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Home > England & Wales Companies > COOPER ASSOCIATES WEALTH MANAGEMENT LIMITED
Company Information for

COOPER ASSOCIATES WEALTH MANAGEMENT LIMITED

40 ST JAMES BUILDINGS, ST JAMES STREET, TAUNTON, SOMERSET, TA1 1JR,
Company Registration Number
06890675
Private Limited Company
Active

Company Overview

About Cooper Associates Wealth Management Ltd
COOPER ASSOCIATES WEALTH MANAGEMENT LIMITED was founded on 2009-04-29 and has its registered office in Taunton. The organisation's status is listed as "Active". Cooper Associates Wealth Management Limited is a Private Limited Company registered in with Companies House and the accounts submission requirement is categorised as TOTAL EXEMPTION FULL
  • Company qualifies as a small company
  • Company has filed full accounts
  • Company is exempt from audit
  • Annual turnover is less than £6.5 million
  • The balance sheet total is less than £ 3.26 million
  • Employs less than 50 employees
Key Data
Company Name
COOPER ASSOCIATES WEALTH MANAGEMENT LIMITED
 
Legal Registered Office
40 ST JAMES BUILDINGS
ST JAMES STREET
TAUNTON
SOMERSET
TA1 1JR
Other companies in TA1
 
Previous Names
COOPER ASSOCIATES IFA LIMITED24/11/2009
Filing Information
Company Number 06890675
Company ID Number 06890675
Date formed 2009-04-29
Country 
Origin Country United Kingdom
Type Private Limited Company
CompanyStatus Active
Lastest accounts 31/12/2022
Account next due 30/09/2024
Latest return 29/04/2016
Return next due 27/05/2017
Type of accounts TOTAL EXEMPTION FULL
Last Datalog update: 2024-05-05 12:14:05
Primary Source:Companies House
There are multiple companies registered at this address, the registered address may be the accountant's offices for COOPER ASSOCIATES WEALTH MANAGEMENT LIMITED
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Company Officers of COOPER ASSOCIATES WEALTH MANAGEMENT LIMITED

Current Directors
Officer Role Date Appointed
GLYN ANTHONY COOPER
 Director 2010-05-14
LEE ANTHONY COOPER
 Director 2009-04-29
SAMANTHA DAWN JACKSON
 Director 2016-11-09
Previous Officers
Officer Role Date Appointed Date Resigned
GRAHAM ROBERTSON STEPHENS
 Director 2009-04-29 2009-04-29

Related Directorships

Officer Related Company Role Date Appointed Role StatusIncorporation dateCompany Status
GLYN ANTHONY COOPER COOPER ASSOCIATES GROUP LIMITED Director 2015-07-28 CURRENT 2015-07-13 Active
GLYN ANTHONY COOPER COOPER ASSOCIATES LIMITED Director 2010-05-14 CURRENT 2008-11-28 Active
LEE ANTHONY COOPER BROAD FINANCIAL SERVICES LIMITED Director 2017-11-01 CURRENT 2011-04-06 Active - Proposal to Strike off
LEE ANTHONY COOPER COOPER ASSOCIATES ACCOUNTANTS LIMITED Director 2016-03-16 CURRENT 2016-03-16 Active
LEE ANTHONY COOPER COOPER ASSOCIATES GROUP LIMITED Director 2015-07-13 CURRENT 2015-07-13 Active
LEE ANTHONY COOPER COOPER ASSOCIATES LIMITED Director 2008-11-28 CURRENT 2008-11-28 Active
SAMANTHA DAWN JACKSON COOPER ASSOCIATES LIMITED Director 2016-11-09 CURRENT 2008-11-28 Active
SAMANTHA DAWN JACKSON COOPER ASSOCIATES GROUP LIMITED Director 2016-11-09 CURRENT 2015-07-13 Active
SAMANTHA DAWN JACKSON COOPER ASSOCIATES ACCOUNTANTS LIMITED Director 2016-11-09 CURRENT 2016-03-16 Active

More director information

Corporation Filing History
Companies House Filing History
This is a record of the public documents (corporate filing) lodged from Companies House where the company has filed annual returns and other statutory filing documents. Examples of documents filed include: change of registered office, accounts filing, director/officer appointments & resignations, changes in share capital, shareholder members lists etc.

