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Bri Wealth Management Plc Bri house elm court Copse drive, Meriden green business park, CV5 9RL

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BRI WEALTH MANAGEMENT PLC is an active PLC, registered at Companies House under the number 00727301. BRI WEALTH MANAGEMENT PLC was incorporated on 20 June 1962 with a registered office address based in Meriden green business park. BRI WEALTH MANAGEMENT PLC has been operating for 62 year(s) and 12 month(s). According to the latest confirmation statement submitted on 25 June 2024, there is currently 14 active director(s) and activities related to the SIC Code 64999 - Financial intermediation not elsewhere classified.

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Name Change

Bri Wealth Management Plc

Status Change

ACTIVE

Active since incorporation

Confirmation File Now

DUE SOON

Last submitted on 25 June 2024 (11 months ago)

Next confirmation dated 25 June 2025

Due by 9 July 2025 (1 months remaining)

2 change of name occurred since incorporation

Accounts File Now

Submitted

Last accounts submitted for period 31 March 2024 (14 months ago)

Accounts type was Full

Next accounts dated 31 March 2025

Due by 30 September 2025

Company No.

00727301

PLC

Incorporation

20 June 1962

Incorporated 62 year(s) and 12 month(s) ago

Size

---

Classification Change

64999 - Financial intermediation not elsewhere classified

Update Address

Registered Address

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

Country of Origin

United Kingdom

Update Active Officers (10)

ACTIVE

Mr Dean Paul Smith
Appointed on: 29 /06 /2012 -

ACTIVE

Mr Simon Nicholas Harold Boardman-Weston
Appointed on: 25 /06 /1992 - Company Director British

ACTIVE

Mr Vince Michael Hopkins
Appointed on: 27 /06 /2013 - Head Of Investment Management English

ACTIVE

Mr Paul Robert Mattioli
Appointed on: 30 /06 /2009 - Chartered Accountant British

ACTIVE

Mr Simon Mark Smith
Appointed on: 28 /01 /2016 - Venture Capitalist English

ACTIVE

Mr Dean Andrew Wragg
Appointed on: 25 /09 /2001 - Compliance Officer British

ACTIVE

Mr Andrew Joseph Gillett
Appointed on: 01 /04 /2020 - Financial Adviser British

ACTIVE

Mr Daniel Boardman-Weston
Appointed on: 01 /04 /2020 - Chief Investment Officer British

ACTIVE

Mr Daniel Boardman-Weston
Appointed on: 01 /04 /2020 - Chief Investment Officer British

ACTIVE

Mr Dean Paul Smith
Appointed on: 30 /09 /2022 - Finance Director British

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Financials

Year Ended

Mar 2024

Total Liabilities

-

Cash in Bank

-

Debt Ratio (%)

-

Total Assets

-

Net Assets

-

Employees

-

Turnover

-
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