Company Overview
Bri Wealth Management Plc is listed at the official companies registry as Active Public Limited Company. The company was incorporated on Wednesday 20 June 1962, so this is a well established company. Bri Wealth Management Plc has been in business for 63 years and 9 months. The accounts status is full and the accounts are next due on Wednesday 30 September 2026.
Registered Address

Bri House Elm Court, Copse Drive, Meriden Green Business Park, Coventry, CV5 9RL
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Companies House Data
Company NameBRI WEALTH MANAGEMENT PLC
Company Number00727301
Registered Office AddressBri House Elm Court
 Copse Drive
 CV5 9RL
Company CategoryPublic Limited Company
Company StatusActive
Country of OriginUnited Kingdom
Incorporation Date20/06/1962
Accounting Reference Date Day31
Accounting Reference Date Month3
Accounts Next Due Date30/09/2026
Accounts Last Made Up Date31/03/2025
Accounts Account CategoryFULL
Returns Next Due Date23/07/2017
Returns Last Made Up Date25/06/2016
Previous Company NameChanged Date
BRI ASSET MANAGEMENT PLC23 Dec 2013
Directors & Members
Show Resigned
Simon Boardman-Weston - Director
(English, 68 years old, born April 1958)
Daniel Boardman-Weston - Director
(British, 34 years old, born September 1992)
Appointed 01 April 2020
 Active
Andrew Gillett - Director
(British, 53 years old, born January 1973)
Appointed 01 April 2020
 Active
Vince Hopkins - Director
(English, 65 years old, born May 1961)
Appointed 27 June 2013
 Active
Paul Mattioli - Director
(British, 74 years old, born December 1952)
Appointed 30 June 2009
 Active
Nicholas Sinclair-Wilson - Director
(British, 37 years old, born April 1989)
Appointed 31 July 2023
 Active
Dean Smith - Director
(British, 51 years old, born January 1975)
Appointed 30 September 2022
 Active
Dean Wragg - Director
(British, 56 years old, born February 1970)
Appointed 25 September 2001
 Active
Secretaries
Show Resigned
Dean Smith - Secretary
Appointed 29 June 2012
 Active
Other Company Directorships
Simon Boardman-Weston
B. R. I. NOMINEES LIMITED
BLACKWOOD PROPERTIES LIMITED
BRI GROUP LIMITED
CINDERLAND LIMITED
GRANGEWOOD ESTATES (MERCIA) LIMITED
LAPFINE LIMITED
MANSTON FORESTS LLP
MANSTON INVESTMENTS (ASHBY) LIMITED
MANSTON INVESTMENTS (DUDLEY) LIMITED
MANSTON INVESTMENTS (LEAMINGTON) LTD.
MANSTON INVESTMENTS (MELTON MOWBRAY) LIMITED
MANSTON INVESTMENTS (NOTTINGHAM) LIMITED
MANSTON INVESTMENTS (STAFFORD) LIMITED
MANSTON INVESTMENTS (STOKE) LIMITED
MANSTON INVESTMENTS (WEST BROMWICH) LIMITED
MANSTON INVESTMENTS (WEST MIDLANDS) LIMITED
MANSTON INVESTMENTS (WOLVERHAMPTON) LIMITED
MANSTON INVESTMENTS LIMITED
MANSTON MANAGEMENT SERVICES LIMITED
ROSPA ENTERPRISES LIMITED
ROYAL SOCIETY FOR THE PREVENTION OF ACCIDENTS(THE)
WALTER & CO FINANCIAL PLANNING LIMITED
Daniel Boardman-Weston
No companies found
Andrew Gillett
BRANSFORD FINANCIAL PLANNING LIMITED
BRI GROUP LIMITED
Vince Hopkins
BRI GROUP LIMITED
Paul Mattioli
