COOPER ASSOCIATES WEALTH MANAGEMENT LIMITED

🌳Matureactive
06890675 · ltd · incorporated 2009-04-29
Investment thesis
Well-run mature business — low negotiation leverage; premium likely.
Why interesting: Textbook target; clean filings, stable trading.
Why risky: No pressure on seller; any deal likely at full price.
Opportunity decay
approaching window · 12-months
Approaching a transaction window — refinance or sale event plausible in the next 12 months.
  • · Oldest live charge 10.0y old — refinance window within 12 months
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Dec 2024
Net worth
£1.01M
book net assets
Opportunity
78/100
Strong
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What this business does
Primary activity: Financial intermediation not elsewhere classified
Sector: Financial & insurance
Investor take
Pursue
Strong opportunity: asset-holding vehicle with strong profile and bankable structure.

Opportunity 78/100 (strong), bankability 85/100. High owner-dependency — earn-out structure likely required for clean transition. Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (73/100).

🏦

Refinance opportunity

1 live charge · oldest 10.0y

85/100
ready

Refinance conversation should be productive — structure clean and timing right.

  • · Oldest live charge is 10.0 years old — likely at or near maturity.
  • · Single lender — cleanest path to refinance.
  • · Legal-friction score 15/100 — clean.

Data confidence

Overall: high (83/100)

Strong data coverage across all sections. AI outputs should be trusted with minimal caveats.

Company profile
address, 1 SIC codes, incorporation date
100
Financials
2 years of iXBRL accounts extracted (YoY deltas available) + narrative notes parsed
75
Lenders & charges
1 charges (1/1 with lender, 1/1 with type)
90
Directors & officers
6 officers (4 active, 6 linked, 6 with DOB)
90
Ownership & PSC
1 active PSC(s) of 1 total, 1 with control declared
90
Director network
11 connected companies via shared directors
78
Filing history
59 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
78/100Strong
PassWatchWorth a lookStrongExceptional 

Solid opportunity signal. Worth a dedicated memo and management meeting.

Business quality
70
Active, clean filings, stable charge profile.
Acquirability
65
Some acquirability indicators.
Risk profile
85
Few red flags.
Signal strength
100
Good data coverage for analysis.

Signals from accounts

Derived from iXBRL accounts · accounting standard not declared
Positive net assets
Net assets £1,007,423

Key financials

2 years extracted from filed iXBRL accounts
Cash
£1.0m
Net Worth
£1.0m
Current Assets
£3.7m
Current Liabilities
—
£0£736k£1.5m£2.2m£2.9m£3.7mDec 2023Dec 2024

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · accounting standard unknown
Metric2024-12-312023-12-31
Total assets£9.28M—
Current assets£3.68M—
Cash£1.04M—
Debtors£2.64M—
Net assets£1.01M—
Average employees—1300

Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.

🔒Filing-note intelligence

2 signals detected in this company's narrative notes — going-concern language, audit opinion, contingent liabilities, related-party transactions.

Available from the Pro tier upwards.

See pricing →

Recent activity

Last 30 days
0
filings
Last 90 days
1
filing
  • • 1 confirmation-statement
Last 180 days
1
filing
  • • 1 confirmation-statement
Counts from Companies House filing history.
Corporate timeline (27 events)Click to expand
  1. 2025-09-29
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  2. 2024-07-16
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  3. 2023-12-07
    📄
    mortgage-satisfy-charge-full
    mortgage · MR04
  4. 2023-12-07
    🔓
    Charge satisfied #1
  5. 2023-06-19
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  6. 2022-09-16
    📄
    change-account-reference-date-company-current-extended
    accounts · AA01
  7. 2022-07-14
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  8. 2021-06-25
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  9. 2020-07-30
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  10. 2019-12-19
    📄
    change-person-director-company-with-change-date
    officers · CH01
  11. 2019-09-02
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  12. 2019-09-01
    ➕
    COOPER, Jack William appointed
    director
  13. 2019-05-31
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  14. 2019-03-19
    📄
    change-person-director-company-with-change-date
    officers · CH01
  15. 2018-12-10
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  16. 2018-12-10
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  17. 2018-07-02
    ➖
    COOPER, Glyn Anthony resigned
    director
  18. 2018-04-18
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  19. 2018-01-01
    ➕
    COOPER, Diana appointed
    director
  20. 2017-08-18
    📄
    change-person-director-company-with-change-date
    officers · CH01
  21. 2016-11-09
    ➕
    JACKSON, Samantha Dawn appointed
    director
  22. 2016-06-03
    🔒
    Charge registered #1
    Lender: Metro Bank PLC
  23. 2010-05-14
    ➕
    COOPER, Glyn Anthony appointed
    director
  24. 2009-04-29
    🏢
    Company incorporated
    As COOPER ASSOCIATES WEALTH MANAGEMENT LIMITED
  25. 2009-04-29
    ➕
    COOPER, Lee Anthony appointed
    director
  26. 2009-04-29
    ➕
    STEPHENS, Graham Robertson appointed
    director
  27. 2009-04-29
    ➖
    STEPHENS, Graham Robertson resigned
    director

Owner dependency

73/100
High — earn-out structure required

Material founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.

