COOPER ASSOCIATES WEALTH MANAGEMENT LIMITED

Business & Finance Registered 29 April 2009

General Information

Official company information

UK Company Registration Number: 06890675
Company Age: 16 years
Registration Date: 29 April 2009
Registered Address: 40 St James Buildings, St. James Street, Taunton, Somerset
Email: [email protected]
Phone: +441823273880
Website: thecooperway.com/

Official company website with more information about products, services, and contact details.

About COOPER ASSOCIATES WEALTH MANAGEMENT LIMITED

Company profile and description

At Cooper Associates Wealth Management, your relationship starts with us, rather than ends, at the point you decide to invest. Our dedicated Wealth Management team provides expert advice on investments, pensions and inheritance tax planning, as well as long term care and corporate financial planning if required. Our services are available to all. We don’t impose ‘client criteria’, such as a minimum investment amount. Whether we are providing advice to some of the best-known sportspeople in the world or those starting out on their financial journey, we treat every client as our only client. Whatever your circumstances, we’re here to help.

Nature of Business

Industry Classification

SIC Code: 64999
Description: Financial intermediation not elsewhere classified

Staff Information

Company officers and directors

C

COOPER, Diana

Operations And Finance Director Appointed: 1 January 2018

40 St James Buildings, St James Street, Taunton, Somerset, United Kingdom, TA1 1JR

Nationality: British

Date of Birth: July 1984

Country of Residence: England
C

COOPER, Jack William

Managing Director Appointed: 1 September 2019

40 St James Buildings, St James Street, Taunton, Somerset, United Kingdom, TA1 1JR

Nationality: British

Date of Birth: March 1989

Country of Residence: England
C

COOPER, Lee Anthony

Director Appointed: 29 April 2009

40 St James Buildings, St James Street, Taunton, Somerset, United Kingdom, TA1 1JR

Nationality: British

Date of Birth: September 1979

Country of Residence: England
J

JACKSON, Samantha Dawn

Managing Director Appointed: 9 November 2016

40 St James Buildings, St James Street, Taunton, Somerset, United Kingdom, TA1 1JR

Nationality: British

Date of Birth: February 1986

Country of Residence: United Kingdom
C

COOPER, Glyn Anthony

Director Appointed: 14 May 2010 Resigned: 2 July 2018

40 St James Buildings, St James Street, Taunton, Somerset, United Kingdom, TA1 1JR

Nationality: British

Date of Birth: December 1954

Country of Residence: England
S

STEPHENS, Graham Robertson

Managing Director Appointed: 29 April 2009 Resigned: 29 April 2009

16 Churchill Way, Cardiff, South Glamorgan, CF10 2DX

Nationality: British

Date of Birth: January 1950

Country of Residence: Wales

Additional Information

Detailed company information and status

Previously Known As: COOPER ASSOCIATES IFA LIMITED
Status: Incorporated
Company Number: 06890675

Company Contacts

Key contacts and leadership 6 total contacts

Name & Position	Email	Contact Number	Fax Number
J Jack Cooper Director / Founder	-	-	-
L Lee Cooper Executive Chairman	-	-	-
S Samantha Jackson CEO	-	-	-
D Diana Cooper Operations & Finance Director	-	-	-
S Simon Dawes Managing Director of Wealth Management	-	-	-

Showing 5 of 6 contacts.

Company Documents

Documents filed with Companies Office 25 documents

Date	Document Information	View
16 Jul 2024	Total exemption full accounts Total exemption full accounts made up to 31 December 2023 14 page document	View
30 Apr 2024	Confirmation statement Confirmation statement made on 29 April 2024 with updates 5 page document	View
07 Dec 2023	Satisfaction of charge Satisfaction of charge 068906750001 in full	View
19 Jun 2023	Total exemption full accounts Total exemption full accounts made up to 31 December 2022 14 page document	View
04 May 2023	Confirmation statement Confirmation statement made on 29 April 2023 with updates 5 page document	View
16 Sep 2022	Current accounting period extended Current accounting period extended from 30 November 2022 to 31 December 2022	View
14 Jul 2022	Total exemption full accounts Total exemption full accounts made up to 30 November 2021 15 page document	View
09 May 2022	Confirmation statement Confirmation statement made on 29 April 2022 with updates 5 page document	View
25 Jun 2021	Total exemption full accounts Total exemption full accounts made up to 30 November 2020 15 page document	View
10 May 2021	Confirmation statement Confirmation statement made on 29 April 2021 with updates 5 page document	View
30 Jul 2020	Total exemption full accounts Total exemption full accounts made up to 30 November 2019 15 page document	View
30 Apr 2020	Confirmation statement Confirmation statement made on 29 April 2020 with updates 5 page document	View
19 Dec 2019	Director's details changed Director's details changed for Jack Cooper on 19 December 2019 2 page document	View
02 Sep 2019	Appointment Appointment of Jack Cooper as a director on 1 September 2019 2 page document	View
31 May 2019	Total exemption full accounts Total exemption full accounts made up to 30 November 2018 18 page document	View
01 May 2019	Confirmation statement Confirmation statement made on 29 April 2019 with updates 5 page document	View
19 Mar 2019	Director's details changed Director's details changed for Lee Anthony Cooper on 19 March 2019 2 page document	View
10 Dec 2018	Termination of appointment Termination of appointment of Glyn Anthony Cooper as a director on 2 July 2018	View
10 Dec 2018	Appointment Appointment of Mrs Diana Cooper as a director on 1 January 2018 2 page document	View
01 May 2018	Confirmation statement Confirmation statement made on 29 April 2018 with updates 5 page document	View
18 Apr 2018	Total exemption full accounts Total exemption full accounts made up to 30 November 2017 15 page document	View
18 Aug 2017	Director's details changed Director's details changed for Lee Anthony Cooper on 18 August 2017 2 page document	View
18 Aug 2017	Director's details changed Director's details changed for Glyn Anthony Cooper on 18 August 2017 2 page document	View
09 May 2017	Confirmation statement Confirmation statement made on 29 April 2017 with updates 6 page document	View
16 Mar 2017	Total exemption small company accounts Total exemption small company accounts made up to 30 November 2016 7 page document	View

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