BW

BRI WEALTH MANAGEMENT PLC

Active

Company number 00727301

Meriden Green Business Park · Incorporated 20 June 1962

Bri House Elm Court, Copse Drive, Meriden Green Business Park, Coventry, CV5 9RL

Last updated on 25 August 2026

Financial intermediation not elsewhere classified · SIC 64999

Status
Active
Company age
64 years
Company type
Public limited
Accounts
Up to date

Company history

Previous company names

BROOKS ROAD INVESTMENTS LIMITED · 20 June 1962 – 9 October 1992

BRI ASSET MANAGEMENT PLC · 9 October 1992 – 23 December 2013

Company overview

BRI Wealth Management PLC is an active public limited company incorporated on 20 June 1962. It is registered in England and Wales and operates from its registered office at Bri House, Elm Court, Copse Drive, Meriden Green Business Park, Coventry CV5 9RL. The company’s principal activity is classified under SIC code 64999.

It is wholly owned by Bri Group Limited, which holds 75-100% of the shares and voting rights and the right to appoint and remove directors. The board consists of two English directors: Simon Nicholas Harold Boardman-Weston and Vince Michael Hopkins. Dean Paul Smith serves as company secretary.

The company has no charges, no insolvency history and has never been liquidated. Its most recent full accounts, made up to 31 March 2025, were filed on 17 September 2025 and are not overdue. The latest confirmation statement, with no updates, was filed on 8 July 2025 and covers the period to 25 June 2025. The next accounts are due by 30 September 2026.

Compliance

Annual accounts Up to date
Last filed
31 March 2025
Next due
30 September 2026
2 weeks left
Confirmation statement Up to date
Last filed
25 June 2025
Next due
9 July 2026
Overdue by 3 months

Financial snapshot

Last accounts type
Full
Period end
31 March 2025

Detailed figures (assets, liabilities, net worth) are available in the full credit report.

Officers

No officers on record.

Persons with significant control

PS
Bri Group Limited
Ownership Of Shares 75 To 100 Percent
Voting Rights 75 To 100 Percent
Right To Appoint And Remove Directors
16 April 2016

Funding

0 funding rounds

No funding rounds on record.

