Bri Wealth Management Plc
00727301
Some Concerns
No risk factors detected.
Details
Previously known as
Compliance
Last accounts
31/03/2025
full
Next accounts due
30/09/2026
Confirmation statement
Last: 25/06/2025
Due 09/07/2026
Industry
Officers
director · Since 25/06/1992
COMPANY DIRECTOR
ENGLISH · ENGLAND · Age 68
Also on 28 other boards
director · Since 25/09/2001
COMPLIANCE OFFICER
BRITISH · ENGLAND · Age 56
Also on 7 other boards
director · Since 30/06/2009
CHARTERED ACCOUNTANT
BRITISH · UNITED KINGDOM · Age 73
Also on 3 other boards
director · Since 27/06/2013
HEAD OF INVESTMENT MANAGEMENT
ENGLISH · ENGLAND · Age 65
Also on 1 other board
director · Since 01/04/2020
FINANCIAL ADVISER
BRITISH · ENGLAND · Age 53
Also on 2 other boards
director · Since 01/04/2020
CHIEF INVESTMENT OFFICER
BRITISH · ENGLAND · Age 33
director · Since 30/09/2022
FINANCE DIRECTOR
BRITISH · ENGLAND · Age 51
Also on 4 other boards
director · Since 31/07/2023
CLIENT SERVICES
BRITISH · ENGLAND · Age 37
Also on 1 other board
secretary · Since 29/06/2012
Former
director · Resigned 31/08/1994
secretary · Resigned 24/07/1995
director · Resigned 24/07/1995
director · Resigned 31/08/1999
secretary · Resigned 01/10/2001
director · Resigned 31/12/2003
director · Resigned 26/07/2007
director · Resigned 16/08/2007
director · Resigned 26/05/2011
secretary · Resigned 29/06/2012
director · Resigned 20/11/2014
director · Resigned 31/03/2019
director · Resigned 23/06/2020
director · Resigned 31/12/2020
director · Resigned 29/01/2021
director · Resigned 30/09/2024
Persons with Significant Control
Bri Group Limited
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
Change History
Active
Public Limited Company
BRI HOUSE ELM COURT
MERIDEN GREEN BUSINESS PARK