Website & contact details
- Group website
- The site of this company’s group or brand.
West Midlands Wealth Management Limited
- Incorporated
- 7 April 2015 (11 years)
- Industry
- Fund management activities (66300)
- Owned by
- Accounts type
- Total exemption full
- Region
- West Midlands
- Address
- Bri HouseCopse DriveCoventryCV5 9RL
Filing status
- Accounts due
- 31 December 2027
- Last accounts
- 31 March 2026
- Conf. stmt due
- 23 April 2027
- Last conf. stmt
- 9 April 2026
Officers
Not loaded yet. See them on Companies House
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 16 March 2026
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Right to appoint and remove directors (as a firm)
Has significant influence or control (as a firm)
Public Limited Company
Reg. no. 00727301
Former controllers (1)
16 March 2026
Ceased Ian James Edward Gough — Owns 75–100% of shares
Group structure 5 companies
Ownership group derived from the Companies House PSC register
Bri Wealth Management PLC 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 This company Owns 75–100% of shares
Financials
Figures from 2025 accounts. Newer accounts, made up to 31 March 2026, are filed but not read yet. See them on Companies House
- Net Assets
- £310,689
- Cash
- £268,239
- Employees
- 1
- Debt Ratio
- 13%
- Current Ratio
- 7.4x
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £1,164 | £1,552 | ||||
| Current Assets | £357,998 | £313,465 | £247,607 | £183,515 | £128,020 | |
| Debtors | £89,759 | £190 | ||||
| Cash | £268,239 | £313,275 | £183,515 | £128,020 | ||
| Creditors (< 1 year) | £48,182 | £46,373 | £39,826 | £42,465 | ||
| Net Current Assets | £309,816 | £267,092 | £205,142 | £137,856 | £92,025 | |
| Net Assets | £310,689 | £268,256 | £205,142 | £137,856 | £92,025 | |
| Shareholder Funds | £310,689 | £268,256 | £205,142 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 20 April 2026 | Confirmation statement with updates | 9 April 2026 | ||
| 16 March 2026 | Registered office address changed | |||
| 16 March 2026 | Appointment of a director | |||
| 16 March 2026 | Appointment of a director | |||
| 16 March 2026 | Termination of appointment of a director |
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