Filing history

Accounts With Accounts Type Full
Accounts
17 September 2025 View
Confirmation Statement With No Updates
Confirmation Statement
8 July 2025 View
Change To A Person With Significant Control
Persons With Significant Control
12 May 2025 View
Cessation Of A Person With Significant Control
Persons With Significant Control
8 May 2025 View
Notification Of A Person With Significant Control
Persons With Significant Control
8 May 2025 View
Accounts With Accounts Type Full
Accounts
1 October 2024 View
Termination Director Company With Name Termination Date
Officers
1 October 2024 View
Confirmation Statement With No Updates
Confirmation Statement
8 July 2024 View
Appoint Person Director Company With Name Date
Officers
3 January 2024 View
Accounts With Accounts Type Full
Accounts
4 October 2023 View
Confirmation Statement With No Updates
Confirmation Statement
4 July 2023 View
Appoint Person Director Company With Name Date
Officers
30 September 2022 View
Accounts With Accounts Type Full
Accounts
13 September 2022 View
Confirmation Statement With No Updates
Confirmation Statement
4 July 2022 View
Accounts With Accounts Type Full
Accounts
14 October 2021 View
Confirmation Statement With No Updates
Confirmation Statement
23 August 2021 View
Change Person Secretary Company With Change Date
Officers
29 January 2021 View
Change Person Director Company With Change Date
Officers
29 January 2021 View
Termination Director Company With Name Termination Date
Officers
29 January 2021 View
Termination Director Company With Name Termination Date
Officers
4 January 2021 View
Accounts With Accounts Type Full
Accounts
7 December 2020 View
Confirmation Statement With No Updates
Confirmation Statement
14 July 2020 View
Termination Director Company With Name Termination Date
Officers
24 June 2020 View
Appoint Person Director Company With Name Date
Officers
30 April 2020 View
Appoint Person Director Company With Name Date
Officers
30 April 2020 View
Accounts With Accounts Type Full
Accounts
13 September 2019 View
Confirmation Statement With No Updates
Confirmation Statement
5 July 2019 View
Termination Director Company With Name Termination Date
Officers
3 April 2019 View
Accounts With Accounts Type Full
Accounts
28 September 2018 View
Confirmation Statement With No Updates
Confirmation Statement
26 June 2018 View
Notification Of A Person With Significant Control
Persons With Significant Control
26 June 2018 View
Appoint Person Director Company With Name Date
Officers
10 April 2018 View
Accounts With Accounts Type Full
Accounts
29 August 2017 View
Confirmation Statement With No Updates
Confirmation Statement
7 July 2017 View
Accounts With Accounts Type Full
Accounts
1 October 2016 View
Annual Return Company With Made Up Date Full List Shareholders
Annual Return
5 August 2016 View
Appoint Person Director Company With Name Date
Officers
6 May 2016 View
Accounts With Accounts Type Full
Accounts
17 August 2015 View
Annual Return Company With Made Up Date Full List Shareholders
Annual Return
20 July 2015 View
Termination Director Company With Name Termination Date
Officers
20 November 2014 View
Accounts With Accounts Type Full
Accounts
11 August 2014 View
Annual Return Company With Made Up Date Full List Shareholders
Annual Return
16 July 2014 View
Change Person Director Company With Change Date
Officers
16 July 2014 View
Appoint Person Director Company With Name
Officers
3 July 2014 View
Certificate Change Of Name Company
Change Of Name
23 December 2013 View
Change Of Name Notice
Change Of Name
23 December 2013 View
Accounts With Accounts Type Full
Accounts
17 July 2013 View
Annual Return Company With Made Up Date Full List Shareholders
Annual Return
15 July 2013 View
Accounts With Accounts Type Full
Accounts
23 July 2012 View
Annual Return Company With Made Up Date Full List Shareholders
Annual Return
13 July 2012 View
Termination Secretary Company With Name
Officers
4 July 2012 View
Appoint Person Secretary Company With Name
Officers
4 July 2012 View
Change Person Director Company With Change Date
Officers
1 June 2012 View
Annual Return Company With Made Up Date Full List Shareholders
Annual Return
18 July 2011 View
Accounts With Accounts Type Full
Accounts
13 July 2011 View
Termination Director Company With Name
Officers
2 June 2011 View
Appoint Person Director Company With Name
Officers
15 April 2011 View
Accounts With Accounts Type Full
Accounts
24 August 2010 View
Annual Return Company With Made Up Date Full List Shareholders
Annual Return
19 July 2010 View
Change Person Director Company With Change Date
Officers
19 July 2010 View
Change Person Director Company With Change Date
Officers
19 July 2010 View
Change Person Director Company With Change Date
Officers
19 July 2010 View
Accounts With Accounts Type Full
Accounts
23 July 2009 View
Legacy
Annual Return
13 July 2009 View
Legacy
Officers
10 July 2009 View
Legacy
Officers
9 July 2009 View
Legacy
Annual Return
16 July 2008 View
Accounts With Accounts Type Full
Accounts
16 June 2008 View
Legacy
Officers
