# Singular Financial Planning Ltd

## Details

- **Company number:** [06979255](https://find-and-update.company-information.service.gov.uk/company/06979255)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 4 Aug 2009
- **Registered office:** BRI HOUSE, COPSE DRIVE, COVENTRY, CV5 9RL
- **Nature of business:** [66190](/sic/66190) Activities auxiliary to financial intermediation n.e.c.
- **Corporate group:** [BRI Group Limited](/group/30795) (4 companies)


## Previous names

- Cerberus Financial Planning Ltd (until 24 Jun 2014)



## Officers

| Name | Role | Appointed | Resigned |
|---|---|---|---|
| JEFFERIES, Heather Dora | secretary | 4 Aug 2009 | 4 Aug 2010 |
| JEFFERIES, Heather Dora | director | 4 Aug 2009 | 4 Sep 2023 |
| JEFFERIES, Heather Dora | secretary | 4 Aug 2009 | 4 Sep 2023 |
| JEFFERIES, Stuart Roland | director | 4 Aug 2009 | 4 Sep 2023 |
| WRAGG, Dean Andrew | director | 4 Sep 2023 |  |
| SMITH, Dean Paul | director | 4 Sep 2023 |  |
| SMITH, Dean Paul | secretary | 4 Sep 2023 |  |



## Control

| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Mr Stuart Roland Jefferies | ownership-of-shares-50-to-75-percent | 6 Apr 2016 | 4 Sep 2023 |
| Mrs Heather Dora Jefferies | ownership-of-shares-25-to-50-percent | 6 Apr 2016 | 4 Sep 2023 |
| Bri Wealth Management Plc | ownership-of-shares-75-to-100-percent, voting-rights-75-to-100-percent, right-to-appoint-and-remove-directors-as-firm, significant-influence-or-control-as-firm | 4 Sep 2023 |  |



## Accounts

| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 31 Aug 2025 | £130 | - | - |
| 31 Aug 2024 | £130 | - | - |
| 31 Aug 2022 | £39,027 | - | 2 |
| 31 Aug 2021 | £43,151 | - | 2 |
| 31 Aug 2020 | £31,623 | - | 2 |
| 31 Aug 2019 | £24,528 | - | - |
| 31 Aug 2018 | £22,224 | - | - |
| 31 Aug 2017 | £20,328 | - | - |
| 31 Aug 2016 | £20,732 | - | - |
| 31 Aug 2015 | £20,479 | £32,175 | - |
| 31 Aug 2014 | £19,369 | £30,054 | - |
| 31 Aug 2013 | £20,596 | £23,546 | - |



## Owned by

Singular Financial Planning Ltd → [BRI Wealth Management PLC](/company/00727301) → [BRI Group Limited](/company/02454051)




## Directors' other companies

- [SMITH, Dean Paul](/person/6037982) - director at [BRI Wealth Management PLC](/company/00727301)
- [WRAGG, Dean Andrew](/person/6037957) - director at [BRI Wealth Management PLC](/company/00727301)
- [WRAGG, Dean Andrew](/person/6037957) - director at [Berkswell & Balsall Common Sports & Community Association](/company/06667959)



## Companies at the same address

- [West Midlands Wealth Management Limited](/company/09528523) (09528523)