Filing status
- Accounts due
- 31 December 2026
- Last accounts
- 31 March 2025
- Conf. stmt due
- 15 October 2027
- Last conf. stmt
- 1 October 2026
Brunswick Investment Management Limited
- Incorporated
- 11 September 2013 (13 years)
- Industry
- Activities of open-ended investment companies (64304)
- Directors
- Owned by
- Accounts type
- Full
- Region
- South East
- Address
- 18 Hart StreetHenley-On-ThamesRG9 2AU
Officers 1 active
Officer details are public data from the Companies House register.
Director · Appointed 21 September 2026
British
Born September 1980 (46)
Officer history (17 former)
24 September 2026
21 September 2026
30 January 2026
30 January 2026
30 January 2026
1 November 2023
Resigned Jarrett, Lewis St John as Director
1 November 2023
1 November 2023
Resigned Garrard, Daniel David as Director
1 November 2023
1 November 2023
Resigned Foulger, Lee James as Director
1 November 2023
Resigned Bygrave, Richard Colin as Director
1 November 2023
Resigned Breakell, Nigel John as Director
1 November 2023
28 February 2023
Appointed Garrard, Daniel David as Director
22 November 2021
Resigned Grimes, Sally as Secretary
17 March 2020
Appointed Foulger, Lee James as Director
13 August 2019
Resigned Foulger, Lee James as Director
4 March 2019
Appointed Breakell, Nigel John as Director
10 April 2017
Resigned Burrows, Tessa Frances as Director
10 April 2017
8 April 2017
8 April 2017
Appointed Jarrett, Lewis St John as Director
1 October 2016
Appointed Foulger, Lee James as Director
1 October 2016
Appointed Bygrave, Richard Colin as Director
30 September 2016
Resigned Breakell, Nigel as Director
1 July 2016
Appointed Burrows, Tessa Frances as Director
1 July 2016
1 July 2016
Resigned Burrows, Ross as Director
1 July 2016
Resigned Burrows, Tessa Frances as Director
6 October 2014
Resigned Welsh, Nick as Director
3 March 2014
Appointed Welsh, Nick as Director
3 March 2014
Appointed Breakell, Nigel as Director
3 March 2014
Appointed Grimes, Sally as Secretary
11 September 2013
Appointed Burrows, Ross as Director
11 September 2013
Appointed Burrows, Tessa Frances as Director
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 1 November 2023
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Private Limited Company
Reg. no. 10408446
Former controllers (4)
1 November 2023
Ceased Lewis St John Jarrett — Owns 25–50% of shares
1 November 2023
23 November 2017
22 March 2017
Ceased Tessa Frances Burrows — Owns 75–100% of shares
Group structure 9 companies
Ownership group derived from the Companies House PSC register
Brunswick Investment Management Limited This company Owns 75–100% of shares
Courtiers Investment Services Limited Owns 75–100% of shares
Paragon Financial Planning Ltd Owns 75–100% of shares
SDB Strategic Planners Limited Owns 75–100% of shares
Snowdon Financial Limited Owns 75–100% of shares
The Davidson Group Limited Owns 75–100% of shares
Davidsons Independent Financial Advisers Limited Owns 75–100% of shares
Davidsons Portfolio Management Ltd Owns 75–100% of shares
Financials
Balance sheet as at 31 March 2025 · full accounts
- Net Assets
- £769,243
- Cash
- £152,713
- Turnover
- £409,012
- Profit Before Tax
- £420,056
- Employees
- 2
- Current Ratio
- 7.2x
- Return on Equity
- 55%
Trend
Net Assets
Balance sheet detail
| 2025 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|
| Fixed Assets | £15,703 | £17,868 | £26,268 | £42,629 | |
| Current Assets | £1,001,424 | £493,912 | £370,870 | £190,367 | £171,398 |
| Cash | £152,713 | £431,719 | £312,074 | £131,946 | £124,133 |
| Creditors (< 1 year) | £138,699 | £93,412 | £77,706 | £46,363 | £84,889 |
| Net Current Assets | £862,725 | £400,500 | £293,164 | £144,004 | £86,509 |
| Net Assets | £769,243 | £412,812 | £306,564 | £169,429 | £128,351 |
| Shareholder Funds | £769,243 | £412,812 | £306,564 | £169,429 | £128,351 |
| Turnover | £409,012 | ||||
| Gross Profit | £409,012 | ||||
| Admin Expenses | £45,030 | ||||
| Operating Profit | £425,696 | ||||
| Profit Before Tax | £420,056 | ||||
| Tax | (£2,387) | ||||
| Profit for Period | £422,443 | ||||
Filings 83
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 1 October 2026 | Confirmation statement with no updates | 1 October 2026 | ||
| 30 September 2026 | Appointment of a director | |||
| 30 September 2026 | Termination of appointment of a director | |||
| 31 March 2026 | Full accounts | 31 March 2025 | ||
| 5 March 2026 | Appointment of a director |
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