6 March 2008 View
Legacy
Officers
28 August 2007 View
Legacy
Officers
20 August 2007 View
Legacy
Officers
27 July 2007 View
Legacy
Annual Return
17 July 2007 View
Accounts With Accounts Type Full
Accounts
2 July 2007 View
Legacy
Officers
27 October 2006 View
Legacy
Officers
24 August 2006 View
Accounts With Accounts Type Full
Accounts
20 July 2006 View
Legacy
Annual Return
20 July 2006 View
Legacy
Officers
17 May 2006 View
Legacy
Annual Return
23 July 2005 View
Accounts With Accounts Type Full
Accounts
12 July 2005 View
Legacy
Officers
10 March 2005 View
Accounts With Accounts Type Full
Accounts
30 July 2004 View
Legacy
Annual Return
16 July 2004 View
Legacy
Officers
2 July 2004 View
Legacy
Officers
5 April 2004 View
Legacy
Officers
12 January 2004 View
Legacy
Officers
12 January 2004 View
Legacy
Officers
12 January 2004 View
Auditors Resignation Company
Auditors
9 January 2004 View
Accounts With Accounts Type Full
Accounts
24 July 2003 View
Legacy
Annual Return
8 July 2003 View
Accounts With Accounts Type Full
Accounts
4 August 2002 View
Legacy
Annual Return
21 July 2002 View
Legacy
Officers
3 May 2002 View
Legacy
Officers
26 March 2002 View
Legacy
Officers
8 October 2001 View
Legacy
Officers
8 October 2001 View
Legacy
Officers
8 October 2001 View
Accounts With Accounts Type Full
Accounts
6 August 2001 View
Legacy
Annual Return
27 July 2001 View
Legacy
Capital
23 November 2000 View
Legacy
Capital
16 August 2000 View
Resolution
Resolution
16 August 2000 View
Accounts With Accounts Type Full
Accounts
26 July 2000 View
Legacy
Annual Return
24 July 2000 View
Legacy
Officers
15 September 1999 View
Legacy
Annual Return
28 July 1999 View
Accounts With Accounts Type Full
Accounts
5 July 1999 View
Legacy
Officers
5 October 1998 View
Legacy
Annual Return
17 July 1998 View
Accounts With Accounts Type Full
Accounts
10 July 1998 View
Accounts With Accounts Type Full
Accounts
28 July 1997 View
Legacy
Annual Return
27 July 1997 View
Accounts With Accounts Type Full
Accounts
2 August 1996 View
Legacy
Annual Return
28 July 1996 View
Legacy
Officers
26 July 1995 View
Legacy
Officers
26 July 1995 View
Accounts With Accounts Type Full
Accounts
24 July 1995 View
Legacy
Annual Return
14 June 1995 View
Resolution
Resolution
28 March 1995 View
Memorandum Articles
Incorporation
28 March 1995 View
Legacy
Officers
3 February 1995 View
Selection Of Documents Registered Before January 1995
Historical
1 January 1995 View
Legacy
Officers
5 September 1994 View
Accounts With Accounts Type Full
Accounts
11 August 1994 View
Legacy
Annual Return
14 June 1994 View
Legacy
Address
17 February 1994 View
Accounts With Accounts Type Full
Accounts
29 July 1993 View
Legacy
Annual Return
1 July 1993 View
Legacy
Officers
25 April 1993 View
Legacy
Reregistration
12 November 1992 View
Re Registration Memorandum Articles
Incorporation
12 November 1992 View
Legacy
Reregistration
12 November 1992 View
Resolution
Resolution
12 November 1992 View
Accounts Balance Sheet
Accounts
12 November 1992 View
Certificate Re Registration Private To Public Limited Company
Change Of Name
12 November 1992 View
Auditors Statement
Auditors
12 November 1992 View
Auditors Report
Auditors
12 November 1992 View
Resolution
Resolution
12 November 1992 View
Legacy
Capital
14 October 1992 View
Legacy
Capital
14 October 1992 View
Resolution
Resolution
14 October 1992 View
Certificate Change Of Name Company
Change Of Name
8 October 1992 View
Legacy
Annual Return
29 June 1992 View
Accounts With Accounts Type Full
Accounts
29 June 1992 View
Legacy
Officers
22 May 1992 View
Legacy
Officers
3 March 1992 View
Accounts With Accounts Type Full
Accounts
6 February 1992 View
Legacy
Officers
8 January 1992 View
Legacy
Officers
29 July 1991 View
Legacy
Annual Return
27 June 1991 View
Auditors Resignation Company
Auditors
7 March 1991 View
Legacy
Officers
1 March 1991 View
Legacy
Officers
1 March 1991 View
Legacy
Officers
1 March 1991 View
Accounts With Accounts Type Full
Accounts
30 July 1990 View
Legacy
Annual Return
30 July 1990 View
Accounts With Accounts Type Full
Accounts
5 February 1990 View
Legacy
Annual Return
31 October 1989 View
Legacy
Officers
16 June 1989 View
Legacy
Accounts
12 December 1988 View
Accounts With Accounts Type Full
Accounts
3 November 1988 View
Legacy
Address
17 October 1988 View
Legacy
Officers
17 October 1988 View
Resolution
Resolution
17 October 1988 View
Legacy
Annual Return
18 May 1988 View
Accounts With Accounts Type Full
Accounts
4 May 1988 View
Legacy
Annual Return
6 October 1987 View
Accounts With Accounts Type Small
Accounts
2 October 1987 View
Selection Of Documents Registered Before January 1987
Historical
1 January 1987 View
Accounts With Accounts Type Small
Accounts
18 July 1986 View
Legacy
Annual Return
18 July 1986 View

Risk at a glance

  • Company active
  • Accounts up to date
  • Confirmation statement up to date
  • No insolvency history
  • No registered charges
  • Credit score
  • Recommended limit
  • Payment risk

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