# Brunel Independent Financial Planners Limited

## Details

- **Company number:** [09046783](https://find-and-update.company-information.service.gov.uk/company/09046783)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 19 May 2014
- **Registered office:** THE CRESCENT, TEMPLE BACK, BRISTOL, BS1 6EZ
- **Nature of business:** [64999](/sic/64999) Financial intermediation not elsewhere classified, [66190](/sic/66190) Activities auxiliary to financial intermediation n.e.c., [66290](/sic/66290) Other activities auxiliary to insurance and pension funding
- **Corporate group:** [Lane Brunel Investments Ltd](/group/29760) (8 companies)


## 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 2025 | - | £117 | 0 |
| 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 | - |



## Owned by

Brunel Independent Financial Planners Limited → [Brunel Wealth Limited](/company/12281992) → [Lane Brunel Investments Ltd](/company/05426773)





## Companies at the same address

- [Brunel Employee Benefits Limited](/company/02603239) (02603239)
- [Brunel Insurance Brokers Ltd](/company/07182252) (07182252)
- [Brunel Insurance For People Limited](/company/07509771) (07509771)
- [Brunel Pi Brokers Ltd](/company/15237559) (15237559)
- [Brunel Wealth Limited](/company/12281992) (12281992)
- [Glentworth Portishead Limited](/company/06406106) (06406106)
- [Inman & Associates Limited](/company/07225537) (07225537)
- [Lane Airways Limited](/company/14509533) (14509533)
- [Lane Brunel Investments Ltd](/company/05426773) (05426773)
- [Lane Property Investments Limited](/company/07991118) (07991118)