BRI WEALTH MANAGEMENT PLC

Key Data

Status

Active

Company No.

00727301

Incorporation date

20/06/1962

Size

Full

Classification

Financial intermediation not elsewhere classified (64.99/9 - SIC 2007);

Contacts

Registered address

See on map

Latest events (Record since 18/07/1986)

17/09/2025

Full accounts made up to 2025-03-31

View PDF (38 pages)

08/07/2025

Confirmation statement made on 2025-06-25 with no updates

View PDF (3 pages)

12/05/2025

Change of details for Bri Group Limited as a person with significant control on 2016-04-16

View PDF (2 pages)

08/05/2025

Notification of Bri Group Limited as a person with significant control on 2016-04-16

View PDF (2 pages)

08/05/2025

Cessation of Simon Nicholas Harold Boardman-Weston as a person with significant control on 2025-05-08

View PDF (1 pages)

01/10/2024

Termination of appointment of Simon Mark Smith as a director on 2024-09-30

View PDF (1 pages)

01/10/2024

Full accounts made up to 2024-03-31

View PDF (38 pages)

08/07/2024

Confirmation statement made on 2024-06-25 with no updates

View PDF (3 pages)

03/01/2024

Appointment of Mr Nicholas Sinclair-Wilson as a director on 2023-07-31

View PDF (2 pages)

04/10/2023

Full accounts made up to 2023-03-31

View PDF (37 pages)

04/07/2023

Confirmation statement made on 2023-06-25 with no updates

View PDF (3 pages)

30/09/2022

Appointment of Mr Dean Paul Smith as a director on 2022-09-30

View PDF (2 pages)

13/09/2022

Full accounts made up to 2022-03-31

View PDF (39 pages)

04/07/2022

Confirmation statement made on 2022-06-25 with no updates

View PDF (3 pages)

14/10/2021

Full accounts made up to 2021-03-31

View PDF (37 pages)

23/08/2021

Confirmation statement made on 2021-06-25 with no updates

View PDF (3 pages)

29/01/2021

Secretary's details changed for Mr Dean Paul Smith on 2016-02-01

View PDF (1 pages)

29/01/2021

Director's details changed for Mr Daniel Boardman-Weston on 2020-12-01

View PDF (2 pages)

29/01/2021

Termination of appointment of Paul James Cusack as a director on 2021-01-29

View PDF (1 pages)

04/01/2021

Termination of appointment of Lawrence Geoffrey Fisher as a director on 2020-12-31

View PDF (1 pages)

07/12/2020

Full accounts made up to 2020-03-31

View PDF (28 pages)

14/07/2020

Confirmation statement made on 2020-06-25 with no updates

View PDF (3 pages)

24/06/2020

Termination of appointment of Hannah Eve Edwards as a director on 2020-06-23

View PDF (1 pages)

30/04/2020

Appointment of Mr Daniel Boardman-Weston as a director on 2020-04-01

View PDF (2 pages)

30/04/2020

Appointment of Mr Andrew Joseph Gillett as a director on 2020-04-01

View PDF (2 pages)

13/09/2019

Full accounts made up to 2019-03-31

View PDF (26 pages)

05/07/2019

Confirmation statement made on 2019-06-25 with no updates

View PDF (3 pages)

03/04/2019

Termination of appointment of Christopher Edwin Mustin as a director on 2019-03-31

View PDF (1 pages)

28/09/2018

Full accounts made up to 2018-03-31

View PDF (26 pages)

26/06/2018

Confirmation statement made on 2018-06-25 with no updates

View PDF (3 pages)

26/06/2018

Notification of Simon Nicholas Harold Boardman-Weston as a person with significant control on 2018-06-26

View PDF (2 pages)

10/04/2018

Appointment of Mr Lawrence Geoffrey Fisher as a director on 2018-03-29

View PDF (2 pages)

29/08/2017

Full accounts made up to 2017-03-31

View PDF (25 pages)

07/07/2017

Confirmation statement made on 2017-06-25 with no updates

View PDF (3 pages)

01/10/2016

Full accounts made up to 2016-03-31

View PDF (25 pages)

05/08/2016

Annual return made up to 2016-06-25 with full list of shareholders

View PDF (8 pages)

06/05/2016

Appointment of Mr Simon Smith as a director on 2016-01-28

View PDF (2 pages)

17/08/2015

Full accounts made up to 2015-03-31

View PDF (25 pages)

20/07/2015

Annual return made up to 2015-06-25 with full list of shareholders

View PDF (10 pages)