DateDocument TypeDocument Description
2024-04-30CONFIRMATION STATEMENT MADE ON 29/04/24, WITH UPDATES
2023-12-07STATEMENT OF SATISFACTION OF A CHARGE / FULL / CHARGE CODE 068906750001
2023-06-1931/12/22 ACCOUNTS TOTAL EXEMPTION FULL
2023-05-04CONFIRMATION STATEMENT MADE ON 29/04/23, WITH UPDATES
2022-09-16AA01Current accounting period extended from 30/11/22 TO 31/12/22
2022-07-14AA30/11/21 ACCOUNTS TOTAL EXEMPTION FULL
2022-05-09CS01CONFIRMATION STATEMENT MADE ON 29/04/22, WITH UPDATES
2021-06-25AA30/11/20 ACCOUNTS TOTAL EXEMPTION FULL
2021-05-10CS01CONFIRMATION STATEMENT MADE ON 29/04/21, WITH UPDATES
2020-07-30AA30/11/19 ACCOUNTS TOTAL EXEMPTION FULL
2020-04-30CS01CONFIRMATION STATEMENT MADE ON 29/04/20, WITH UPDATES
2019-12-19CH01Director's details changed for Jack Cooper on 2019-12-19
2019-09-02AP01DIRECTOR APPOINTED JACK COOPER
2019-05-31AA30/11/18 ACCOUNTS TOTAL EXEMPTION FULL
2019-05-01CS01CONFIRMATION STATEMENT MADE ON 29/04/19, WITH UPDATES
2019-03-19CH01Director's details changed for Lee Anthony Cooper on 2019-03-19
2018-12-10TM01APPOINTMENT TERMINATED, DIRECTOR GLYN ANTHONY COOPER
2018-12-10AP01DIRECTOR APPOINTED MRS DIANA COOPER
2018-05-01LATEST SOC01/05/18 STATEMENT OF CAPITAL;GBP 100
2018-05-01CS01CONFIRMATION STATEMENT MADE ON 29/04/18, WITH UPDATES
2018-04-18AA30/11/17 ACCOUNTS TOTAL EXEMPTION FULL
2017-08-18CH01DIRECTOR'S CHANGE OF PARTICULARS / LEE ANTHONY COOPER / 18/08/2017
2017-08-18CH01DIRECTOR'S CHANGE OF PARTICULARS / GLYN ANTHONY COOPER / 18/08/2017
2017-05-09LATEST SOC09/05/17 STATEMENT OF CAPITAL;GBP 100
2017-05-09CS01CONFIRMATION STATEMENT MADE ON 29/04/17, WITH UPDATES
2017-03-16AA30/11/16 ACCOUNTS TOTAL EXEMPTION SMALL
2016-11-21AP01DIRECTOR APPOINTED SAMANTHA DAWN JACKSON
2016-07-22AD03Registers moved to registered inspection location of Ground Floor Blackbrook Gate 1 Blackbrook Business Park Taunton Somerset TA1 2PX
2016-07-22AD02Register inspection address changed to Ground Floor Blackbrook Gate 1 Blackbrook Business Park Taunton Somerset TA1 2PX
2016-06-06MR01REGISTRATION OF A CHARGE / CHARGE CODE 068906750001
2016-05-11LATEST SOC11/05/16 STATEMENT OF CAPITAL;GBP 100
2016-05-11AR0129/04/16 ANNUAL RETURN FULL LIST
2016-04-12CH01DIRECTOR'S CHANGE OF PARTICULARS / LEE ANTHONY COOPER / 12/04/2016
2016-04-12CH01DIRECTOR'S CHANGE OF PARTICULARS / GLYN ANTHONY COOPER / 12/04/2016
2016-01-18AA30/11/15 ACCOUNTS TOTAL EXEMPTION SMALL
2015-05-07LATEST SOC07/05/15 STATEMENT OF CAPITAL;GBP 100
2015-05-07AR0129/04/15 ANNUAL RETURN FULL LIST
2015-02-18AA30/11/14 ACCOUNTS TOTAL EXEMPTION SMALL
2014-05-14LATEST SOC14/05/14 STATEMENT OF CAPITAL;GBP 100
2014-05-14AR0129/04/14 ANNUAL RETURN FULL LIST
2014-02-07AA30/11/13 ACCOUNTS TOTAL EXEMPTION SMALL
2013-05-28AA30/11/12 ACCOUNTS TOTAL EXEMPTION SMALL
2013-05-17AR0129/04/13 ANNUAL RETURN FULL LIST
2012-07-16AD01REGISTERED OFFICE CHANGED ON 16/07/2012 FROM 10 HAMMET STREET TAUNTON SOMERSET TA1 1RZ
2012-05-30AR0129/04/12 FULL LIST
2012-03-28AA30/11/11 TOTAL EXEMPTION SMALL
2011-05-20AA30/11/10 TOTAL EXEMPTION SMALL
2011-05-17AR0129/04/11 FULL LIST
2010-06-10AP01DIRECTOR APPOINTED GLYN ANTHONY COOPER
2010-05-21AR0129/04/10 FULL LIST
2010-05-21CH01DIRECTOR'S CHANGE OF PARTICULARS / LEE ANTHONY COOPER / 29/04/2010
2010-05-17AAACCOUNTS OF DORMANT COMPANY MADE UP TO 30/11/09
2010-05-17AA01PREVSHO FROM 30/04/2010 TO 30/11/2009
2010-03-09AD01REGISTERED OFFICE CHANGED ON 09/03/2010 FROM 9 THE CRESCENT TAUNTON SOMERSET TA1 4EA
2009-12-12AP01DIRECTOR APPOINTED LEE ANTHONY COOPER
2009-11-24SH0118/05/09 STATEMENT OF CAPITAL GBP 100
2009-11-24RES15CHANGE OF NAME 10/11/2009
2009-11-24CERTNMCOMPANY NAME CHANGED COOPER ASSOCIATES IFA LIMITED CERTIFICATE ISSUED ON 24/11/09
2009-11-24CONNOTNOTICE OF CHANGE OF NAME NM01 - RESOLUTION
2009-05-06288bAPPOINTMENT TERMINATED DIRECTOR GRAHAM STEPHENS
2009-04-29NEWINCINCORPORATION DOCUMENTS CERTIFICATE OF INCORPORATION STATEMENT OF DIRECTORS & REGISTERED OFFICE DECLARATION OF COMPLIANCE MEMORANDUM OF ASSOCIATION ARTICLES OF ASSOCIATION
Industry Information
SIC/NAIC Codes
64 - Financial service activities, except insurance and pension funding
649 - Other financial service activities, except insurance and pension funding
64999 - Financial intermediation not elsewhere classified




