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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 (2 months ago)
Next confirmation dated 25 June 2026
Due by 9 July 2026 (10 months remaining)
No changes occurred since incorporation
Accounts
Due Soon
For period 1 Apr31 Mar 2024 (1 year)
Accounts type is Full
Next accounts for period 31 March 2025
Due by 30 September 2025 (23 days remaining)
Contact
Address
Bri House Elm Court
Copse Drive
Meriden Green Business Park
Coventry
CV5 9RL
Same address for the past 31 years
Telephone
01676523550
Email
Available in Endole App
People
Officers
10
Shareholders
2
Controllers (PSC)
1
Director • Secretary • Finance Director • British • Lives in England • Born in Jan 1975
Director • Chartered Accountant • British • Lives in UK • Born in Dec 1952
Director • Financial Adviser • British • Lives in England • Born in Jan 1973
Director • Client Services • British • Lives in England • Born in Apr 1989
Director • Head Of Investment Management • English • Lives in England • Born in May 1961
Shareholders, PSCs & Group Structure
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Mutual Companies
Bri Group Limited
Mr Simon Nicholas Harold Boardman-Weston, Mr Vince Michael Hopkins, and 6 more are mutual people.
Active
Singular Financial Planning Ltd
Dean Andrew Wragg and Mr Dean Paul Smith are mutual people.
Active
Meriden Green Management Company Limited
Dean Andrew Wragg is a mutual person.
Active
Manston Investments Limited
Mr Simon Nicholas Harold Boardman-Weston is a mutual person.
Active
Pathbrae Ventures Limited
Simon Mark Smith is a mutual person.
Active
Active
Manston Forests LLP
Mr Simon Nicholas Harold Boardman-Weston is a mutual person.
Active
B. R. I. Nominees Limited
Mr Simon Nicholas Harold Boardman-Weston and Dean Andrew Wragg are mutual people.
Dissolved
Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
31 Mar 2024
For period 31 Mar31 Mar 2024
Traded for 12 months
Cash in Bank
£1.83M
Decreased by £276.26K (-13%)
Turnover
£5.37M
Increased by £321.89K (+6%)
Employees
44
Decreased by 1 (-2%)
Total Assets
£5.45M
Increased by £341.9K (+7%)
Total Liabilities
-£1.32M
Increased by £772 (0%)
Net Assets
£4.14M
Increased by £341.13K (+9%)
Debt Ratio (%)
24%
Decreased by 1.6% (-6%)
Latest Activity
Confirmation Submitted
2 Months Ago on 8 Jul 2025
Simon Nicholas Harold Boardman-Weston (PSC) Resigned
4 Months Ago on 8 May 2025
Full Accounts Submitted
11 Months Ago on 1 Oct 2024
Simon Mark Smith Resigned
11 Months Ago on 30 Sep 2024
Confirmation Submitted
1 Year 2 Months Ago on 8 Jul 2024
Full Accounts Submitted
1 Year 11 Months Ago on 4 Oct 2023
Mr Nicholas Sinclair-Wilson Appointed
2 Years 1 Month Ago on 31 Jul 2023
Confirmation Submitted
2 Years 2 Months Ago on 4 Jul 2023
Bri Group Limited (PSC) Details Changed
9 Years Ago on 16 Apr 2016
Bri Group Limited (PSC) Appointed
9 Years Ago on 16 Apr 2016
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Documents
Confirmation statement made on 25 June 2025 with no updates
Submitted on 8 Jul 2025
Change of details for Bri Group Limited as a person with significant control on 16 April 2016
Submitted on 12 May 2025
Notification of Bri Group Limited as a person with significant control on 16 April 2016
Submitted on 8 May 2025
Cessation of Simon Nicholas Harold Boardman-Weston as a person with significant control on 8 May 2025
Submitted on 8 May 2025
Termination of appointment of Simon Mark Smith as a director on 30 September 2024
Submitted on 1 Oct 2024
Full accounts made up to 31 March 2024
Submitted on 1 Oct 2024
Confirmation statement made on 25 June 2024 with no updates
Submitted on 8 Jul 2024
Appointment of Mr Nicholas Sinclair-Wilson as a director on 31 July 2023
Submitted on 3 Jan 2024
Full accounts made up to 31 March 2023
Submitted on 4 Oct 2023
Confirmation statement made on 25 June 2023 with no updates
Submitted on 4 Jul 2023
Repayment History
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