20/11/2014

Termination of appointment of Mark David Merten Jones as a director on 2014-11-20

View PDF (1 pages)

11/08/2014

Full accounts made up to 2014-03-31

View PDF (22 pages)

16/07/2014

Annual return made up to 2014-06-25 with full list of shareholders

View PDF (11 pages)

16/07/2014

Director's details changed for Mr Vince Michael Hopkins on 2013-07-29

View PDF (2 pages)

03/07/2014

Appointment of Mr Vince Michael Hopkins as a director

View PDF (2 pages)

23/12/2013

Certificate of change of name

View PDF (2 pages)

23/12/2013

Change of name notice

View PDF (2 pages)

17/07/2013

Full accounts made up to 2013-03-31

View PDF (21 pages)

15/07/2013

Annual return made up to 2013-06-25 with full list of shareholders

View PDF (10 pages)

23/07/2012

Full accounts made up to 2012-03-31

View PDF (21 pages)

13/07/2012

Annual return made up to 2012-06-25 with full list of shareholders

View PDF (10 pages)

04/07/2012

Termination of appointment of Hazel Gwynne as a secretary

View PDF (1 pages)

04/07/2012

Appointment of Mr Dean Paul Smith as a secretary

View PDF (2 pages)

01/06/2012

Director's details changed for Mr Mark David Merten Jones on 2012-05-23

View PDF (2 pages)

18/07/2011

Annual return made up to 2011-06-25 with full list of shareholders

View PDF (10 pages)

13/07/2011

Full accounts made up to 2011-03-31

View PDF (21 pages)

02/06/2011

Termination of appointment of Michael Cusack as a director

View PDF (1 pages)

15/04/2011

Appointment of Mrs Hannah Eve Edwards as a director

View PDF (2 pages)

24/08/2010

Full accounts made up to 2010-03-31

View PDF (21 pages)

19/07/2010

Annual return made up to 2010-06-25 with full list of shareholders

View PDF (10 pages)

19/07/2010

Director's details changed for Christopher Edwin Mustin on 2010-06-25

View PDF (2 pages)

19/07/2010

Director's details changed for Mr Paul Robert Mattioli on 2010-06-25

View PDF (2 pages)

19/07/2010

Director's details changed for Mr Michael James Cusack on 2010-06-25

View PDF (2 pages)

23/07/2009

Full accounts made up to 2009-03-31

View PDF (21 pages)

13/07/2009

Return made up to 25/06/09; full list of members

View PDF (5 pages)

10/07/2009

Director's change of particulars / michael cusack / 23/08/2007

View PDF (1 pages)

09/07/2009

Director appointed mr paul robert mattioli

View PDF (1 pages)

16/07/2008

Return made up to 25/06/08; full list of members

View PDF (5 pages)

16/06/2008

Full accounts made up to 2008-03-31

View PDF (25 pages)

06/03/2008

Director's change of particulars / mark merten jones / 04/03/2008

View PDF (1 pages)

28/08/2007

Director's particulars changed

View PDF (1 pages)

20/08/2007

Director resigned

View PDF (1 pages)

27/07/2007

Director resigned

View PDF (1 pages)

17/07/2007

Return made up to 25/06/07; full list of members

View PDF (4 pages)

02/07/2007

Full accounts made up to 2007-03-31

View PDF (20 pages)

27/10/2006

Director's particulars changed

View PDF (1 pages)

24/08/2006

New director appointed

View PDF (2 pages)

20/07/2006

Full accounts made up to 2006-03-31

View PDF (19 pages)

20/07/2006

Return made up to 25/06/06; full list of members

View PDF (9 pages)

17/05/2006

Director's particulars changed

View PDF (1 pages)

23/07/2005

Return made up to 25/06/05; full list of members

View PDF (9 pages)

12/07/2005

Full accounts made up to 2005-03-31

View PDF (18 pages)

10/03/2005

Secretary's particulars changed

View PDF (1 pages)

30/07/2004

Full accounts made up to 2004-03-31

View PDF (19 pages)

16/07/2004

Return made up to 25/06/04; full list of members

View PDF (9 pages)

02/07/2004

New director appointed

View PDF (2 pages)

05/04/2004

Director's particulars changed

View PDF (1 pages)

12/01/2004

Director resigned

View PDF (1 pages)

12/01/2004

New director appointed

View PDF (2 pages)

12/01/2004

New director appointed

View PDF (2 pages)

