Bri Wealth Management Plc
Company Profile
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SmallBri Wealth Management Plc
00727301•Public Limited With Share Capital
Bri House Elm Court, Copse Drive, Meriden Green Business Park, CV59RL
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Incorporated
20/06/1962
Company Age
63 years
Directors
9
Employees
44
SIC Code
64999
Risk
very low risk
Company Overview
Registration, classification & business activity
Bri Wealth Management Plc (00727301) is a public limited with share capital incorporated on 20/06/1962 (63 years old) and registered in meriden green business park, CV59RL. The company operates under SIC code 64999 and is classified as Small.
Bri wealth management plc is an independently owned uk company specialising in investment management and financial planning services. with over 50 years of experience, we provide discretionary and advisory portfolio management for a range of clients. our mission is to provide each of our clients wit...
Public Limited With Share Capital
SIC: 64999
Small
Incorporated 20/06/1962
CV59RL
44 employees
Financial Overview
Total Assets
£5.67M
Liabilities
£1.17M
Net Assets
£4.50M
Turnover
£5.73M
Cash
£2.37M
Key Metrics
44
Employees
9
Directors
2
Shareholders
1
CCJs
Board of Directors
5
Name
Position
director
director
director
director
Filed Documents
100
Document Name
Category
Date
Accounts With Accounts Type Full
Category:Accounts
Date:17-09-2025
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:08-07-2025
Change To A Person With Significant Control
Category:Persons With Significant Control
Date:12-05-2025
Cessation Of A Person With Significant Control
Category:Persons With Significant Control
Date:08-05-2025
Notification Of A Person With Significant Control
Category:Persons With Significant Control
Date:08-05-2025
Accounts With Accounts Type Full
Category:Accounts
Date:01-10-2024
Termination Director Company With Name Termination Date
Category:Officers
Date:01-10-2024
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:08-07-2024
Appoint Person Director Company With Name Date
Category:Officers
Date:03-01-2024
Accounts With Accounts Type Full
Category:Accounts
Date:04-10-2023
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:04-07-2023
Appoint Person Director Company With Name Date
Category:Officers
Date:30-09-2022
Accounts With Accounts Type Full
Category:Accounts
Date:13-09-2022
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:04-07-2022
Accounts With Accounts Type Full
Category:Accounts
Date:14-10-2021
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:23-08-2021
Change Person Secretary Company With Change Date
Category:Officers
Date:29-01-2021
Change Person Director Company With Change Date
Category:Officers
Date:29-01-2021
Termination Director Company With Name Termination Date
Category:Officers
Date:29-01-2021
Termination Director Company With Name Termination Date
Category:Officers
Date:04-01-2021
Accounts With Accounts Type Full
Category:Accounts
Date:07-12-2020
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:14-07-2020
Termination Director Company With Name Termination Date
Category:Officers
Date:24-06-2020
Appoint Person Director Company With Name Date
Category:Officers
Date:30-04-2020
Appoint Person Director Company With Name Date
Category:Officers
Date:30-04-2020
Accounts With Accounts Type Full
Category:Accounts
Date:13-09-2019
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:05-07-2019
Termination Director Company With Name Termination Date
Category:Officers
Date:03-04-2019
Accounts With Accounts Type Full
Category:Accounts
Date:28-09-2018
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:26-06-2018
Notification Of A Person With Significant Control
Category:Persons With Significant Control
Date:26-06-2018
Appoint Person Director Company With Name Date
Category:Officers
Date:10-04-2018
Accounts With Accounts Type Full
Category:Accounts
Date:29-08-2017
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:07-07-2017
Accounts With Accounts Type Full
Category:Accounts
Date:01-10-2016
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:05-08-2016
