Coole Bevis Wealth Management Ltd

FRN: 515456
Companies House: 07071899
Last scraped: 2 days ago

This firm operates as an appointed representative of CB FINANCIAL ADVISERS LLP. Its regulated business runs under their FCA authorisation, and they're legally responsible for what it does.

Addresses

The contact details this firm has registered with the FCA.

Principal Place of Business

Crescent House

Crescent Road

Worthing

West Sussex

BN11 1RN

UNITED KINGDOM

Phone

+4401903534587

Web

https://www.coolebeviswm.com

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

Kevin Neil Blake
IRN KNB01018
- Employed By (12 Jan 2010 to 14 Apr 2025)
Paul Michael Ollerton
IRN PMO01057
- Employed By (since 7 Oct 2025)
Ross Michael Baumann
IRN RXB00465
- Employed By (since 14 Jun 2021)
Roy Matthew Thompson
IRN RMT00027
- Employed By (since 9 Sep 2011)
Sally Ann Whitehead
IRN SXW00988
- Employed By (since 27 Jan 2026)
Simon Alston Fox
IRN SAF01072
- Employed By (4 Jan 2010 to 3 Jan 2025)
Simon Stacey Leadsom
IRN SSL00002
- Employed By (6 Jun 2010 to 15 Jul 2011)
Thomas Luke Charles Reed
IRN TLR01021
- Employed By (since 11 Aug 2017)

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.

What it all means

A quick guide to the terms on this page.

The FCA: The Financial Conduct Authority is the UK's regulator for banking, lending, insurance, investments and payments. Any firm offering these services has to be authorised by the FCA.
Permissions: The specific regulated activities a firm is allowed to carry out, like advising on insurance, lending money or arranging investments. Anything outside this list isn't covered.
Approved individuals: Senior staff (directors, compliance officers and similar) have to be approved by the FCA personally before they can take up the role. They're held accountable for the firm's conduct.
Appointed representatives: Smaller firms can do regulated business under another firm's authorisation rather than getting their own. The bigger firm (the 'principal') is legally on the hook for what they do.

Information on this page is sourced from the official FCA register.