Website & contact details
- Website
Bri Wealth Management PLC
- Incorporated
- 20 June 1962 (64 years)
- Previously known as
- Bri Asset Management PLC (until 23 December 2013)Brooks Road Investments Limited (until 9 October 1992)
- Industry
- Financial intermediation not elsewhere classified (64999)
- Directors
- Robert Paul Stockton
- Owned by
- Accounts type
- Full
- Region
- West Midlands
- Address
- Bri House Elm CourtCopse DriveMeriden Green Business ParkCV5 9RL
Filing status
- Accounts due
- 30 September 2027
- Last accounts
- 31 March 2026
- Conf. stmt due
- 9 July 2027
- Last conf. stmt
- 25 June 2026
Officers 10 active
Officer details are public data from the Companies House register.
Stockton, Robert Paul
Director · Appointed 11 August 2026
British
Born October 1965 (61)
British
Born April 1989 (37)
Director · Appointed 30 September 2022
British
Born January 1975 (51)
Boardman-Weston, Daniel
Director · Appointed 1 April 2020
British
Born September 1992 (34)
British
Born January 1973 (53)
English
Born May 1961 (65)
Smith, Dean Paul
Secretary · Appointed 29 June 2012
British
Born December 1952 (73)
Director · Appointed 25 September 2001
British
Born February 1970 (56)
Director
English
Born April 1958 (68)
Officer history (16 former)
11 August 2026
Appointed Stockton, Robert Paul as Director
30 September 2024
31 July 2023
30 September 2022
29 January 2021
31 December 2020
Resigned Fisher, Lawrence Geoffrey as Director
23 June 2020
1 April 2020
Appointed Boardman-Weston, Daniel as Director
1 April 2020
31 March 2019
29 March 2018
Appointed Fisher, Lawrence Geoffrey as Director
28 January 2016
20 November 2014
27 June 2013
29 June 2012
29 June 2012
Appointed Smith, Dean Paul as Secretary
26 May 2011
1 April 2011
30 June 2009
16 August 2007
26 July 2007
Resigned Hinchliffe, Nicholas Robert as Director
9 August 2006
25 June 2004
5 January 2004
5 January 2004
31 December 2003
23 April 2002
Appointed Hinchliffe, Nicholas Robert as Director
1 October 2001
1 October 2001
25 September 2001
31 August 1999
Resigned Roper, Peter as Director
27 August 1998
24 July 1995
24 July 1995
24 July 1995
30 January 1995
Appointed Roper, Peter as Director
31 August 1994
Resigned Whitlock, Brian William as Director
20 April 1993
Appointed Whitlock, Brian William as Director
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 16 April 2016
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Limited Comany
Reg. no. 02454051
Former controllers (1)
8 May 2025
Group structure 5 companies
Ownership group derived from the Companies House PSC register
Bri Wealth Management PLC This company Owns 75–100% of shares
Meriden Green Management Company Limited Owns 25–50% of shares
Singular Financial Planning Ltd Owns 75–100% of shares
West Midlands Wealth Management Limited Owns 75–100% of shares
Filings 176
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 1 October 2026 | Full accounts | 31 March 2026 | ||
| 13 August 2026 | Appointment of a director | |||
| 16 July 2026 | Confirmation statement with no updates | 25 June 2026 | ||
| 17 September 2025 | Full accounts | 31 March 2025 | ||
| 8 July 2025 | Confirmation statement with no updates | 25 June 2025 |
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