Coole Bevis Wealth Management Ltd

Reference number: 515456

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Appointed representative

This firm does not hold FCA authorisation of its own. It acts under a principal firm, which is legally responsible for its regulated business.

Responsible principal firm

CB FINANCIAL ADVISERS LLP Reference number: 489484 Authorised View firm →
What does this mean?
  • An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
  • Coole Bevis Wealth Management Ltd (FRN 515456) is an AR of CB FINANCIAL ADVISERS LLP (FRN 489484). When you use Coole Bevis Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Coole Bevis Wealth Management, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
  • Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

Identity

Check their details

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

Company details

From the company's Companies House record.

Company name
COOLE BEVIS WEALTH MANAGEMENT LIMITED
Company number
07071899
Company status
Active
Company type
Private limited company
Incorporated
10 November 2009 (16 years old)
Registered office
Crescent House,, Crescent Road, Worthing, West Sussex, BN11 1RN, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Current directors and secretaries

Name Role Born Appointed
Roy Matthew Thompson Director Nov 1976 2 Jan 2018
Paul Michael Ollerton Director Apr 1973 8 Aug 2025

Check on the FCA register → Report a scam →

Activities and protection

What they can do, and how you are protected

  • Protection through the principal firm
    Protection works through CB FINANCIAL ADVISERS LLP, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.

Complaints: You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

Track record

FCA actions and complaints

No FCA disciplinary action, and no complaints recorded with the Ombudsman.

Previously registered as

The FCA register holds one earlier registered name for this firm. A registered name changes when a firm rebrands, and a partnership's changes whenever its partners do.

  • Woolley Bevis Diplock Wealth Management Ltd

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Common questions

Frequently asked questions

Is Coole Bevis Wealth Management Ltd FCA authorised?
Coole Bevis Wealth Management Ltd (FRN 515456) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for Coole Bevis Wealth Management?
An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct. Coole Bevis Wealth Management Ltd (FRN 515456) is an AR of CB FINANCIAL ADVISERS LLP (FRN 489484). When you use Coole Bevis Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Coole Bevis Wealth Management, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances. Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
Is my money safe with Coole Bevis Wealth Management?
Protection works through CB FINANCIAL ADVISERS LLP, the principal firm responsible for Coole Bevis Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Is Coole Bevis Wealth Management a scam or clone?
Coole Bevis Wealth Management is a genuine FCA-listed firm. However, scammers sometimes clone authorised firms. Always check that the contact details you were given match those on the FCA register before sending money or sharing information.
What is Coole Bevis Wealth Management's Firm Reference Number (FRN)?
Coole Bevis Wealth Management's FRN is 515456. You can verify it on the FCA register.