Licences & Regulatory approval
We could not find any licences issued to COOPER ASSOCIATES WEALTH MANAGEMENT LIMITED or authorisation from an industry specific regulator to operate. These may not be required.
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Risks
Legal Notices
No legal notices or events such as winding-up orders or proposals to strike-off have been issued
Fines / Sanctions
No fines or sanctions have been issued against COOPER ASSOCIATES WEALTH MANAGEMENT LIMITED
Liabilities
Mortgages / Charges
Total # Mortgages/Charges 1
Mortgages/Charges outstanding 0
Mortgages Partially Satisifed 0
Mortgages Satisfied/Paid 1
Details of Mortgagee Charges
Charge Type Date of Charge Charge Status Mortgagee
2016-06-03 Outstanding METRO BANK PLC
Filed Financial Reports
Annual Accounts
2014-11-30
Annual Accounts
2013-11-30
Annual Accounts
2012-11-30
Annual Accounts
2011-11-30
Annual Accounts
2010-11-30
Annual Accounts
2009-11-30
Annual Accounts
2015-11-30
Annual Accounts
2016-11-30
Annual Accounts
2017-11-30
Annual Accounts
2019-11-30
Annual Accounts
2020-11-30
Annual Accounts
2021-11-30

These are the financial reports (either an abhreviated set of accounts or profit& loss statement and balance sheet) have been filed with Companies House. The reports allow you to do a basic business credit check on COOPER ASSOCIATES WEALTH MANAGEMENT LIMITED

Intangible Assets
Patents
We have not found any records of COOPER ASSOCIATES WEALTH MANAGEMENT LIMITED registering or being granted any patents
Domain Names
We do not have the domain name information for COOPER ASSOCIATES WEALTH MANAGEMENT LIMITED
Trademarks
We have not found any records of COOPER ASSOCIATES WEALTH MANAGEMENT LIMITED registering or being granted any trademarks
Income
Government Income
We have not found government income sources for COOPER ASSOCIATES WEALTH MANAGEMENT LIMITED. This could be because the transaction value was below £ 500 with local government or below £ 25,000 for central government. We have found 8,000 supplier to government that are UK companies so approx 0.2% of companies listed on Datalog supply to government.

