Coole Bevis Wealth Management Ltd
Reference number: 515456
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Appointed representative
This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.
- Appointed for 16 years
- Protected through the principal
- No FCA actions
- Active company since 2009
- Accounts filed up to 31 December 2025
- 1 thing worth a closer look in the background checks
Responsible principal firm
CB FINANCIAL ADVISERS LLP Reference number: 489484 View firm →What does this mean?
- An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
- Coole Bevis Wealth Management Ltd (FRN 515456) is an AR of CB FINANCIAL ADVISERS LLP (FRN 489484). When you use Coole Bevis Wealth Management's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Coole Bevis Wealth Management, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
- Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
Website, phone number and address
Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.
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Phone number
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Address
Crescent House, Crescent Road, Worthing, West Sussex, BN11 1RN, United Kingdom
In the full report: 3 background checks, 1 thing worth a closer look
- When coolebeviswm.com first appeared online, and whether it can receive email
- What kind of line 01903 534587 is, and the other firm that gives it
- Who else gives the postcode BN11 1RN
Other names (1)
If you were contacted under any of these names, it is this firm.
- Woolley Bevis Diplock Wealth Management Ltd Former name: A name it was registered under before.
FCA permissions and consumer protection
- Protection through the principal firmProtection works through Cb Financial Advisers LLP, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
- Complaints Ombudsman, freeYou can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
FCA disciplinary action and complaints
No FCA disciplinary action.
The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.
Companies House record
The company behind the firm: its status, age, registered office and directors.
- Company name
- COOLE BEVIS WEALTH MANAGEMENT LIMITED
- Company number
- 07071899 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 10 November 2009 (16 years old)
- Registered office
- Crescent House,, Crescent Road, Worthing, West Sussex, BN11 1RN, England
- Nature of business
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- Financial intermediation not elsewhere classified (SIC 64999)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Roy Matthew Thompson | Director | Nov 1976 | 2 Jan 2018 | 7 other companies |
| Paul Michael Ollerton | Director | Apr 1973 | 8 Aug 2025 | 40 other companies |
Other companies run by these 2 directors
A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.
- other companies
- 47
- closed down
- 11
- went insolvent
- 1
In the full report: all 47 companies, named
- What each company does, and whether it is still trading
- Which of these 2 directors sit on each board, and since when
- The one that went into liquidation or administration
- The 6 on the FCA register
- All 7 people who have ever been directors, with their dates
Filed accounts and finances
Total equity
£11.4k
+48% from £7,658
Cash at bank
£42.8k
+18% from £36.4k
Employees (average)
0
Same as 0
Owed within a year
£37.9k
<1% from £37.8k
Total equity
In the full report: all 7 years of accounts
- Every year from 2020 to 2025
- The chart, over every year
- Every filed figure, year by year
About these figures
- Turnover
- Money taken from sales in the year, before any costs.
- Profit before tax
- What was left after the year’s costs, before corporation tax. A minus figure is a loss.
- Net assets, or total equity
- Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
- Total assets and total liabilities
- Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
- Cash at bank
- Money in the company’s accounts on the last day of the year.
- Owed within a year, owed after a year
- Debts and bills due in the next twelve months, and those due later.
Accounts filed at Companies House for company 07071899. Figures are exactly as filed; nothing is estimated.
Key dates in its history
Coole Bevis Wealth Management’s history from the FCA register and Companies House, newest first.
2021
19 November 2021
- Carpenter Box Wealth Management LLP stopped being a part-owner
- Coole Bevis LLP stopped being a part-owner
Companies House
2016
6 April 2016
- Carpenter Box Wealth Management LLP became a part-owner (25–50% of shares)
- Coole Bevis LLP became a part-owner (25–50% of shares)
Companies House
4 April 2016
- Changed its registered name from "Woolley Bevis Diplock Wealth Management Ltd"
FCA register
2010
1 January 2010
- Became an appointed representative
FCA register
2009
10 November 2009
- Incorporated at Companies House
Companies House
In the full report: all 19 events
- All 19 events in its history (7 shown here)
- Every director appointment and resignation: 12
Firms connected to Coole Bevis Wealth Management
Other FCA-listed firms that share a director, phone number or address with Coole Bevis Wealth Management. A link shows who the firm is tied to, not whether either can be trusted.
- connected firms
- 6
- share a director
- 4
- share its phone number
- 1
In the full report: all 6 connected firms, named
- How each is linked: shared directors (4), the same phone number (1), the same postcode (3)
- Who links each one: the named directors, with dates
Firms like Coole Bevis Wealth Management
Other firms of the same type (financial adviser), nearest first.
In Worthing
Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.
Get the full report on Coole Bevis Wealth Management
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 47 other companies its directors have run, named
- 3 background checks on its contact details, 1 flagged
- 7 years of accounts, charted
- All 19 events in its history
- 6 connected firms, named, and who links them
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Frequently asked questions about this firm
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Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk