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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, Jack William
    Born in March 1989
    Individual (9 offsprings)
    Officer
    icon of calendar 2019-09-01 ~ now
    OF - Director → CIF 0
  • 2
    Cooper, Lee Anthony
    Born in September 1979
    Individual (10 offsprings)
    Officer
    icon of calendar 2009-04-29 ~ now
    OF - Director → CIF 0
  • 3
    Jackson, Samantha Dawn
    Born in February 1986
    Individual (9 offsprings)
    Officer
    icon of calendar 2016-11-09 ~ now
    OF - Director → CIF 0
  • 4
    Cooper, Diana
    Born in July 1984
    Individual (8 offsprings)
    Officer
    icon of calendar 2018-01-01 ~ now
    OF - Director → CIF 0
  • 5
    COOPER ASSOCIATES INVESTMENTS LIMITED - 2016-04-02
    icon of address40, St James Buildings, St James Street, Taunton, Somerset, United Kingdom
    Active Corporate (5 parents, 3 offsprings)
    Equity (Company account)
    355,822 GBP2024-12-31
    Person with significant control
    icon of calendar 2016-04-06 ~ now
    PE - Ownership of voting rights - 75% or more → CIF 0
    PE - Right to appoint or remove directors → CIF 0
    PE - Ownership of shares – 75% or more → CIF 0
Ceased 2
  • 1
    Cooper, Glyn Anthony
    Director born in December 1954
    Individual
    Officer
    icon of calendar 2010-05-14 ~ 2018-07-02
    OF - Director → CIF 0
  • 2
    Stephens, Graham Robertson
    Managing Director born in January 1950
    Individual (17 offsprings)
    Officer
    icon of calendar 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
Par Value of Share
Class 1 ordinary share
12024-01-01 ~ 2024-12-31
Intangible Assets
7,909,645 GBP2024-12-31
2,861,246 GBP2023-12-31
Property, Plant & Equipment
68,599 GBP2024-12-31
69,711 GBP2023-12-31
Fixed Assets - Investments
24,480 GBP2024-12-31
24,480 GBP2023-12-31
Fixed Assets
8,002,724 GBP2024-12-31
2,955,437 GBP2023-12-31
Debtors
2,639,000 GBP2024-12-31
2,044,910 GBP2023-12-31
Cash at bank and in hand
1,043,366 GBP2024-12-31
190,339 GBP2023-12-31
Current Assets
3,682,366 GBP2024-12-31
2,235,249 GBP2023-12-31
Creditors
Current
2,402,370 GBP2024-12-31
1,229,535 GBP2023-12-31
Net Current Assets/Liabilities
1,279,996 GBP2024-12-31
1,005,714 GBP2023-12-31
Total Assets Less Current Liabilities
9,282,720 GBP2024-12-31
3,961,151 GBP2023-12-31
Creditors
Non-current
-5,801,461 GBP2024-12-31
-2,491,024 GBP2023-12-31
Net Assets/Liabilities
1,007,423 GBP2024-12-31
925,790 GBP2023-12-31
Equity
Called up share capital
100 GBP2024-12-31
100 GBP2023-12-31
Retained earnings (accumulated losses)
1,007,323 GBP2024-12-31
925,690 GBP2023-12-31
Equity
1,007,423 GBP2024-12-31
925,790 GBP2023-12-31
Average Number of Employees
172024-01-01 ~ 2024-12-31
132023-01-01 ~ 2023-12-31
Intangible Assets - Gross Cost
Net goodwill
10,267,698 GBP2024-12-31
4,703,182 GBP2023-12-31
Intangible Assets - Accumulated Amortisation & Impairment
Net goodwill
2,358,053 GBP2024-12-31
1,841,936 GBP2023-12-31
Intangible Assets - Increase From Amortisation Charge for Year
Net goodwill
516,117 GBP2024-01-01 ~ 2024-12-31
Intangible Assets
Net goodwill
7,909,645 GBP2024-12-31
2,861,246 GBP2023-12-31
Property, Plant & Equipment - Gross Cost
Improvements to leasehold property
100,879 GBP2024-12-31
100,879 GBP2023-12-31
Furniture and fittings
55,942 GBP2024-12-31
55,942 GBP2023-12-31
Computers
46,825 GBP2024-12-31
59,919 GBP2023-12-31
Property, Plant & Equipment - Gross Cost
203,646 GBP2024-12-31
216,740 GBP2023-12-31
Property, Plant & Equipment - Disposals
Computers
-21,191 GBP2024-01-01 ~ 2024-12-31
Property, Plant & Equipment - Disposals
-21,191 GBP2024-01-01 ~ 2024-12-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Improvements to leasehold property
46,220 GBP2024-12-31
42,185 GBP2023-12-31
Furniture and fittings
51,519 GBP2024-12-31
50,413 GBP2023-12-31
Computers
37,308 GBP2024-12-31
54,431 GBP2023-12-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
135,047 GBP2024-12-31
147,029 GBP2023-12-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
Improvements to leasehold property
4,035 GBP2024-01-01 ~ 2024-12-31
Furniture and fittings
1,106 GBP2024-01-01 ~ 2024-12-31
Computers
2,466 GBP2024-01-01 ~ 2024-12-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
7,607 GBP2024-01-01 ~ 2024-12-31
Property, Plant & Equipment - Decrease in depreciation and impairment related to disposals
Computers
-19,589 GBP2024-01-01 ~ 2024-12-31
Property, Plant & Equipment - Decrease in depreciation and impairment related to disposals
-19,589 GBP2024-01-01 ~ 2024-12-31
Property, Plant & Equipment
Improvements to leasehold property
54,659 GBP2024-12-31
58,694 GBP2023-12-31
Furniture and fittings
4,423 GBP2024-12-31
5,529 GBP2023-12-31
Computers
9,517 GBP2024-12-31
5,488 GBP2023-12-31
Trade Debtors/Trade Receivables
Current
872,584 GBP2024-12-31
566,056 GBP2023-12-31
Amounts Owed by Group Undertakings
Current
1,760,416 GBP2024-12-31
1,471,693 GBP2023-12-31
Other Debtors
Current
6,000 GBP2024-12-31
1,026 GBP2023-12-31
Debtors
Amounts falling due within one year, Current
2,639,000 GBP2024-12-31
Current, Amounts falling due within one year
2,044,910 GBP2023-12-31
Bank Borrowings/Overdrafts
Current
635,370 GBP2024-12-31
205,950 GBP2023-12-31
Trade Creditors/Trade Payables
Current
1,455,033 GBP2024-12-31
806,474 GBP2023-12-31
Amounts owed to group undertakings
Current
4,132 GBP2024-12-31
47,718 GBP2023-12-31
Corporation Tax Payable
Current
245,086 GBP2024-12-31
96,368 GBP2023-12-31
Other Taxation & Social Security Payable
Current
31,407 GBP2024-12-31
18,399 GBP2023-12-31
Other Creditors
Current
3,758 GBP2024-12-31
3,320 GBP2023-12-31
Accrued Liabilities/Deferred Income
Current
27,584 GBP2024-12-31
51,306 GBP2023-12-31
Bank Borrowings/Overdrafts
Non-current
5,801,461 GBP2024-12-31
2,491,024 GBP2023-12-31
Bank Borrowings
Current, Amounts falling due within one year
205,950 GBP2023-12-31
Non-current, Between one and two years
2,491,024 GBP2023-12-31
Number of Shares Issued (Fully Paid)
Class 1 ordinary share
100 shares2024-12-31
Related profiles found in government register
  • COOPER ASSOCIATES WEALTH MANAGEMENT LIMITED
    Info
    COOPER ASSOCIATES IFA LIMITED - 2009-11-24
    Registered number 06890675
    icon of address40 St James Buildings, St James Street, Taunton, Somerset TA1 1JR
    PRIVATE LIMITED COMPANY incorporated on 2009-04-29 (16 years 7 months). The company status is Active.
    The last date of confirmation statement was made at 2025-04-29
    CIF 0
  • COOPER ASSOCIATES WEALTH MANAGEMENT LIMITED
    S
    Registered number 06890675
    icon of address40 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
    icon of address40, 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
    icon of address40 St James Buildings, St. James Street, Taunton, England
    Active Corporate (5 parents)
    Equity (Company account)
    335,068 GBP2024-04-30
    Person with significant control
    icon of calendar 2024-10-23 ~ now
    CIF 2 - Right to appoint or remove directors → OE
    CIF 2 - Ownership of voting rights - 75% or more → OE
    CIF 2 - Ownership of shares – 75% or more → OE
  • 2
    icon of address40 St James Buildings, St James Street, Taunton, Somerset, United Kingdom
    Active Corporate (2 parents)
    Equity (Company account)
    67,948 GBP2024-12-31
    Person with significant control
    icon of calendar 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
    icon of address40 St James Buildings, St. James Street, Taunton, England
    Active Corporate (5 parents)
    Equity (Company account)
    312,083 GBP2023-12-31
    Person with significant control
    icon of calendar 2024-11-22 ~ now
    CIF 1 - Right to appoint or remove directors → OE
    CIF 1 - Ownership of voting rights - 75% or more → OE
    CIF 1 - Ownership of shares – 75% or more → OE
  • 4
    icon of address40 St. James Street, Taunton, England
    Dissolved Corporate (5 parents)
    Equity (Company account)
    39,999 GBP2022-02-28
    Person with significant control
    icon of calendar 2022-10-05 ~ dissolved
    CIF 3 - Right to appoint or remove directors → OE
    CIF 3 - Ownership of voting rights - 75% or more → OE
    CIF 3 - Ownership of shares – 75% or more → OE

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Contains public sector information retrieved at 12 November 2025 and licensed under the Open Government Licence v3.0.