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Financial intermediation not elsewhere classified · Taunton, Somerset

Cooper Associates Wealth Management

Cooper Associates Wealth Management Limited

Staff up 31%ActiveLatest figures: 2024Abridged accountsCompany only17 years on the register

Private limited company registered in Taunton, classed under “Financial intermediation not elsewhere classified”.

Headline figures

FY to Dec 2024 · 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

Pro
£20202021202220232024
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.

Balance sheet and ratios

From the filed balance sheets · £

Balance sheet2021202220232024
Fixed assets
Current assets
of which debtors
of which cash
Creditors due within a year
Net current assets
Net assets
Ratios
Current ratioCurrent assets for every £1 owed within a year
Cash ratioCash for every £1 owed within a year
Creditors to assetsEverything owed to creditors as a share of fixed plus current assets

7 balance-sheet lines and 3 ratios, 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.

Timeline

Checked 2026-10-25

  1. Accounts
    Audit exemption subsidiary accounts made up to 31 December 2025
  2. Accounts
    Consolidated accounts of parent company for subsidiary company period ending 31/12/25
  3. Filing
    Audit exemption statement of guarantee by parent company for period ending 31/12/25
  4. Accounts
    Notice of agreement to exemption from audit of accounts for period ending 31/12/25
  5. Accounts
    Total exemption full accounts made up to 31 December 2024
  6. Accounts
    Total exemption full accounts made up to 31 December 2023
  7. Charges
    Satisfaction of charge 068906750001 in full
  8. Accounts
    Total exemption full accounts made up to 31 December 2022
  9. Accounts
    Current accounting period extended from 30 November 2022 to 31 December 2022
  10. Accounts
    Total exemption full accounts made up to 30 November 2021
  11. Accounts
    Total exemption full accounts made up to 30 November 2020
  12. Accounts
    Total exemption full accounts made up to 30 November 2019
  13. 25 earlier
    1. Directors
      Director's details changed for Jack Cooper on 19 December 2019
    2. Directors
      Appointment of Jack Cooper as a director on 1 September 2019
    3. Accounts
      Total exemption full accounts made up to 30 November 2018
    4. Directors
      Director's details changed for Lee Anthony Cooper on 19 March 2019
    5. Directors
      Termination of appointment of Glyn Anthony Cooper as a director on 2 July 2018
    6. Directors
      Appointment of Mrs Diana Cooper as a director on 1 January 2018
    7. Accounts
      Total exemption full accounts made up to 30 November 2017
    8. Directors
      Director's details changed for Lee Anthony Cooper on 18 August 2017
    9. Directors
      Director's details changed for Glyn Anthony Cooper on 18 August 2017
    10. Accounts
      Total exemption small company accounts made up to 30 November 2016
    11. Directors
      Appointment of Samantha Dawn Jackson as a director on 9 November 2016
    12. Address
      Register(s) moved to registered inspection location
    13. Address
      Register inspection address has been changed
    14. Charges
      Registration of charge 068906750001, created on 3 June 2016
    15. Directors
      Director's details changed for Glyn Anthony Cooper on 12 April 2016
    16. Directors
      Director's details changed for Lee Anthony Cooper on 12 April 2016
    17. Accounts
      Total exemption small company accounts made up to 30 November 2015
    18. Accounts
      Total exemption small company accounts made up to 30 November 2014
    19. Accounts
      Total exemption small company accounts made up to 30 November 2013
    20. Accounts
      Total exemption small company accounts made up to 30 November 2012
    21. Address
      Registered office address changed from 10 Hammet Street Taunton Somerset TA1 1RZ on 16 July 2012
    22. Accounts
      Total exemption small company accounts made up to 30 November 2011
    23. Accounts
      Total exemption small company accounts made up to 30 November 2010
    24. Directors
      Appointment of Glyn Anthony Cooper as a director
    25. Directors
      Director's details changed for Lee Anthony Cooper on 29 April 2010

From the Companies House filing history. Routine confirmation statements are left out, and a run of the same filing is shown once.

Questions people ask

›What does Cooper Associates Wealth Management do?

Private limited company registered in Taunton, classed under “Financial intermediation not elsewhere classified”.

›How much turnover does Cooper Associates Wealth Management make?

Answered in the full report

›Is Cooper Associates Wealth Management profitable?

Cooper Associates Wealth Management's profit isn't public: small companies may file without a profit and loss account.

›How many people work at Cooper Associates Wealth Management?

Answered in the full report

›Who runs and owns Cooper Associates Wealth Management?

Its directors are Diana Cooper, Jack William Cooper, Lee Anthony Cooper, Samantha Dawn Jackson. Its owners are shown to subscribers.

›Where is Cooper Associates Wealth Management based?

Its registered office is 40 St James Buildings, St James Street, Taunton, Somerset, TA1 1JR, in Taunton, Somerset.

›When was Cooper Associates Wealth Management founded?

Cooper Associates Wealth Management Limited was incorporated on 29 April 2009.

›Is Cooper Associates Wealth Management still trading?

The register lists Cooper Associates Wealth Management Limited as active.

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