BRI WEALTH MANAGEMENT PLC

Company number 00727301 ·

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Overview

Company type
Public Limited Company
Incorporated
1962-06-20
Registered office
Bri House Elm Court, Copse Drive, Meriden Green Business Park, Coventry, CV5 9RL
Postcode
CV5 9RL
Capital
150,000 GBP
Accounts category
Full

Accounts

Last made up to
2025-03-31
Next due by
2026-09-30
Financial year end
31 March

Confirmation statement

Last statement dated
2026-06-25
Next due by
2027-07-09
View filing history →

Nature of business (SIC)

  • 64999 Financial intermediation not elsewhere classified

Officers 10 current · 15 resigned

Appointed 2023-07-31
Appointed 2022-09-30
Appointed 2020-04-01
Appointed 2020-04-01
INVESTMENT DIRECTOR Appointed 2018-03-29

View all officers and resignations →

Group structure 4 subsidiaries

Controlled by BRI GROUP LIMITED — since 2016-04-16

From persons-with-significant-control filings on the public register.

Data protection registration

Registered with the ICO as a data protection fee payer — Z4831512 (Tier 2), registered since 2000.

Information Commissioner's Office register of fee payers, licensed under the Open Government Licence.

Previous company names

NameDate changed
BRI ASSET MANAGEMENT PLC2013-12-23
BROOKS ROAD INVESTMENTS LIMITED 1992-10-09

Previous registered addresses 2

AddressChanged on
NEVILLE HOUSE,, 42-46, HAGLEY ROAD,, BIRMINGHAM., B16 8PE.1994-02-17
18 BROOKS ROAD, WYLDE GREEN, SUTTON1988-10-17

Among its peers

The oldest

of 266 similar companies in CV, trading since 1962

Property in England & Wales 2 titles

Freehold
2
Most recent registration
2010-09-02
Where
West Midlands (2)
Title numberCounty Tenure RegisteredPrice paid
WM972793 West Midlands Freehold 2010-09-02
WM591999 West Midlands Freehold 1995-05-15

For addresses and the authoritative register entry, use HM Land Registry's official search (£3 per title).

Information produced by HM Land Registry. © Crown copyright 2026. Dataset as at 2026-08.

This company's registered activities are in financial services. If it carries on regulated business, it should appear on the FCA's Financial Services Register — the official record of authorised firms.