BRI WEALTH MANAGEMENT PLC

🌳Matureactive

00727301 · plc · incorporated 1962-06-20

Investment thesis

Established operating company — standard diligence applies, no dominant angle.

Why interesting: Live, filing, normal profile.

Why risky: No standout signals in either direction.

🔒Estimated value

—

Upgrade to see

Turnover

—

not disclosed

Net worth

—

book net assets

Opportunity

73/100

Strong

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What this business does

Primary activity: Financial intermediation not elsewhere classified

Sector: Financial & insurance

Investor take

Pass (distressed without resilience)

Distressed active trading company — structural issues outweigh the discount.

Opportunity 73/100 (strong), bankability 65/100. High owner-dependency — earn-out structure likely required for clean transition. Share purchase looks the cleaner deal structure. Biggest value-creation lever: Resolve: Confirmation statement overdue. Annual confirmation statement not filed on time. Required statutory filing — overdue is a strong discipline signal. Most likely exit: strategic trade sale (73/100).

Data confidence

Overall: medium (60/100)

Adequate coverage. AI outputs are reliable for the sections scored high; verify the rest in diligence.

Company profile

address, 1 SIC codes, incorporation date

100

Financials

No iXBRL financials extracted

Lenders & charges

Confirmed no charges registered

Directors & officers

25 officers (9 active, 25 linked, 21 with DOB)

Ownership & PSC

1 active PSC(s) of 2 total, 2 with control declared

Director network

12 connected companies via shared directors

Filing history

173 filings on record

Gazette notices

No matching gazette notices (standard for active companies)

Opportunity Score

73/100Strong

PassWatchWorth a lookStrongExceptional

Solid opportunity signal. Worth a dedicated memo and management meeting.

Business quality

Adequate — check latest filings for context.

Acquirability

Strong succession / seller-readiness signals.

Risk profile

Some moderate concerns — review flags.

Signal strength

Good data coverage for analysis.

Recent activity

Last 30 days

filings

Last 90 days

filings

Last 180 days

filings

Counts from Companies House filing history.

Corporate timeline (57 events)Click to expand

2025-09-17
📄
accounts-with-accounts-type-full
accounts · AA
2025-05-12
📄
change-to-a-person-with-significant-control
persons-with-significant-control · PSC05
2025-05-08
📄
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2025-05-08
📄
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC02
2024-10-01
📄
accounts-with-accounts-type-full
accounts · AA
2024-10-01
📄
termination-director-company-with-name-termination-date
officers · TM01
2024-09-30
➖
SMITH, Simon Mark resigned
director
2024-01-03
📄
appoint-person-director-company-with-name-date
officers · AP01
2023-10-04
📄
accounts-with-accounts-type-full
accounts · AA
2023-07-31
➕
SINCLAIR-WILSON, Nicholas appointed
director
2022-09-30
➕
SMITH, Dean Paul appointed
director
2022-09-30
📄
appoint-person-director-company-with-name-date
officers · AP01
2022-09-13
📄
accounts-with-accounts-type-full
accounts · AA
2021-10-14
📄
accounts-with-accounts-type-full
accounts · AA
2021-01-29
➖
CUSACK, Paul James resigned
director
2021-01-29
📄
change-person-secretary-company-with-change-date
officers · CH03
2021-01-29
📄
change-person-director-company-with-change-date
officers · CH01
2021-01-29
📄
termination-director-company-with-name-termination-date
officers · TM01
2021-01-04
📄
termination-director-company-with-name-termination-date
officers · TM01
2020-12-31
➖
FISHER, Lawrence Geoffrey resigned
director
2020-12-07
📄
accounts-with-accounts-type-full
accounts · AA
2020-06-24
📄
termination-director-company-with-name-termination-date
officers · TM01
2020-06-23
➖
EDWARDS, Hannah Eve resigned
director
2020-04-30
📄
appoint-person-director-company-with-name-date
officers · AP01
2020-04-30
📄
appoint-person-director-company-with-name-date
officers · AP01
2020-04-01
➕
BOARDMAN-WESTON, Daniel appointed
director
2020-04-01
➕
GILLETT, Andrew Joseph appointed
director
2019-03-31
➖
MUSTIN, Christopher Edwin resigned
director
2018-03-29
➕
FISHER, Lawrence Geoffrey appointed
director
2016-01-28
➕
SMITH, Simon Mark appointed
director
2014-11-20
➖
MERTEN JONES, Mark David resigned
director
2013-06-27
➕
HOPKINS, Vince Michael appointed
director
2012-06-29
➕
SMITH, Dean Paul appointed
secretary
2012-06-29
➖
GWYNNE, Hazel Ann resigned
secretary
2011-05-26
➖
CUSACK, Michael James resigned
director
2011-04-01
➕
EDWARDS, Hannah Eve appointed
director
2009-06-30
➕
MATTIOLI, Paul Robert appointed
director
2007-08-16
➖
PARFITT, Richard Edward resigned
director
2007-07-26
➖
HINCHLIFFE, Nicholas Robert resigned
director
2006-08-09
➕
MUSTIN, Christopher Edwin appointed
director
2004-06-25
➕
CUSACK, Paul James appointed
director
2004-01-05
➕
CUSACK, Michael James appointed
director
2004-01-05
➕
MERTEN JONES, Mark David appointed
director
2003-12-31
➖
COOPER, Charles Mark resigned
director
2002-04-23
➕
HINCHLIFFE, Nicholas Robert appointed
director
2001-10-01
➕
GWYNNE, Hazel Ann appointed
secretary
2001-10-01
➖
PARFITT, Richard Edward resigned
secretary
2001-09-25
➕
WRAGG, Dean Andrew appointed
director
1999-08-31
➖
ROPER, Peter resigned
director
1998-08-27
➕
PARFITT, Richard Edward appointed
director