ASSET INDEPENDENT CONSULTING LIMITED
ASSET TRUSTEES LIMITED
BARNETT WADDINGHAM TRUSTEES (1980) LIMITED
BRI GROUP LIMITED
CAVENDISH ACTUARIAL SERVICES LIMITED
G. N. POINTON & COMPANY LIMITED
M.W. TRUSTEES LIMITED
NEWTOWN LINFORD TENNIS CLUB LIMITED
PA TRUSTEES LTD
PC TRUSTEES LIMITED
PENSION CONSULTING LIMITED
PENSIONS REALISATIONS LIMITED
POINTON GROUP LIMITED
POINTON UNIT MANAGEMENT LIMITED
POINTON YORK (CAPITAL ASSETS) LIMITED
POINTON YORK (CORPORATE RISK) LIMITED
POINTON YORK (INVESTMENTS) LIMITED
POINTON YORK ACTUARIAL SERVICES LIMITED
POINTON YORK PENSIONS MANAGEMENT LIMITED
PYV LIMITED
PYV RISK MANAGEMENT LIMITED
RECALLSEARCH LIMITED
Nicholas Sinclair-Wilson
BRI GROUP LIMITED
Dean Smith
BRANSFORD FINANCIAL PLANNING LIMITED
BRI GROUP LIMITED
SINGULAR FINANCIAL PLANNING LTD
Dean Wragg
B. R. I. NOMINEES LIMITED
BERKSWELL & BALSALL COMMON SPORTS & COMMUNITY ASSOCIATION
BRI GROUP LIMITED
MERIDEN GREEN MANAGEMENT COMPANY LIMITED
SINGULAR FINANCIAL PLANNING LTD
WALTER & CO FINANCIAL PLANNING LIMITED
Balance Sheet Unlock full report
Accounts Date 31-Mar-2025 31-Mar-2014 31-Mar-2013
Balance Sheet
Fixed Assets 993,807 993,807 963,443
Current Assets 1,943,509 1,943,509 1,733,780
Creditors Due Within One Year 470,646 470,646 413,100
Working Cap 1,472,863 1,472,863 1,320,680
Total Assets Less Current Liabilities 2,466,670 2,466,670 2,284,123
Long-term Liabilities 26,652 26,652 20,045
Net Assets 2,440,018 2,440,018 2,264,078
Share Capital & Reserves
Share Cap 150,000 150,000 150,000
Profit & Loss Reserves 1,956,715 1,956,715 1,775,079
Other Reserves 333,303 333,303 338,999
Shareholders Funds 2,440,018 2,440,018 2,264,078
Common Size Financial Analysis Unlock full report
Accounts Date 31-Mar-2025 31-Mar-2014 31-Mar-2013
Tangible Fixed Assets - - -
Fixed Assets 33.8% 33.8% 35.7%
Stocks Inventory 0.0% 0.0% 0.0%
Debtors 0.0% 0.0% 0.0%
Cash Bank In Hand 44.0% 44.0% 42.2%
Current Assets 66.2% 66.2% 64.3%
Creditors Due Within One Year 16.0% 16.0% 15.3%
Net Current Assets Liabilities 50.1% 50.1% 49.0%
Creditors Due After One Year 0.9% 0.9% 0.7%
Accruals Deferred Income - - -
Provisions For Liabilities Charges - - -
Net Assets Liabilities Including Pension Asset Liability 83.1% 83.1% 83.9%
Called Up Share Capital 5.1% 5.1% 5.6%
Share Capital Allotted Called Up Paid 5.1% 5.1% 5.6%
Profit Loss Account Reserve 66.6% 66.6% 65.8%
Shareholder Funds 83.1% 83.1% 83.9%
Capital Employed - - -
Total Assets Less Current Liabilities 84.0% 84.0% 84.7%
Financial Ratio Analysis Unlock full report
Accounts Date 31-Mar-2025 31-Mar-2014 31-Mar-2013
Liquidity Ratio 4.1 4.1 4.2
Solvency Ratio 5.9 5.9 6.2
Reserves to Assets 0.7 0.7 0.7
Secured Creditors Unlock full report
Mortgages Charges 0
Mortgages Outstanding 0
Mortgages Part Satisfied 0
Mortgages Satisfied 0
Assets and Debt Analysis Unlock full report
Accounts Date 31-Mar-2025 31-Mar-2014 31-Mar-2013
Assets 2,937,316 2,937,316 2,697,223
Debt 497,298 497,298 433,145
Net Assets/Debt 2,440,018 2,440,018 2,264,078

