related Parties
47,718 GBP2023-12-31
2,000 GBP2022-12-31
Taxation/Social Security Payable
18,399 GBP2023-12-31
19,007 GBP2022-12-31
Total Borrowings
Non-current, Amounts falling due after one year
2,491,024 GBP2023-12-31
2,667,354 GBP2022-12-31
Bank Borrowings
Current
95,067 GBP2022-12-31
Other Remaining Borrowings
Current
205,950 GBP2023-12-31
374,341 GBP2022-12-31
Total Borrowings
Current
205,950 GBP2023-12-31
469,408 GBP2022-12-31
Bank Borrowings
Non-current
462,322 GBP2022-12-31
Other Remaining Borrowings
Non-current
2,491,024 GBP2023-12-31
2,205,032 GBP2022-12-31
Total Borrowings
Non-current
2,491,024 GBP2023-12-31
2,667,354 GBP2022-12-31
Par Value of Share
Class 1 ordinary share
12023-01-01 ~ 2023-12-31
Number of Shares Issued (Fully Paid)
Class 1 ordinary share
100 shares2023-12-31
100 shares2022-12-31
Related profiles found in government register
  • COOPER ASSOCIATES WEALTH MANAGEMENT LIMITED
    Info
    COOPER ASSOCIATES IFA LIMITED - 2009-11-24
    Registered number 06890675
    40 St James Buildings, St James Street, Taunton, Somerset TA1 1JR
    Private Limited Company incorporated on 2009-04-29 (16 years 2 months). The company status is Active.
    The last date of confirmation statement was made at 2024-04-29
    CIF 0
  • COOPER ASSOCIATES WEALTH MANAGEMENT LIMITED
    S
    Registered number 06890675
    40 St James Buildings, St. James Street, Taunton, England, TA1 1JR
    Private Limited Company in Companies House, England
    CIF 1 CIF 2
  • COOPER ASSOCIATES WEALTH MANAGEMENT LIMITED
    S
    Registered number 06890675
    40, St. James Street, Taunton, England, TA1 1JR
    Private Limited Company in Companies House, England
    CIF 3
(more)
child relation
Offspring entities and appointments
Active 4
  • 1
    JOHN MORRISON WEALTH MANAGEMENT LIMITED - 2018-05-30
    40 St James Buildings, St. James Street, Taunton, England
    Active Corporate (6 parents)
    Equity (Company account)
    335,068 GBP2024-04-30
    Person with significant control
    2024-10-23 ~ now
    CIF 2 - Ownership of shares – 75% or more → OE
    CIF 2 - Ownership of voting rights - 75% or more → OE
    CIF 2 - Right to appoint or remove directors → OE
  • 2
    Ground Floor Blackbrook Gate 1, Blackbrook Business Park, Taunton, Somerset
    Active Corporate (2 parents)
    Equity (Company account)
    124,076 GBP2023-12-31
    Person with significant control
    2016-04-06 ~ now
    CIF 5 - Right to appoint or remove directors → OE
    CIF 6 - Ownership of voting rights - More than 50% but less than 75% → OE
    CIF 4 - Ownership of shares – More than 50% but less than 75% → OE
  • 3
    40 St James Buildings, St. James Street, Taunton, England
    Active Corporate (5 parents)
    Equity (Company account)
    312,083 GBP2023-12-31
    Person with significant control
    2024-11-22 ~ now
    CIF 1 - Ownership of shares – 75% or more → OE
    CIF 1 - Ownership of voting rights - 75% or more → OE
    CIF 1 - Right to appoint or remove directors → OE
  • 4
    40 St. James Street, Taunton, England
    Dissolved Corporate (5 parents)
    Equity (Company account)
    39,999 GBP2022-02-28
    Person with significant control
    2022-10-05 ~ dissolved
    CIF 3 - Ownership of shares – 75% or more → OE
    CIF 3 - Ownership of voting rights - 75% or more → OE
    CIF 3 - Right to appoint or remove directors → OE

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Contains public sector information retrieved at 24 April 2025 and licensed under the Open Government Licence v3.0.