Showing most recent 50 of 57 events

Owner dependency

73/100

High — earn-out structure required

Material founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.

FACTORS

-8 active directors: Broader management team in place — suggests transferable governance.
+Long-tenure founder: Senior director has been in place 25 years — deep operational knowledge concentrated in one person.
+Founder age: Director aged approximately 74 — succession pressure is live.
+Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.

Succession & seller-readiness

75/100

Likely off-market candidate

Strong acquirability signals converging. Worth approaching directly — this is how off-market deals start.

SIGNALS

primaryFounder aged 70+: Senior director is approximately 74 years old. Natural succession window is now.
primary20+ year tenure: Director in role 25 years. Very long tenure is a classic succession signal.

Red flags

1 high ·

Confirmation statement overdue

high

Annual confirmation statement not filed on time. Required statutory filing — overdue is a strong discipline signal.

Evidence: Next due: 2026-07-09

Group structure

Bri Group Limited is the ultimate parent — holding 75%+ shares. This company sits inside their group.

🏛️

Bri Group Limited

Corporate parent · holds 75-100% shares · board control

ultimate parent

⬇

BRI WEALTH MANAGEMENT PLC

This company · 00727301

Parent relationships inferred from Persons with Significant Control filings. Full subsidiary tree requires reverse-lookup (coming).

Shareholders & ownership

1 active beneficial owner · dominant holder ≥75%

Name	Shares	Voting rights	Nature of control	Notified
Bri Group Limited Corporate entity	75–100%	75–100%	board control75-100% shares · 75-100% voting · board control	16/04/2016

1 historic (ceased) PSC

Mr Simon Nicholas Harold Boardman-Westonceased 08/05/2025· significant influence

From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.

🔒Co-director network graph

Radial SVG graph showing every company connected via shared directors, colour-coded by status.

Available from the Pro tier upwards.

See pricing →

Similar companies

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BIZVIC FINANCIAL SERVICES LTD→ 12455596 · est 2020 · no financials extracted	—	—	—	—	6y	—	—
BLU FINANCIAL LTD→ 13212244 · est 2021 · no financials extracted	—	—	—	—	5y	—	—
BONA FINANCE LIMITED→ 12320959 · est 2019 · no financials extracted	—	—	—	—	6y	—	—
BPT INS SOLUTIONS LTD→ 08380128 · est 2013 · no financials extracted	—	—	—	—	13y	—	—
BROOK CAPITAL AND SECURITIES LTD→ 09171752 · est 2014 · no financials extracted	—	—	—	—	11y	—	—
BSL PENSION TRUSTEE LIMITED→ 11702422 · est 2018 · no financials extracted	—	—	—	—	7y	—	—
BURBAGE FINANCE LTD→ 08604283 · est 2013 · no financials extracted	—	—	—	—	12y	—	—
BUTTERFLY FINANCIAL SERVICES LIMITED→ 09637471 · est 2015 · no financials extracted	—	—	—	—	10y	—	—
BV REGION LIMITED→ 11920962 · est 2019 · no financials extracted	—	—	—	—	7y	—	—
BW FINANCIAL PLANNING LIMITED→ 06649429 · est 2008 · no financials extracted	—	—	—	—	17y	—	—
CAALI→ 11631615 · est 2018 · no financials extracted	—	—	—	—	7y	—	—

Peers ranked by estimated value, then turnover, then opportunity score.See all →

🔒Tailored diligence questions

8 specific questions generated from this company's actual signals — liquidity, leverage, director age, charge count, red flags, age-of-company.

Available from the Pro tier upwards.

See pricing →

🔒Advanced scoring suite

Exit-route ranking, improvement thesis, quiet-distress detector, covenant-pressure proxy, extraction monitor, approaching triggers, ownership drift, local cluster, value trap, debt capacity, archetype classification — 48+ scoring modules.

Available from the Pro tier upwards.

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Company details

Statusactive

Typeplc

Incorporated1962-06-20

Jurisdictionengland-wales

Primary SIC64999 — Financial intermediation not elsewhere classified

Registered office

Bri House Elm Court

Copse Drive

Meriden Green Business Park

Coventry

CV5 9RL

Filing status

Accounts

Next due: 2026-09-30

Last made up to: 2025-03-31

Confirmation statement

Next due: 2026-07-09OVERDUE

Last: 2025-06-25