ABOUT COOPER ASSOCIATES WEALTH MANAGEMENT LIMITED
, it must be based on an appreciation of your individual circumstances. We advise on many aspects of wealth management, helping individuals of widely differing financial resources or life stages.
We provide tailored solutions to our clients and offer advice on Investment Planning, Pensions, Inheritance Tax Planning, Mortgages and certain types of specialist Insurance. With offices in Taunton, Exeter and Bristol we have an adviser close to you.
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The Partner Practice represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website
www.sjp.co.uk/about-st-james-place/our-business/our-products-and-services
Cooper Associates Wealth Management Ltd is registered in England and Wales, Number 06890675. Registered Office: 40 St James Buildings, St James Street, Taunton, Somerset, TA1 1JR.
KEY FINANCES
Year
2016
Assets
£720.13k
▲ £204.01k (39.53 %)
Cash
£173.91k
▼ £-71.5k (-29.13 %)
Liabilities
£767.15k
▲ £163.62k (27.11 %)
Net Worth
£-47.02k
▼ £40.38k (-46.20 %)
REGISTRATION INFO
-
Check the company
-
UK
-
Taunton Deane
- Company name
- COOPER ASSOCIATES WEALTH MANAGEMENT LIMITED
- Company number
- 06890675
- Status
-
Active
- Categroy
- Private Limited Company
- Date of Incorporation
-
29 Apr 2009
Age - 15 years
- Home Country
- United Kingdom
CONTACTS
- Website
- www.cooperassociateswm.com
- Phones
-
01823 273 130
01454 629 610
01392 267 278
01189 298 210
01803 313 525
- Registered Address
- 40 ST JAMES BUILDINGS,
ST JAMES STREET,
TAUNTON,
SOMERSET,
TA1 1JR
ECONOMIC ACTIVITIES
- 64999
- Financial intermediation not elsewhere classified
LAST EVENTS
- 09 May 2017
- Confirmation statement made on 29 April 2017 with updates
- 16 Mar 2017
- Total exemption small company accounts made up to 30 November 2016
- 21 Nov 2016
- Appointment of Samantha Dawn Jackson as a director on 9 November 2016
CHARGES
-
3 June 2016
- Status
- Outstanding
- Delivered
- 6 June 2016
-
Persons entitled
- Metro Bank PLC
- Description
- Fixed and floating charges over the undertaking and all…
See Also
Last update 2018
COOPER ASSOCIATES WEALTH MANAGEMENT LIMITED DIRECTORS
Glyn Anthony Cooper
Acting
PSC
- Appointed
- 14 May 2010
- Occupation
- Director
- Role
- Director
- Age
- 70
- Nationality
- British
- Address
- 40 St James Buildings, St James Street, Taunton, Somerset, United Kingdom, TA1 1JR
- Country Of Residence
- England
- Name
- COOPER, Glyn Anthony
- Notified On
- 6 April 2016
- Country Registered
- United Kingdom
- Nature Of Control
- Ownership of shares – 75% or more
- Place Registered
- England & Wales
Lee Anthony Cooper
Acting
- Appointed
- 29 April 2009
- Occupation
- Director
- Role
- Director
- Age
- 45
- Nationality
- British
- Address
- 40 St James Buildings, St James Street, Taunton, Somerset, United Kingdom, TA1 1JR
- Country Of Residence
- United Kingdom
- Name
- COOPER, Lee Anthony
Samantha Dawn Jackson
Acting
- Appointed
- 09 November 2016
- Occupation
- Managing Director
- Role
- Director
- Age
- 39
- Nationality
- British
- Address
- 40 St James Buildings, St James Street, Taunton, Somerset, United Kingdom, TA1 1JR
- Country Of Residence
- United Kingdom
- Name
- JACKSON, Samantha Dawn
Graham Robertson Stephens
Resigned
- Appointed
- 29 April 2009
- Resigned
- 29 April 2009
- Occupation
- Managing Director
- Role
- Director
- Age
- 75
- Nationality
- British
- Address
- 16 Churchill Way, Cardiff, South Glamorgan, CF10 2DX
- Country Of Residence
- United Kingdom
- Name
- STEPHENS, Graham Robertson
REVIEWS
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Very good according to the company’s financial health.