09/01/2004

Auditor's resignation

View PDF (1 pages)

24/07/2003

Full accounts made up to 2003-03-31

View PDF (20 pages)

08/07/2003

Return made up to 25/06/03; full list of members

View PDF (8 pages)

04/08/2002

Full accounts made up to 2002-03-31

View PDF (20 pages)

21/07/2002

Return made up to 25/06/02; full list of members

View PDF (8 pages)

03/05/2002

New director appointed

View PDF (2 pages)

26/03/2002

Director's particulars changed

View PDF (1 pages)

08/10/2001

Secretary resigned

View PDF (1 pages)

08/10/2001

New director appointed

View PDF (2 pages)

08/10/2001

New secretary appointed

View PDF (2 pages)

06/08/2001

Full accounts made up to 2001-03-31

View PDF (16 pages)

27/07/2001

Return made up to 25/06/01; full list of members

View PDF (7 pages)

23/11/2000

Ad 31/10/00--------- £ si [email protected]=100000 £ ic 50000/150000

View PDF (2 pages)

16/08/2000

Nc inc already adjusted 10/08/00

View PDF (1 pages)

16/08/2000

Resolutions

View PDF (1 pages)

26/07/2000

Full accounts made up to 2000-03-31

View PDF (16 pages)

24/07/2000

Return made up to 25/06/00; full list of members

View PDF (7 pages)

15/09/1999

Director resigned

View PDF (1 pages)

28/07/1999

Return made up to 25/06/99; full list of members

View PDF (8 pages)

05/07/1999

Full accounts made up to 1999-03-31

View PDF (15 pages)

05/10/1998

New director appointed

View PDF (2 pages)

17/07/1998

Return made up to 25/06/98; no change of members

View PDF (6 pages)

10/07/1998

Full accounts made up to 1998-03-31

View PDF (12 pages)

28/07/1997

Full accounts made up to 1997-03-31

View PDF (12 pages)

27/07/1997

Return made up to 25/06/97; no change of members

View PDF (6 pages)

02/08/1996

Full accounts made up to 1996-03-31

View PDF (13 pages)

28/07/1996

Return made up to 25/06/96; full list of members

View PDF (8 pages)

26/07/1995

Secretary resigned;director resigned

View PDF (2 pages)

26/07/1995

New secretary appointed

View PDF (2 pages)

24/07/1995

Full accounts made up to 1995-03-31

View PDF (0 pages)

14/06/1995

Return made up to 25/06/95; no change of members

View PDF (4 pages)

28/03/1995

Memorandum and Articles of Association

View PDF (12 pages)

28/03/1995

Resolutions

View PDF (2 pages)

03/02/1995

New director appointed

View PDF (0 pages)

01/01/1995

A selection of documents registered before 1 January 1995

View PDF (101 pages)

05/09/1994

Director resigned

View PDF (0 pages)

11/08/1994

Full accounts made up to 1994-03-31

View PDF (0 pages)

14/06/1994

Return made up to 25/06/94; no change of members

View PDF (0 pages)

17/02/1994

Registered office changed on 17/02/94 from:\neville house,, 42-46, hagley road,, birmingham., B16 8PE.

View PDF (0 pages)

29/07/1993

Full accounts made up to 1993-03-31

View PDF (0 pages)

01/07/1993

Return made up to 25/06/93; full list of members

View PDF (0 pages)

25/04/1993

New director appointed

View PDF (0 pages)

12/11/1992

Certificate of re-registration from Private to Public Limited Company

View PDF (0 pages)

12/11/1992

Auditor's statement

View PDF (0 pages)

12/11/1992

Declaration on reregistration from private to PLC

View PDF (0 pages)

12/11/1992

Balance Sheet

View PDF (0 pages)

12/11/1992

Auditor's report

View PDF (0 pages)

12/11/1992

Re-registration of Memorandum and Articles

View PDF (28 pages)

12/11/1992

Application for reregistration from private to PLC

View PDF (0 pages)

12/11/1992

Resolutions

View PDF (0 pages)

12/11/1992

Resolutions

View PDF (0 pages)

14/10/1992

Ad 30/09/92--------- £ si [email protected]=49000 £ ic 1000/50000

View PDF (0 pages)

14/10/1992

Nc inc already adjusted 30/09/92

View PDF (0 pages)

14/10/1992

Resolutions

View PDF (0 pages)

08/10/1992

Certificate of change of name

View PDF (0 pages)

29/06/1992

Full accounts made up to 1992-03-31

View PDF (0 pages)