Appoint Person Director Company With Name Date
Category:Officers
Date:06-05-2016
Accounts With Accounts Type Full
Category:Accounts
Date:17-08-2015
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:20-07-2015
Termination Director Company With Name Termination Date
Category:Officers
Date:20-11-2014
Accounts With Accounts Type Full
Category:Accounts
Date:11-08-2014
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:16-07-2014
Change Person Director Company With Change Date
Category:Officers
Date:16-07-2014
Appoint Person Director Company With Name
Category:Officers
Date:03-07-2014
Certificate Change Of Name Company
Category:Change Of Name
Date:23-12-2013
Change Of Name Notice
Category:Change Of Name
Date:23-12-2013
Accounts With Accounts Type Full
Category:Accounts
Date:17-07-2013
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:15-07-2013
Accounts With Accounts Type Full
Category:Accounts
Date:23-07-2012
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:13-07-2012
Termination Secretary Company With Name
Category:Officers
Date:04-07-2012
Appoint Person Secretary Company With Name
Category:Officers
Date:04-07-2012
Change Person Director Company With Change Date
Category:Officers
Date:01-06-2012
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:18-07-2011
Accounts With Accounts Type Full
Category:Accounts
Date:13-07-2011
Termination Director Company With Name
Category:Officers
Date:02-06-2011
Appoint Person Director Company With Name
Category:Officers
Date:15-04-2011
Accounts With Accounts Type Full
Category:Accounts
Date:24-08-2010
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:19-07-2010
Change Person Director Company With Change Date
Category:Officers
Date:19-07-2010
Change Person Director Company With Change Date
Category:Officers
Date:19-07-2010
Change Person Director Company With Change Date
Category:Officers
Date:19-07-2010
Accounts With Accounts Type Full
Category:Accounts
Date:23-07-2009
Legacy
Category:Annual Return
Date:13-07-2009
Legacy
Category:Officers
Date:10-07-2009
Legacy
Category:Officers
Date:09-07-2009
Legacy
Category:Annual Return
Date:16-07-2008
Accounts With Accounts Type Full
Category:Accounts
Date:16-06-2008
Legacy
Category:Officers
Date:06-03-2008
Legacy
Category:Officers
Date:28-08-2007
Legacy
Category:Officers
Date:20-08-2007
Legacy
Category:Officers
Date:27-07-2007
Legacy
Category:Annual Return
Date:17-07-2007
Accounts With Accounts Type Full
Category:Accounts
Date:02-07-2007
Legacy
Category:Officers
Date:27-10-2006
Legacy
Category:Officers
Date:24-08-2006
Accounts With Accounts Type Full
Category:Accounts
Date:20-07-2006
Legacy
Category:Annual Return
Date:20-07-2006
Legacy
Category:Officers
Date:17-05-2006
Legacy
Category:Annual Return
Date:23-07-2005
Accounts With Accounts Type Full
Category:Accounts
Date:12-07-2005
Legacy
Category:Officers
Date:10-03-2005
Accounts With Accounts Type Full
Category:Accounts
Date:30-07-2004
Legacy
Category:Annual Return
Date:16-07-2004
Legacy
Category:Officers
Date:02-07-2004
Legacy
Category:Officers
Date:05-04-2004
Legacy
Category:Officers
Date:12-01-2004
Legacy
Category:Officers
Date:12-01-2004
Legacy
Category:Officers
Date:12-01-2004
Auditors Resignation Company
Category:Auditors
Date:09-01-2004
Accounts With Accounts Type Full
Category:Accounts
Date:24-07-2003
Legacy
Category:Annual Return
Date:08-07-2003
Accounts With Accounts Type Full
Category:Accounts
Date:04-08-2002
Legacy
Category:Annual Return
Date:21-07-2002
Legacy
Category:Officers
Date:03-05-2002
Legacy
Category:Officers
Date:26-03-2002
Legacy
Category:Officers
Date:08-10-2001
Legacy
Category:Officers
Date:08-10-2001
Legacy
Category:Officers
Date:08-10-2001
Accounts With Accounts Type Full
Category:Accounts
Date:06-08-2001
Risk Assessment
very low risk
International Score
Future Factor
excellent
Performance Rating
Accounts
Typefull accounts
Due Date30/09/2026
Filing Date12/09/2025
Latest Accounts31/03/2025
Trading Addresses
B R I House, Elm Court, Meriden Business Park, Copse Drive, Coventry, West Midlands, CV59RLRegistered
Marlborough House, 2 Charnwood Street, Derby, Derbyshire, DE12GT
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