Website & contact details
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Brunel Independent Financial Planners Limited
- Incorporated
- 19 May 2014 (12 years)
- Previously known as
- Academy Associates Wealth Management Limited (until 1 December 2025)This list may be incomplete. See all names on Companies House
- Industry
- Financial intermediation not elsewhere classified (64999) Activities auxiliary to financial intermediation n.e.c. (66190)Other activities auxiliary to insurance and pension funding (66290)
- Directors
- Iain Kerr Black
- Owned by
- Accounts type
- Total exemption full
- Region
- South West
- Address
- The CrescentTemple BackBristolBS1 6EZ
Filing status
- Accounts due
- 30 September 2027
- Last accounts
- 31 December 2025
- Conf. stmt due
- 2 June 2027
- Last conf. stmt
- 19 May 2026
Officers 2 active
Officer details are public data from the Companies House register.
Black, Iain Kerr
Director · Appointed 27 April 2021
British
Born October 1958 (68)
Director · Appointed 27 April 2021
British
Born June 1977 (49)
Officer history (3 former)
27 April 2021
Appointed Black, Iain Kerr as Director
27 April 2021
27 April 2021
Resigned Jones, Carol Lesley as Secretary
27 April 2021
Resigned Jones, Carol Lesley as Director
27 April 2021
Resigned Jones, Thomas Joseph Christopher as Director
19 May 2014
Appointed Jones, Carol Lesley as Secretary
19 May 2014
Appointed Jones, Carol Lesley as Director
19 May 2014
Appointed Jones, Thomas Joseph Christopher as Director
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Private Limited Company
Reg. no. 12281992
Former controllers (2)
27 April 2021
Ceased Thomas Joseph Christopher Jones — Owns 25–50% of shares
27 April 2021
Ceased Carol Lesley Jones — Owns 25–50% of shares
Group structure 9 companies
Ownership group derived from the Companies House PSC register
Brunel Employee Benefits Limited Owns 75–100% of shares
Brunel Insurance Brokers Ltd Owns 75–100% of shares
Glentworth Portishead Limited Owns 75–100% of shares
Inman & Associates Limited Owns 75–100% of shares
Brunel Insurance for People Limited Owns 50–75% of shares
Brunel PI Brokers Ltd Owns 25–50% of shares
Brunel Wealth Limited Owns 50–75% of shares
Brunel Independent Financial Planners Limited This company Owns 75–100% of shares
Financials
Figures from 2024 accounts. Newer accounts, made up to 31 December 2025, are filed but not read yet. See them on Companies House
- Net Assets
- £259,770
- Cash
- £871
- Employees
- 2
- Debt Ratio
- 1%
Trend
Net Assets
Balance sheet detail
| 2024 | 2023 | 2022 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £3,750 | £3,820 | £4,488 | £5,054 | £6,295 | £7,924 |
| Current Assets | £257,820 | £275,902 | £284,516 | £636,226 | £183,885 | £196,121 |
| Debtors | £256,949 | £275,659 | £281,543 | £625,637 | £2,697 | |
| Cash | £871 | £243 | £2,973 | £10,589 | £181,188 | |
| Creditors (< 1 year) | £41,097 | |||||
| Net Current Assets | £256,020 | £274,103 | £283,375 | £541,971 | £156,317 | £157,592 |
| Net Assets | £259,770 | £277,910 | £287,723 | £546,777 | £162,128 | £163,957 |
| Shareholder Funds | £163,957 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 3 September 2026 | Total exemption full accounts | 31 December 2025 | ||
| 8 June 2026 | Confirmation statement with no updates | 19 May 2026 | ||
| 6 June 2026 | Director's details changed | |||
| 4 June 2026 | Director's details changed | |||
| 6 January 2026 | Director's details changed |
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