29/06/1992

Return made up to 25/06/92; no change of members

View PDF (0 pages)

22/05/1992

Director resigned

View PDF (0 pages)

03/03/1992

New director appointed

View PDF (0 pages)

06/02/1992

Full accounts made up to 1991-03-31

View PDF (0 pages)

08/01/1992

New director appointed

View PDF (0 pages)

29/07/1991

Director resigned

View PDF (0 pages)

27/06/1991

Return made up to 25/06/91; full list of members

View PDF (0 pages)

07/03/1991

Auditor's resignation

View PDF (0 pages)

01/03/1991

Secretary resigned;new secretary appointed

View PDF (0 pages)

01/03/1991

New director appointed

View PDF (0 pages)

01/03/1991

New director appointed

View PDF (0 pages)

30/07/1990

Full accounts made up to 1990-03-31

View PDF (0 pages)

30/07/1990

Return made up to 25/06/90; full list of members

View PDF (0 pages)

05/02/1990

Full accounts made up to 1989-03-31

View PDF (0 pages)

31/10/1989

Return made up to 07/08/89; full list of members

View PDF (0 pages)

16/06/1989

Secretary resigned;new secretary appointed

View PDF (0 pages)

12/12/1988

Accounting reference date shortened from 02/07 to 31/03

View PDF (0 pages)

03/11/1988

Full accounts made up to 1988-07-01

View PDF (0 pages)

17/10/1988

Secretary resigned;new secretary appointed

View PDF (0 pages)

17/10/1988

Registered office changed on 17/10/88 from:\18 brooks road, wylde green, sutton

View PDF (0 pages)

17/10/1988

Resolutions

View PDF (0 pages)

18/05/1988

Return made up to 04/05/88; full list of members

View PDF (0 pages)

04/05/1988

Full accounts made up to 1987-07-01

View PDF (0 pages)

06/10/1987

Return made up to 24/09/87; full list of members

View PDF (0 pages)

02/10/1987

Accounts for a small company made up to 1986-07-01

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01/01/1987

A selection of documents registered before 1 January 1987

View PDF (0 pages)

18/07/1986

Accounts for a small company made up to 1985-07-01

View PDF (0 pages)

18/07/1986

Return made up to 15/07/86; full list of members

View PDF (0 pages)

Total Assets

No records

Number of employees

No records

Cash in Bank

No records

Business linkages

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Confirmation

Last made up date

31/03/2025

Next confirmation date

25/06/2026

Last change occurred

31/03/2025

Accounts

Full

Last made up date

31/03/2025

Next account date

31/03/2026

Next due on

30/09/2026

See more events →

Financial Ratios

No financial ratios available

This company has not submitted financial statements or the data is not publicly available. Please check back later – the information may be updated.

People

Officers

Person	Title	Period	Connections
Sinclair-Wilson, Nicholas	Director	31/07/2023 - Present	1
Mustin, Christopher Edwin	Director	09/08/2006 - 31/03/2019	5
Smith, Simon Mark	Director	28/01/2016 - 30/09/2024	27
Cusack, Paul James	Director	25/06/2004 - 29/01/2021	5
Edwards, Hannah Eve	Director	01/04/2011 - 23/06/2020	5

Persons with Significant Control

This information is available in our reports and to subscription users.

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Description

About BRI WEALTH MANAGEMENT PLC

BRI WEALTH MANAGEMENT PLC is an(a) Active company incorporated on 20/06/1962 with the registered office located at Bri House Elm Court, Copse Drive, Meriden Green Business Park, Coventry CV5 9RL. There are currently 8 active directors according to the latest confirmation statement. Number of employees Unknown according to last financial statements.

Frequently Asked Questions

What is the current status of BRI WEALTH MANAGEMENT PLC?

BRI WEALTH MANAGEMENT PLC is currently Active. It was registered on 20/06/1962 .

Where is BRI WEALTH MANAGEMENT PLC located?

BRI WEALTH MANAGEMENT PLC is registered at Bri House Elm Court, Copse Drive, Meriden Green Business Park, Coventry CV5 9RL.

What does BRI WEALTH MANAGEMENT PLC do?

BRI WEALTH MANAGEMENT PLC operates in the Financial intermediation not elsewhere classified (64.99/9 - SIC 2007) sector.

What is the latest filing for BRI WEALTH MANAGEMENT PLC?

The latest filing was on 17/09/2025: Full accounts made up to 2025-03-31.