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Brunel Wealth Limited

Brunel Wealth Limited is an active company incorporated on 25 October 2019 with the registered office located in Bristol, Bristol. Brunel Wealth Limited was registered 6 years ago.
Status
Active
Active since incorporation
Company No
12281992
Private limited company
Age
6 years
Incorporated 25 October 2019
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Confirmation
Due Soon
Dated 24 October 2024 (1 year ago)
Next confirmation dated 24 October 2025
Due by 7 November 2025 (4 days remaining)
Last change occurred 1 year ago
Accounts
Submitted
For period 1 Jan31 Dec 2024 (1 year)
Accounts type is Total Exemption Full
Next accounts for period 31 December 2025
Due by 30 September 2026 (11 months remaining)
Address
3 Temple Quay
Temple Back East
Bristol
BS1 6DZ
United Kingdom
Same address since incorporation
Telephone
0117 4503150
Email
Unreported
People
Officers
4
Shareholders
5
Controllers (PSC)
1
Director • Financial Planner & Wealth Manager • British • Lives in England • Born in Feb 1980
Director • Insurance Broker • British • Lives in UK • Born in Jun 1977
Director • British • Lives in England • Born in Oct 1958
Director • Financial Planner & Wealth Manager • British • Lives in England • Born in Jun 1980
Lane Brunel Investments Limited
PSC
Shareholders, PSCs & Group Structure
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Mutual Companies
14 Hurle Crescent Residents Association Limited
Mr Iain Kerr Black is a mutual person.
Active
40 Alma Vale Road Management Limited
Mr Iain Kerr Black is a mutual person.
Active
Brunel Employee Benefits Limited
Russell Alan Lane is a mutual person.
Active
Lane Brunel Investments Ltd
Russell Alan Lane is a mutual person.
Active
Glentworth Portishead Limited
Russell Alan Lane is a mutual person.
Active
Brunel Insurance Brokers Ltd
Russell Alan Lane is a mutual person.
Active
Inman & Associates Limited
Russell Alan Lane is a mutual person.
Active
Brunel Insurance For People Limited
Russell Alan Lane is a mutual person.
Active
Brands
Brunel Wealth Ltd
Brunel Wealth Ltd is a firm of Independent Financial Advisors (IFAs) based throughout the UK, specialising in financial planning and wealth management.
Financials
Net Assets, Total Assets & Total Liabilities (2020–2024)
Period Ended
31 Dec 2024
For period 31 Dec31 Dec 2024
Traded for 12 months
Cash in Bank
£12.01K
Decreased by £27.3K (-69%)
Turnover
Unreported
Same as previous period
Employees
14
Increased by 2 (+17%)
Total Assets
£1.6M
Increased by £68.67K (+4%)
Total Liabilities
-£3.23M
Increased by £50.07K (+2%)
Net Assets
-£1.63M
Increased by £18.6K (-1%)
Debt Ratio (%)
202%
Decreased by 5.78% (-3%)
Latest Activity
Full Accounts Submitted
1 Month Ago on 26 Sep 2025
Confirmation Submitted
1 Year Ago on 31 Oct 2024
Full Accounts Submitted
1 Year 1 Month Ago on 7 Sep 2024
Charge Satisfied
1 Year 7 Months Ago on 20 Mar 2024
New Charge Registered
1 Year 7 Months Ago on 14 Mar 2024
Confirmation Submitted
1 Year 11 Months Ago on 27 Nov 2023
Full Accounts Submitted
2 Years 7 Months Ago on 3 Apr 2023
Mr Russell Alan Lane Details Changed
2 Years 10 Months Ago on 3 Jan 2023
Brunel Professional Risks Limited (PSC) Details Changed
4 Years Ago on 16 Jun 2021
Lane Brunel Investments Limited (PSC) Details Changed
6 Years Ago on 25 Oct 2019
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Documents
Total exemption full accounts made up to 31 December 2024
Submitted on 26 Sep 2025
Confirmation statement made on 24 October 2024 with updates
Submitted on 31 Oct 2024
Change of details for Lane Brunel Investments Limited as a person with significant control on 25 October 2019
Submitted on 31 Oct 2024
Change of share class name or designation
Submitted on 21 Oct 2024
Total exemption full accounts made up to 31 December 2023
Submitted on 7 Sep 2024
Satisfaction of charge 122819920001 in full
Submitted on 20 Mar 2024
Registration of charge 122819920002, created on 14 March 2024
Submitted on 18 Mar 2024
Confirmation statement made on 24 October 2023 with no updates
Submitted on 27 Nov 2023
Director's details changed for Mr Russell Alan Lane on 3 January 2023
Submitted on 9 Nov 2023
Total exemption full accounts made up to 31 December 2022
Submitted on 3 Apr 2023
Repayment History
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