The top companies supplying to UK government with the same SIC code (64999 - Financial intermediation not elsewhere classified) as COOPER ASSOCIATES WEALTH MANAGEMENT LIMITED are:

ABBEY NATIONAL INVESTMENTS HOLDINGS LIMITED £ 5,053,043
ABRDN FUND MANAGERS LIMITED £ 3,017,531
PICTET ASSET MANAGEMENT LIMITED £ 647,110
DORSET HOUSE LTD £ 572,427
ALLPAY LIMITED £ 461,876
ARLINGCLOSE LIMITED £ 227,102
FIL PENSIONS MANAGEMENT £ 105,751
ASSET ADVANTAGE GROUP LIMITED £ 92,418
CLOSE INVOICE FINANCE LIMITED £ 61,134
3C PAYMENT UK LTD £ 37,584
KENT EDUCATION PARTNERSHIP LIMITED £ 72,215,398
AEGON ASSET MANAGEMENT UK PLC £ 53,000,000
EQUITIX EDUCATION LIMITED £ 43,048,650
CLOSE BROTHERS LIMITED £ 35,000,000
COVENTRY EDUCATION PARTNERSHIP LIMITED £ 17,216,223
NATIONWIDE LIMITED £ 10,001,114
S&P GLOBAL LIMITED £ 8,386,309
MILESHIELD COMMERCIAL FUNDING LIMITED £ 7,528,917
QUADIENT FINANCE UK LIMITED £ 7,487,773
SCHRODER INVESTMENT MANAGEMENT LIMITED £ 7,447,627
KENT EDUCATION PARTNERSHIP LIMITED £ 72,215,398
AEGON ASSET MANAGEMENT UK PLC £ 53,000,000
EQUITIX EDUCATION LIMITED £ 43,048,650
CLOSE BROTHERS LIMITED £ 35,000,000
COVENTRY EDUCATION PARTNERSHIP LIMITED £ 17,216,223
NATIONWIDE LIMITED £ 10,001,114
S&P GLOBAL LIMITED £ 8,386,309
MILESHIELD COMMERCIAL FUNDING LIMITED £ 7,528,917
QUADIENT FINANCE UK LIMITED £ 7,487,773
SCHRODER INVESTMENT MANAGEMENT LIMITED £ 7,447,627
KENT EDUCATION PARTNERSHIP LIMITED £ 72,215,398
AEGON ASSET MANAGEMENT UK PLC £ 53,000,000
EQUITIX EDUCATION LIMITED £ 43,048,650
CLOSE BROTHERS LIMITED £ 35,000,000
COVENTRY EDUCATION PARTNERSHIP LIMITED £ 17,216,223
NATIONWIDE LIMITED £ 10,001,114
S&P GLOBAL LIMITED £ 8,386,309
MILESHIELD COMMERCIAL FUNDING LIMITED £ 7,528,917
QUADIENT FINANCE UK LIMITED £ 7,487,773
SCHRODER INVESTMENT MANAGEMENT LIMITED £ 7,447,627
Outgoings
Business Rates/Property Tax
No properties were found where COOPER ASSOCIATES WEALTH MANAGEMENT LIMITED is liable for the business rates / property tax. This could be for a number of reasons.
  • The council hasnt published the data
  • We havent found or been able to process the councils data
  • The company is part of a group of companies and another company in the group is liable for business rates
  • The registered office may be a residential address which does not have a commercial designation. If the business is run from home then it won't be a commercial property and hence won't be liable for business rates.
  • Serviced offices are increasingly popular and therefore a business may not be paying business rates directly - the building owner is and this is incorporated in the office rental charge.
Government Grants / Awards
Technology Strategy Board Awards
The Technology Strategy Board has not awarded COOPER ASSOCIATES WEALTH MANAGEMENT LIMITED any grants or awards. Grants from the TSB are an indicator that the company is investing in new technologies or IPR
European Union CORDIS Awards
The European Union has not awarded COOPER ASSOCIATES WEALTH MANAGEMENT LIMITED any grants or awards.
Ownership
    We could not find any group structure information
    Is this data useful to you?
    If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. Please DONATE to help.
    Alternatively by linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.
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    Other companies at postcode TA1 1JR