The following is based on the accounts data presented in this report sourced from Companies House, however the company has filed later accounts. Our analysis of the latest account can be viewed by unlocking our full report.

The company balance sheet displays a comfortable surplus of working capital. We would normally view this positively. Total reserves including retained profitability and movement in reserves appeared positive. We would normally view a company positively for this. For the size of the company inferred by the balance sheet the level of net assets suggests a comfortable level of cover for total debts and obligations.

Unlock full report  The following is based on the accounts data presented in this report sourced from Companies House, however the company has filed later accounts. Our analysis of the latest account can be viewed by unlocking our full report.The company balance sheet displays a comfortable surplus of working capital. We would normally view this positively. Total reserves including retained profitability and movement in reserves appeared positive. We would normally view a company positively for this. For the size of the company inferred by the balance sheet the level of net assets suggests a comfortable level of cover for total debts and obligations.   The following is based on the accounts data presented in this report sourced from Companies House, however the company has filed later accounts. Our analysis of the latest account can be viewed by unlocking our full report.The company balance sheet displays a comfortable surplus of working capital. We would normally view this positively. Total reserves including retained profitability and movement in reserves appeared positive. We would normally view a company positively for this. For the size of the company inferred by the balance sheet the level of net assets suggests a comfortable level of cover for total debts and obligations.

This review of public record balance sheet and company status information is presented under the terms of Open Government Licence and is for informational purposes only, is general in nature, and is not intended as an opinion or advice for any specific circumstances. The commentary and the colour band score is not a credit rating or credit risk assessment.

This review does not constitute a full credit rating or credit risk assessment based on the full analysis and credit score algorithms used in our credit reports. A full credit report may also provide information relating to trade payment history and county court or court judgments if any.

Public Record Information Unlock full report
Exact Court Judgements
Period of Months Last 12m 13-24m 25-36m 37-48m 49-60m 61-72m
Number of Exact CCJS X Y Y X X Y
Value of Exact CCJS YXY YK S S X KX
Supplier Credit Limits Unlock full report
Date Sector Notified Amount Terms
XK-SXY XKXYXK SXSKXYXK £X,000 XS XYSKS
SK-SYY SKXYXKYKKY KSXX KKXXYXS £YY,000 YS XYSKS SK YXXSXS
YK-SXY XKXYXYYK SXSXYXK £SX,000 XS XYSKS
Payment Records Unlock full report
Payment Records from it's suppliers' company ledger show how a company is paying its suppliers

Payment Analysis

Total Invoices Paid Before
30 days due		 Paid After
30 days due		 Owing Before
30 days due		 Owing after
30 days due
XYX SX K YX X
Company Valuation Analysis Unlock full report

Going Concern Valuation

The going concern valuations value the company on the basis that it continues to trade without the threat of liquidation for the foreseeable future. These valuations are primarily profit and cashflow based.

Valuations Valuation Measures
Estimated High Value £XSI,000 Retained Profit £YX,000
Estimated Mid Value £YY,000 EBIT £SY,000
Estimated Low Value £X,000 EBITDA £SSX,000

Liquidation Valuation

The liquidaton valuation values the company as if it were to cease trading and assets were subject to rapid disposal to cover liabilities. This valuation is primarily asset based.

