What Trinitybridge Fund Management say about themselves
“Discover tailored financial planning and investment management services with TrinityBridge, committed to helping you achieve your financial goals.”
Trinitybridge Fund Management Limited
- Incorporated
- 6 December 1994 (31 years)
- Previously known as
- Close Asset Management (UK) Limited (until 14 April 2025)Close Investments (UK) Limited (until 12 June 2009)Close Fund Management Limited (until 19 February 2008)Earlier: Close Asset Management Limited, Eos Services Limited
- 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
- 19 December 2026
- Last conf. stmt
- 5 December 2025
Charges
- Total
- 1
- Outstanding
- 1
- Part satisfied
- 0
- Satisfied
- 0
Officers 8 active
Officer details are public data from the Companies House register.
Director · Appointed 9 June 2026
British
Born December 1979 (46)
Director · Appointed 1 September 2025
British
Born March 1966 (60)
Director · Appointed 10 June 2025
British
Born August 1978 (48)
Director · Appointed 18 September 2024
British
Born November 1982
Forrest, Sarah Helen
Director · Appointed 16 July 2019
British
Born June 1968 (58)
Director · Appointed 28 June 2019
British
Born April 1964 (62)
Smith, Robin Craig Sheldon
Director · Appointed 14 January 2016
British
Born May 1962 (64)
Lewis, Jessica Abigail May
Secretary · Appointed 15 November 2010
Officer history (36 former)
9 June 2026
12 February 2026
1 September 2025
31 August 2025
10 June 2025
18 September 2024
17 April 2024
9 March 2022
7 March 2022
23 July 2019
16 July 2019
Appointed Forrest, Sarah Helen as Director
28 June 2019
18 January 2019
26 December 2018
Resigned Duggan, Cliodhna as Director
16 March 2018
3 January 2017
6 May 2016
14 January 2016
Appointed Duggan, Cliodhna as Director
14 January 2016
Appointed Smith, Robin Craig Sheldon as Director
5 June 2015
24 October 2014
Resigned Muncaster, David as Director
29 April 2013
29 April 2013
29 April 2013
Appointed Muncaster, David as Director
25 July 2012
1 April 2012
1 April 2012
1 March 2012
15 November 2010
Appointed Lewis, Jessica Abigail May as Secretary
15 November 2010
Resigned Douglas, Robin Michael as Secretary
15 November 2010
25 June 2010
25 June 2010
Resigned Douglas, Robin Michael as Director
25 June 2010
25 June 2010
25 June 2010
Resigned Tsui, Godwin Yiu Wai as Director
25 June 2010
25 June 2010
30 September 2009
30 September 2009
28 September 2009
28 September 2009
1 May 2009
1 May 2009
1 May 2009
1 May 2009
7 April 2009
9 May 2008
9 October 2007
Resigned Kitson, Roland Arthur John as Director
9 October 2007
9 October 2007
21 March 2007
13 March 2007
13 March 2007
9 March 2007
9 March 2007
17 March 2004
17 December 2003
17 November 2003
14 October 2003
Appointed Douglas, Robin Michael as Director
31 July 2003
23 December 2002
Appointed Tsui, Godwin Yiu Wai as Director
21 November 2002
30 September 2002
11 November 2000
11 October 2000
Appointed Douglas, Robin Michael as Secretary
12 May 2000
12 April 2000
15 March 2000
23 November 1998
14 April 1998
16 September 1997
25 September 1995
27 June 1995
Appointed Kitson, Roland Arthur John as Director
26 June 1995
16 May 1995
16 May 1995
6 December 1994
6 December 1994
6 December 1994
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 5 July 2018
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Limited By Shares
Reg. no. 03773684
Former controllers (1)
5 July 2018
Ceased Close Investments Limited — Owns 75–100% of shares
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 This company Owns 75–100% of shares
Trinitybridge Limited 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
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 8 December 2025 | Full accounts | 31 March 2025 | ||
| 5 December 2025 | Confirmation statement with no updates | 5 December 2025 | ||
| 13 November 2025 | Secretary's details changed | |||
| 3 September 2025 | Appointment of a director | |||
| 1 September 2025 | Termination of appointment of a director |
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