Brunel Independent Financial Planners Limited
- Company number
- 09046783
- Status
- Active
- Type
- Private Limited Company
- Incorporated
- 19 May 2014
- Nature of business
- Financial intermediation not elsewhere classified
Activities auxiliary to financial intermediation n.e.c.
Other activities auxiliary to insurance and pension funding - Corporate group
- Lane Brunel Investments Ltd (8 companies)
Registered office
Previous names
- Academy Associates Wealth Management Limited (until 1 Dec 2025)
Control
| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Mr Thomas Joseph Christopher Jones | Ownership Of Shares 25 To 50 Percent Voting Rights 25 To 50 Percent Right To Appoint And Remove Directors |
20 May 2016 | 27 Apr 2021 |
| Mrs Carol Lesley Jones | Ownership Of Shares 25 To 50 Percent Voting Rights 25 To 50 Percent Right To Appoint And Remove Directors |
20 May 2016 | 27 Apr 2021 |
| Brunel Wealth Limited | Ownership Of Shares 75 To 100 Percent | 27 Apr 2021 |
Accounts
| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 31 Dec 2024 | £259,770 | £871 | 2 |
| 31 Dec 2023 | £277,910 | £243 | 2 |
| 31 Dec 2022 | £287,723 | £2,973 | 2 |
| 31 May 2022 | £546,777 | £10,589 | 2 |
| 31 May 2021 | £162,128 | £181,188 | 3 |
| 31 May 2020 | £163,957 | - | 2 |
| 31 May 2019 | -£111,554 | - | - |
| 31 May 2018 | -£77,698 | - | - |
| 31 May 2017 | £6,105 | - | - |
| 31 May 2016 | - | - | - |
| 31 May 2015 | £2,594 | £30,765 | - |
Connections
Owned by
Brunel Independent Financial Planners Limited → Brunel Wealth Limited → Lane Brunel Investments Ltd
Companies at the same address
- Brunel Employee Benefits Limited (02603239)
- Brunel Insurance Brokers Ltd (07182252)
- Brunel Insurance For People Limited (07509771)
- Brunel Pi Brokers Ltd (15237559)
- Brunel Wealth Limited (12281992)
- Glentworth Portishead Limited (06406106)
- Inman & Associates Limited (07225537)
- Lane Airways Limited (14509533)
- Lane Brunel Investments Ltd (05426773)
- Lane Property Investments Limited (07991118)