WEST MIDLANDS WEALTH MANAGEMENT LIMITED

Company number 09528523 ·

Active

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Shareholders' funds

£310,689

Balance sheet as at 2025-03-31

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Overview

Company type
Private Limited Company
Incorporated
2015-04-07
Employees
1 (2025 accounts)
Registered office
Bri House, Copse Drive, Coventry, England, CV5 9RL
Postcode
CV5 9RL
Capital
100 GBP
Accounts category
Total Exemption Full

Accounts

Last made up to
2025-03-31
Next due by
2026-12-31
Financial year end
31 March

Confirmation statement

Last statement dated
2026-04-09
Next due by
2027-04-23
View filing history →

Nature of business (SIC)

  • 66300 Fund management activities

Officers 3 current · 1 resigned

Dean Paul SMITH Director
Appointed 2026-03-16
Appointed 2026-03-16
Dean Paul SMITH Secretary
Appointed 2026-03-16

View all officers and resignations →

Group structure

Controlled by BRI WEALTH MANAGEMENT PLC — since 2026-03-16

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

Data protection registration

Registered with the ICO as a data protection fee payer — ZA578429 (Tier 1), registered since 2019.

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

Among its peers

Among the oldest 25%

of 24 similar companies in CV, trading since 2015

Competitors Coventry

This company ranks 5 among fund management activities in Coventry.

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The class of 2015

46%

of the 359 companies in this sector incorporated in 2015 are still active today; 52% have since been dissolved.

A fact about the year, not a forecast for this company.

Survival rates for every incorporation year →

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.