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Companies/07071899

Coole Bevis Wealth Management Limited

Private Limited Company · Worthing

ActiveUnited KingdomIncorporated 2009Private Limited Company
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Ownership evidence

Reported ownership and control rights in this business, with source dates.

Reported ownership & control

2 without an end date · 2 ceased
Carpenter Box Wealth Management LlpCorporate
Shares: over 25%, up to 50%

Notified 2016-04-06 · No cessation recorded

Source record 134780146
Coole Bevis LlpCorporate
Shares: over 25%, up to 50%

Notified 2016-04-06 · No cessation recorded

Source record 134780147
Show 2 ceased records
Coole Bevis LlpCorporate
Shares: over 25%, up to 50%Voting rights: over 25%, up to 50%

Notified 2016-04-06 · Ceased 2021-11-19

Source record 131217429
Carpenter Box Wealth Management LlpCorporate
Shares: over 25%, up to 50%Voting rights: over 25%, up to 50%

Notified 2016-04-06 · Ceased 2021-11-19

Source record 135060392

People behind the business

Current appointments and the wider business interests of each person.

Appointments

2 current · 5 historical
PO
Paul OllertonCurrent director
Appointed 2025-08-08 · 1 yr · Director
+26 others
RT
Roy ThompsonCurrent director
Appointed 2018-01-02 · 8 yrs · Financial Adviser
+5 others
Show 5 historical appointments
KB
Kevin BlakeResigned director
Resigned 2010-11-23 · 14 yrs · Accountant
KB
Kevin BlakeResigned director
Resigned 2009-11-10 · 1 yr · Accountant
AB
Alexander BowersResigned director
Resigned 2009-11-10 · 2 yrs · Solicitor
AH
Andrew HoltResigned director
Resigned 2009-11-10 · 2 yrs · Solicitor
SF
Simon FoxResigned director
Resigned 2009-11-10 · 8 yrs · Financial Advisor

Board profile

People with appointments
2
Directors assessed
2
Median age
51
Under 35
0
65 and over
0
Disqualified match
None active