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Bri Wealth Management Plc

00727301

active
Public Limited Company
england wales
Companies House
Health Score
65 / 100

Some Concerns

25/30
Filing
0/30
Financial
40/40
Risk

No risk factors detected.

Details

BRI HOUSE ELM COURT, MERIDEN GREEN BUSINESS PARK, CV5 9RL
Incorporated 20/06/1962

Compliance

Last accounts

31/03/2025

full

Next accounts due

30/09/2026

On track

Confirmation statement

Last: 25/06/2025

Due 09/07/2026

On track

Industry

64999
Other financial service activities

Officers

Mr Simon Nicholas Harold Boardman-Weston

director · Since 25/06/1992

COMPANY DIRECTOR

ENGLISH · ENGLAND · Age 68

Also on 28 other boards

Mr Dean Andrew Wragg Ba Fsi

director · Since 25/09/2001

COMPLIANCE OFFICER

BRITISH · ENGLAND · Age 56

Also on 7 other boards

Mr Paul Robert Mattioli

director · Since 30/06/2009

CHARTERED ACCOUNTANT

BRITISH · UNITED KINGDOM · Age 73

Also on 3 other boards

Mr Dean Paul Smith

secretary · Since 29/06/2012

Also on 4 other boards

Mr Vince Michael Hopkins

director · Since 27/06/2013

HEAD OF INVESTMENT MANAGEMENT

ENGLISH · ENGLAND · Age 65

Also on 1 other board

Mr Andrew Joseph Gillett

director · Since 01/04/2020

FINANCIAL ADVISER

BRITISH · ENGLAND · Age 53

Also on 2 other boards

Mr Daniel Boardman-Weston

director · Since 01/04/2020

CHIEF INVESTMENT OFFICER

BRITISH · ENGLAND · Age 33

Mr Dean Paul Smith

director · Since 30/09/2022

FINANCE DIRECTOR

BRITISH · ENGLAND · Age 51

Also on 4 other boards

Mr Nicholas Sinclair-Wilson

director · Since 31/07/2023

CLIENT SERVICES

BRITISH · ENGLAND · Age 37

Also on 1 other board

Persons with Significant Control

Bri Group Limited

75–100% shares
75–100% votes
Appoint directors

Bri House, Copse Drive, Coventry, CV5 9RL

Reg: 02454051 · Companies House · Limited Comany

Notified 16/04/2016

Former PSCs

Mr Simon Nicholas Harold Boardman-Weston

Ceased 08/05/2025