FACTORS
  • -4 active directors: Broader management team in place — suggests transferable governance.
  • +Founder name in company name: Company name contains director surname "COOPER" — strong identity link between founder and business.
  • +Long-tenure founder: Senior director has been in place 17 years — deep operational knowledge concentrated in one person.
  • +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.

Succession & seller-readiness

53/100
Moderate signal

Some succession indicators present. Worth watching; approach if sector/strategy fits.

SIGNALS
  • secondary12+ year tenure: Director in role 17 years.
  • secondaryStable-but-static management: Company is 17 years old and no new directors in the last 3 years — succession not yet being planned internally.
  • supportingClean filings + long tenure: Disciplined long-tenure operator — classic lifestyle-business pattern that often sells quietly.

Red flags

clean
No red flags detected from available public data. (This is not a clean bill of health — detailed accounts review still recommended.)

Group structure

Cooper Associates Group Limited is the ultimate parent — holding 75%+ shares. This company sits inside their group.

🏛️
Cooper Associates Group Limited
Corporate parent · holds 75-100% shares · board control
ultimate parent
⬇
COOPER ASSOCIATES WEALTH MANAGEMENT LIMITED
This company · 06890675

Parent relationships inferred from Persons with Significant Control filings. Full subsidiary tree requires reverse-lookup (coming).

Shareholders & ownership

1 active beneficial owner · dominant holder ≥75%
NameSharesVoting rightsNature of controlNotified
Cooper Associates Group Limited
Corporate entity
75–100%
75–100%board control75-100% shares · 75-100% voting · board control06/04/2016

From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.

🔒Co-director network graph

Radial SVG graph showing every company connected via shared directors, colour-coded by status.

Available from the Pro tier upwards.

See pricing →

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———————
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————17y——
CUSHION FINANCIAL LIMITED→
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Peers ranked by estimated value, then turnover, then opportunity score.See all →
🔒Tailored diligence questions

6 specific questions generated from this company's actual signals — liquidity, leverage, director age, charge count, red flags, age-of-company.

Available from the Pro tier upwards.

See pricing →
🔒Advanced scoring suite

Exit-route ranking, improvement thesis, quiet-distress detector, covenant-pressure proxy, extraction monitor, approaching triggers, ownership drift, local cluster, value trap, debt capacity, archetype classification — 48+ scoring modules.

Available from the Pro tier upwards.

See pricing →

Company details

Statusactive
Typeltd
Incorporated2009-04-29
Jurisdictionengland-wales
Primary SIC64999 — Financial intermediation not elsewhere classified

Registered office

40 St James Buildings
St James Street
Taunton
Somerset
TA1 1JR

Filing status

Accounts
Next due: 2026-09-30
Last made up to: 2024-12-31
Confirmation statement
Next due: 2027-05-13
Last: 2026-04-29

Officers (4 active · 2 resigned)

COOPER, Diana→
director · ~42y · appointed 2018-01-01
View their other companies + combined net worth →
Active
COOPER, Jack William→
director · ~37y · appointed 2019-09-01
View their other companies + combined net worth →
Active
COOPER, Lee Anthony→
director · ~47y · appointed 2009-04-29
View their other companies + combined net worth →
Active
JACKSON, Samantha Dawn→
director · ~40y · appointed 2016-11-09
View their other companies + combined net worth →
Active
COOPER, Glyn Anthony→
director · ~72y · appointed 2010-05-14 · resigned 2018-07-02
Resigned
STEPHENS, Graham Robertson→
director · ~76y · appointed 2009-04-29 · resigned 2009-04-29
Resigned

Click a director name to see their full track record across all companies.

Mortgages & charges

1
Total charges
0
Outstanding
0
Active lenders
Status:Lender:1 of 1 shown
TypeProperties
satisfied
Metro Bank
Metro Bank PLC
A registered charge1 property03/06/201607/12/2023

Recent filings (59 total)

confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-05-08
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-09-29
confirmation-statement-with-updates
confirmation-statement · CS01
2025-05-13
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-07-16
confirmation-statement-with-updates
confirmation-statement · CS01
2024-04-30
mortgage-satisfy-charge-full
mortgage · MR04
2023-12-07
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-06-19
confirmation-statement-with-updates
confirmation-statement · CS01
2023-05-04
change-account-reference-date-company-current-extended
accounts · AA01
2022-09-16
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-07-14
confirmation-statement-with-updates
confirmation-statement · CS01
2022-05-09
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-06-25
confirmation-statement-with-updates
confirmation-statement · CS01
2021-05-10
accounts-with-accounts-type-total-exemption-full
accounts · AA
2020-07-30
confirmation-statement-with-updates
confirmation-statement · CS01
2020-04-30