What Trinitybridge say about themselves
“Discover tailored financial planning and investment management services with TrinityBridge, committed to helping you achieve your financial goals.”
Trinitybridge Limited
- Incorporated
- 17 June 1982 (44 years)
- Previously known as
- Close Asset Management Limited (until 10 April 2025)Close Private Asset Management Limited (until 30 April 2009)Rea Brothers (Investment Management) Limited (until 31 March 2000)
- Industry
- Financial intermediation not elsewhere classified (64999)
- Owned by
- Accounts type
- Full
- Region
- Greater London
- Address
- Wigmore Yard42 Wigmore StreetLondonW1U 2RY
Website & contact details
- Website
Filing status
- Accounts due
- 31 December 2026
- Last accounts
- 31 March 2025
- Conf. stmt due
- 2 June 2027
- Last conf. stmt
- 19 May 2026
Charges
- Total
- 1
- Outstanding
- 1
- Part satisfied
- 0
- Satisfied
- 0
Officers 6 active
Officer details are public data from the Companies House register.
Director · Appointed 8 June 2026
British
Born December 1979 (46)
Director · Appointed 1 September 2025
British
Born February 1966 (60)
Director · Appointed 1 September 2025
British
Born March 1966 (60)
Sullivan, Maura
Director · Appointed 1 September 2025
British
Born June 1966 (60)
Director · Appointed 10 June 2025
British
Born August 1978 (48)
Lewis, Jessica Abigail
Secretary · Appointed 15 November 2010
Officer history (63 former)
8 June 2026
12 February 2026
1 September 2025
Appointed Sullivan, Maura as Director
1 September 2025
1 September 2025
31 August 2025
10 June 2025
17 April 2024
1 April 2022
7 March 2022
23 July 2019
18 January 2019
16 March 2018
3 January 2017
6 May 2016
25 July 2012
1 March 2012
30 November 2010
30 November 2010
Resigned Swales, Adrian Philip as Director
30 November 2010
15 November 2010
15 November 2010
Appointed Lewis, Jessica Abigail as Secretary
15 November 2010
26 February 2010
Resigned Bray, Mark as Director
26 February 2010
29 January 2010
8 January 2010
6 November 2009
30 September 2009
17 July 2009
Resigned Cowley, Rex Adrian as Director
19 June 2009
19 June 2009
30 April 2009
30 April 2009
Resigned Copp, Austin as Director
30 April 2009
24 April 2009
Appointed Cowley, Rex Adrian as Director
24 April 2009
24 April 2009
Resigned Marshall, John as Director
24 April 2009
24 April 2009
Resigned Hollowood, Richard as Director
24 April 2009
Appointed Swales, Adrian Philip as Director
24 April 2009
Resigned Clarke, Francis Hugh as Director
24 April 2009
24 April 2009
24 April 2009
1 January 2009
Appointed Hollowood, Richard as Director
31 December 2008
16 July 2008
Appointed Marshall, John as Director
25 April 2008
Resigned Skinner, Alan as Director
16 April 2008
16 April 2008
16 April 2008
16 April 2008
16 April 2008
16 April 2008
Appointed Copp, Austin as Director
1 October 2007
2 September 2007
Resigned Button, Nigel Christopher John as Director
12 January 2007
3 December 2006
1 December 2006
1 December 2006
Appointed Skinner, Alan as Director
1 December 2006
30 November 2006
30 November 2006
1 October 2006
Appointed Clarke, Francis Hugh as Director
1 October 2006
Appointed Bray, Mark as Director
1 August 2005
1 August 2004
7 November 2003
7 November 2003
7 November 2003
31 July 2003
31 July 2003
15 October 2002
27 April 2001
1 August 2000
1 August 2000
Appointed Button, Nigel Christopher John as Director
31 July 2000
14 July 2000
30 June 2000
Resigned Rizzi, Natalie Elsa as Director
10 May 2000
30 December 1999
30 December 1999
30 December 1999
15 December 1999
12 November 1999
12 November 1999
Resigned Arscott, Alan Francis as Director
29 October 1999
22 September 1999
22 September 1999
25 August 1999
24 August 1999
29 June 1999
21 June 1999
Resigned Remington, Philip John as Director
21 June 1999
17 May 1999
6 May 1999
4 January 1999
1 January 1999
Appointed Rizzi, Natalie Elsa as Director
31 December 1998
3 November 1998
3 November 1998
4 September 1998
1 September 1998
18 May 1998
16 April 1998
6 April 1998
1 January 1998
9 July 1997
24 April 1997
14 January 1997
2 January 1997
1 November 1996
28 October 1996
Appointed Remington, Philip John as Director
8 May 1996
15 January 1996
Resigned Summers, John Frank as Director
15 November 1995
4 September 1995
3 July 1995
3 July 1995
1 July 1995
2 May 1995
29 April 1994
1 January 1994
Appointed Summers, John Frank as Director
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 14 April 2016
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Limited By Shares
Reg. no. 03773684
Other holdings 1
Companies where Trinitybridge Limited is registered as a person with significant control
Holds 75–100% of voting rights
Active
Group structure 14 companies
Ownership group derived from the Companies House PSC register
Trinitybridge Holdings Limited Owns 75–100% of shares
Cavanagh Financial Management Limited Owns 75–100% of shares
CFSL Management Limited Owns 75–100% of shares
PMN Financial Management LLP Has significant influence or control
Close Portfolio Management Limited Owns 75–100% of shares
Eos Wealth Management Limited Owns 75–100% of shares
Trinitybridge Fund Management Limited Owns 75–100% of shares
Trinitybridge Limited This company Owns 75–100% of shares
Bottriell Adams LLP Holds 75–100% of voting rights
CBF Wealth Management Limited Owns 75–100% of shares
Lion Nominees Limited Owns 75–100% of shares
Place Campbell Trinitybridge Limited Owns 25–50% of shares
Filings 309
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 24 September 2026 | Director's details changed | |||
| 10 June 2026 | Appointment of a director | |||
| 19 May 2026 | Confirmation statement with no updates | 19 May 2026 | ||
| 16 February 2026 | Termination of appointment of a director | |||
| 8 December 2025 | Full accounts | 31 March 2025 |
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