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Private limited company registered in Taunton, classed under “Financial management”.
Headline figures
FY to Mar 2026 · Company only
Turnover
For subscribers
Profit after tax
—
Not filed: small-company exemption
Net assets
For subscribers
Cash
For subscribers
Employees
For subscribers
Retained reserves
For subscribers
What the numbers say
3 findings from the figures, in plain English
Written by rules from the figures on this page. Not a forecast or a credit opinion.
History
| £ | 2022 | 2023 | 2024 | 2025* | 2026 |
|---|---|---|---|---|---|
| Profit after tax | — | ||||
| Turnover | |||||
| Net assets | |||||
| Cash | |||||
| Employees | |||||
| Retained reserves |
Every figure for all 5 years
“—” means we did not find the figure in a source; it is never filled with an estimate. * Restated: the next year's accounts printed different figures for this year, and those later figures are shown.
Balance sheet and ratios
From the filed balance sheets · £
| Balance sheet | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|
| Fixed assets | ||||
| Current assets | ||||
| of which debtors | ||||
| of which cash | ||||
| Net current assets | ||||
| Net assets |
6 balance-sheet lines, every year
A ratio appears only for years where every line it needs was filed. Lines are as tagged in the accounts; nothing is added up or estimated.
Questions people ask
›What does Cole Wealth Management do?
Private limited company registered in Taunton, classed under “Financial management”.
›How much turnover does Cole Wealth Management make?
Answered in the full report
›Is Cole Wealth Management profitable?
Cole Wealth Management's profit isn't public: small companies may file without a profit and loss account.
›How many people work at Cole Wealth Management?
Answered in the full report
›Where is Cole Wealth Management based?
Its registered office is 40 St James Buildings, St. James Street, Taunton, TA1 1JR, in Taunton.
›When was Cole Wealth Management founded?
Cole Wealth Management Ltd was incorporated on 8 March 2021.
›Is Cole Wealth Management still trading?
The register lists Cole Wealth Management Ltd as active.