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 6
  • 1
    Cooper, Lee Anthony
    Chairman born in September 1979
    Individual (10 offsprings)
    Officer
    2024-10-23 ~ now
    OF - Director → CIF 0
  • 2
    Morrison, John
    Director born in April 1963
    Individual (2 offsprings)
    Officer
    2010-04-09 ~ now
    OF - Director → CIF 0
  • 3
    Cooper, Diana
    Director born in July 1984
    Individual (8 offsprings)
    Officer
    2024-10-23 ~ now
    OF - Director → CIF 0
  • 4
    Cooper, Jack William
    Director born in March 1989
    Individual (9 offsprings)
    Officer
    2024-10-23 ~ now
    OF - Director → CIF 0
  • 5
    Jackson, Samantha Dawn
    Ceo born in February 1986
    Individual (9 offsprings)
    Officer
    2024-10-23 ~ now
    OF - Director → CIF 0
  • 6
    COOPER ASSOCIATES IFA LIMITED - 2009-11-24
    40 St James Buildings, St. James Street, Taunton, England
    Active Corporate (5 parents, 4 offsprings)
    Equity (Company account)
    925,790 GBP2023-12-31
    Person with significant control
    2024-10-23 ~ 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
    Mr John Morrison
    Born in April 1963
    Individual (2 offsprings)
    Person with significant control
    2016-04-06 ~ 2024-10-23
    PE - Ownership of shares – 75% or more → CIF 0
  • 2
    Brett, Ceren
    Director born in September 1968
    Individual
    Officer
    2010-04-09 ~ 2014-05-19
    OF - Director → CIF 0
    Brett, Ceren
    Individual
    Officer
    2010-04-09 ~ 2014-05-19
    OF - Secretary → CIF 0
parent relation
Company in focus

FOUR WEALTH MANAGEMENT LIMITED

Previous name
JOHN MORRISON WEALTH MANAGEMENT LIMITED - 2018-05-30
Standard Industrial Classification
64999 - Financial Intermediation Not Elsewhere Classified
Brief company account
Intangible Assets
210,297 GBP2024-04-30
323,260 GBP2023-04-30
Property, Plant & Equipment
3,039 GBP2024-04-30
10,372 GBP2023-04-30
Fixed Assets - Investments
4,000 GBP2023-04-30
Fixed Assets
213,336 GBP2024-04-30
337,632 GBP2023-04-30
Debtors
212,600 GBP2024-04-30
143,310 GBP2023-04-30
Cash at bank and in hand
319,196 GBP2024-04-30
273,420 GBP2023-04-30
Current Assets
531,796 GBP2024-04-30
416,730 GBP2023-04-30
Creditors
Current
319,613 GBP2024-04-30
308,069 GBP2023-04-30
Net Current Assets/Liabilities
212,183 GBP2024-04-30
108,661 GBP2023-04-30
Total Assets Less Current Liabilities
425,519 GBP2024-04-30
446,293 GBP2023-04-30
Creditors
Non-current
-89,873 GBP2024-04-30
-131,814 GBP2023-04-30
Net Assets/Liabilities
335,068 GBP2024-04-30
310,279 GBP2023-04-30
Equity
Called up share capital
100 GBP2024-04-30
100 GBP2023-04-30
Retained earnings (accumulated losses)
334,968 GBP2024-04-30
310,179 GBP2023-04-30
Equity
335,068 GBP2024-04-30
310,279 GBP2023-04-30
Average Number of Employees
92023-05-01 ~ 2024-04-30
92022-05-01 ~ 2023-04-30
Intangible Assets - Gross Cost
Net goodwill
192,000 GBP2024-04-30
192,000 GBP2023-04-30
Other than goodwill
1,290,666 GBP2024-04-30
1,293,014 GBP2023-04-30
Intangible Assets - Gross Cost
1,482,666 GBP2024-04-30
1,485,014 GBP2023-04-30
Intangible assets - Disposals
-2,348 GBP2023-05-01 ~ 2024-04-30
Intangible Assets - Accumulated Amortisation & Impairment
Net goodwill
192,000 GBP2024-04-30
186,080 GBP2023-04-30
Other than goodwill
1,080,369 GBP2024-04-30
975,674 GBP2023-04-30
Intangible Assets - Accumulated Amortisation & Impairment
1,272,369 GBP2024-04-30
1,161,754 GBP2023-04-30
Intangible Assets - Increase From Amortisation Charge for Year
Net goodwill
5,920 GBP2023-05-01 ~ 2024-04-30
Other than goodwill
105,728 GBP2023-05-01 ~ 2024-04-30
Intangible Assets - Increase From Amortisation Charge for Year
111,648 GBP2023-05-01 ~ 2024-04-30
Intangible assets - Disposals and decrease in the amortization or impairment
-1,033 GBP2023-05-01 ~ 2024-04-30
Intangible Assets
Other than goodwill
210,297 GBP2024-04-30
317,340 GBP2023-04-30
Net goodwill
5,920 GBP2023-04-30
Property, Plant & Equipment - Gross Cost
Furniture and fittings
15,733 GBP2024-04-30
68,014 GBP2023-04-30
Property, Plant & Equipment - Disposals
Furniture and fittings
-53,893 GBP2023-05-01 ~ 2024-04-30
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Furniture and fittings
12,694 GBP2024-04-30
57,642 GBP2023-04-30
Property, Plant & Equipment - Increase From Depreciation Charge for Year
Furniture and fittings
4,762 GBP2023-05-01 ~ 2024-04-30
Property, Plant & Equipment - Decrease in depreciation and impairment related to disposals
Furniture and fittings
-49,710 GBP2023-05-01 ~ 2024-04-30
Property, Plant & Equipment
Furniture and fittings
3,039 GBP2024-04-30
10,372 GBP2023-04-30
Other Investments Other Than Loans
Cost valuation
4,000 GBP2023-04-30
Disposals
-4,000 GBP2024-04-30
Other Investments Other Than Loans
4,000 GBP2023-04-30
Trade Debtors/Trade Receivables
Amounts falling due within one year, Current
186,422 GBP2024-04-30
63,378 GBP2023-04-30
Other Debtors
Amounts falling due within one year, Current
26,178 GBP2024-04-30
79,932 GBP2023-04-30
Debtors
Amounts falling due within one year, Current
212,600 GBP2024-04-30
143,310 GBP2023-04-30
Bank Borrowings/Overdrafts
Current
49,410 GBP2024-04-30
44,149 GBP2023-04-30
Trade Creditors/Trade Payables
Current
107,481 GBP2024-04-30
68,602 GBP2023-04-30
Other Taxation & Social Security Payable
Current
145,026 GBP2024-04-30
98,451 GBP2023-04-30
Other Creditors
Current
17,696 GBP2024-04-30
96,867 GBP2023-04-30
Bank Borrowings/Overdrafts
Non-current
89,873 GBP2024-04-30
131,814 GBP2023-04-30
Bank Borrowings
Secured
139,283 GBP2024-04-30
175,963 GBP2023-04-30
  • FOUR WEALTH MANAGEMENT LIMITED
    Info
    JOHN MORRISON WEALTH MANAGEMENT LIMITED - 2018-05-30
    Registered number 07218115
    40 St James Buildings, St. James Street, Taunton TA1 1JR
    Private Limited Company incorporated on 2010-04-09 (15 years 3 months). The company status is Active.
    The last date of confirmation statement was made at 2024-04-09
    CIF 0
child relation
Offspring entities and appointments
Active 0
  • Not found in our database.

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