BRI Wealth Management PLC
- Company number
- 00727301
- Status
- Active
- Type
- Public Limited Company
- Incorporated
- 20 Jun 1962
- Nature of business
- Financial intermediation not elsewhere classified
- Corporate group
- BRI Group Limited (4 companies)
Registered office
Previous names
- Brooks Road Investments Limited (until 9 Oct 1992)
- BRI Asset Management PLC (until 23 Dec 2013)
Officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| BOARDMAN-WESTON, Simon Nicholas Harold | Director | - | |
| STOCKTON, Robert Paul | Director | 11 Aug 2026 | |
| SINCLAIR-WILSON, Nicholas John | Director | 31 Jul 2023 | |
| SMITH, Dean Paul | Director | 30 Sep 2022 | |
| BOARDMAN-WESTON, Daniel | Director | 1 Apr 2020 | |
| GILLETT, Andrew Joseph | Director | 1 Apr 2020 | |
| HOPKINS, Vince Michael | Director | 27 Jun 2013 | |
| MATTIOLI, Paul Robert | Director | 30 Jun 2009 | |
| WRAGG, Dean Andrew | Director | 25 Sep 2001 |
Control
| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Mr Simon Nicholas Harold Boardman-Weston | Significant Influence Or Control | 26 Jun 2018 | 8 May 2025 |
| Bri Group Limited | Ownership Of Shares 75 To 100 Percent Voting Rights 75 To 100 Percent Right To Appoint And Remove Directors |
16 Apr 2016 |
Accounts
Connections
Owned by
BRI Wealth Management PLC → BRI Group Limited
Controls
- Meriden Green Management Company Limited (02536503)
- Singular Financial Planning Ltd (06979255)
- West Midlands Wealth Management Limited (09528523)
Directors’ other companies
- BOARDMAN-WESTON, Simon Nicholas Harold - Llp-Designated-Member at Manston Forests LLP
- SINCLAIR-WILSON, Nicholas - Director at Cowrie Wealth Management Ltd
- SINCLAIR-WILSON, Nicholas - Director at BRI Group Limited
- SMITH, Dean Paul - Director at Singular Financial Planning Ltd
- WRAGG, Dean Andrew - Director at Singular Financial Planning Ltd