Valuations Valuation Measures
Estimated High Value £XY,000 Total Assets £XIX,000
Estimated Mid Value £Y,000 Net Assets £YX,000
Estimated Low Value £S,000 Tangible Equity £SX,000

The above valuations are based on our own algorithms and take no account of many factors that can influence actual valuations realized and should not therefore be assumed to be accurate.
Credit Status Checklist Unlock full report
Business Growth Please purchase a report to see true comments
EBITDA Purchase a report to see true comments
Dividends Please purchase a report to see true comments about this company
Retained Profits Retained Profits for this company
Debt Interest Debt Interest for this company
Cash Flow Cash Flow for this company
CCJs CCJs for this company
Age of Company Age of Company for this company
Solvency Solvency for this company
Secured Creditors Secured Creditors for this company
Ownership Ownership for this company


First Report Score: (0-10) X
Financial Status Guide:
10 Very Strong
9 Strong
8 Very Good
7 Good
6 Above Average
5 Average
4 Below Average
3 Poor
2 Weak
1 Very Weak
0 Critical

Risk Score Trend

Risk Rating Unlock full report

This is the credit risk assessment used by one of the top UK credit reference agencies.

Risk Score (1-100) X
Risk Band Description XXMXMXMX SISX
Risk Assessment Meeting of Creditors
Credit Rating XSKX
Altman Z Score Credit Risk Rating Unlock full report

There have been many bankruptcy predictors developed, however none has been so thoroughly tested and broadly accepted as the Altman Z-Score.

Z Score X
Risk Band XY
Risk Band Description The Z Score is not used for small companies where full accounts are not filed because profit and loss account items are required to calculate the score.

Z Score Bands

1 Low Risk 3.00 and above
2 Caution 2.63 - 2.99
3 Risk of Failure within 2 years 1.24 - 2.62
4 High Probability Failure Below 1.24
Other Business around CV5 9RL
WALTER & CO FINANCIAL PLANNING LIMITED
Bri House Meriden Business Park, Copse Drive, Coventry, CV5 9RL
BRI GROUP LIMITED
BRI HOUSE ELM COURT, MERIDEN BUSINESS PARK, COVENTRY, CV5 9RL
B. R. I. NOMINEES LIMITED
Bri House, Elm Court Copse Drive, Meriden Green Business Park, Coventry, CV5 9RL
MERIDEN GREEN MANAGEMENT COMPANY LIMITED
BRI HOUSE MERIDEN BUSINESS PARK, COPSE DRIVE, MERIDEN, COVENTRY, CV5 9RL
Document Filings
Confirmation statement made on 25 June 2025 with no updates
Change of details for Bri Group Limited as a person with significant control on 16 April 2016
Cessation of Simon Nicholas Harold Boardman-Weston as a person with significant control on 8 May 2025
Notification of Bri Group Limited as a person with significant control on 16 April 2016
Termination of appointment of Simon Mark Smith as a director on 30 September 2024
Confirmation statement made on 25 June 2024 with no updates
Appointment of Mr Nicholas Sinclair-Wilson as a director on 31 July 2023
Confirmation statement made on 25 June 2023 with no updates
Appointment of Mr Dean Paul Smith as a director on 30 September 2022
Confirmation statement made on 25 June 2022 with no updates
Confirmation statement made on 25 June 2021 with no updates
Secretary's details changed for Mr Dean Paul Smith on 1 February 2016
Director's details changed for Mr Daniel Boardman-Weston on 1 December 2020
Termination of appointment of Paul James Cusack as a director on 29 January 2021
Termination of appointment of Lawrence Geoffrey Fisher as a director on 31 December 2020
Confirmation statement made on 25 June 2020 with no updates
Termination of appointment of Hannah Eve Edwards as a director on 23 June 2020
Appointment of Mr Daniel Boardman-Weston as a director on 1 April 2020
Appointment of Mr Andrew Joseph Gillett as a director on 1 April 2020
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