# BRI Wealth Management PLC

## Details

- **Company number:** [00727301](https://find-and-update.company-information.service.gov.uk/company/00727301)
- **Status:** Active
- **Type:** Public Limited Company
- **Incorporated:** 20 Jun 1962
- **Registered office:** BRI HOUSE ELM COURT, COPSE DRIVE, MERIDEN GREEN BUSINESS PARK, CV5 9RL
- **Nature of business:** [64999](/sic/64999) Financial intermediation not elsewhere classified
- **Corporate group:** [BRI Group Limited](/group/30795) (4 companies)


## 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 |  |




## Owned by

BRI Wealth Management PLC → [BRI Group Limited](/company/02454051)



## Controls

- [Meriden Green Management Company Limited](/company/02536503) (02536503)
- [Singular Financial Planning Ltd](/company/06979255) (06979255)
- [West Midlands Wealth Management Limited](/company/09528523) (09528523)



## Directors' other companies

- [BOARDMAN-WESTON, Simon Nicholas Harold](/person/6037991) - director at [Manston Investments Limited](/company/02967920)
- [BOARDMAN-WESTON, Simon Nicholas Harold](/person/6037991) - llp-designated-member at [Manston Forests LLP](/company/OC377748)
- [SINCLAIR-WILSON, Nicholas](/person/6037961) - director at [BRI Group Limited](/company/02454051)
- [SINCLAIR-WILSON, Nicholas](/person/6037961) - director at [Cowrie Wealth Management Ltd](/company/17384335)
- [SMITH, Dean Paul](/person/6037982) - director at [Singular Financial Planning Ltd](/company/06979255)
- [WRAGG, Dean Andrew](/person/6037957) - director at [Berkswell & Balsall Common Sports & Community Association](/company/06667959)
- [WRAGG, Dean Andrew](/person/6037957) - director at [Singular Financial Planning Ltd](/company/06979255)