Bri Wealth Management Plc
Bri Wealth Management Plc is an active company incorporated on 20 June 1962 with the registered office located in Coventry, West Midlands. Bri Wealth Management Plc was registered 63 years ago.
Status
Active
Active since incorporation
Company No
00727301
Public limited company
Age
63 years
Incorporated 20 June 1962
Size
Small
Turnover is under £15M
Balance sheet is under £7.5M
Under 50 employees
Confirmation
Submitted
Dated 25 June 2025 (4 months ago)
Next confirmation dated 25 June 2026
Due by 9 July 2026 (8 months remaining)
No changes occurred since incorporation
Accounts
Submitted
For period 1 Apr ⟶ 31 Mar 2025 (12 months)
Accounts type is Full
Next accounts for period 31 March 2026
Due by 30 September 2026 (11 months remaining)
Shareholders, PSCs & Group Structure
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Mutual Companies
Mr Nicholas Sinclair-Wilson, Mr Simon Nicholas Harold Boardman-Weston, and 6 more are mutual people.
Active
Mr Simon Nicholas Harold Boardman-Weston is a mutual person.
Active
Mr Simon Nicholas Harold Boardman-Weston is a mutual person.
Active
Financials
Net Assets, Total Assets & Total Liabilities (2016–2025)
Period Ended
31 Mar 2025
For period 31 Mar ⟶ 31 Mar 2025
Traded for 12 months
Cash in Bank
£2.37M
Increased by £539.86K (+29%)
Turnover
£5.73M
Increased by £358.13K (+7%)
Employees
44
Same as previous period
Total Assets
£5.67M
Increased by £218.49K (+4%)
Total Liabilities
-£1.17M
Decreased by £145.25K (-11%)
Net Assets
£4.5M
Increased by £363.75K (+9%)
Debt Ratio (%)
21%
Decreased by 3.49% (-14%)
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Repayment History
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