Skip to contentClarengateINTELLIGENCE
Coverage & freshness About Clarengate
Companies/00727301

Bri Wealth Management PLC

Financial intermediation not elsewhere classified · Meriden Green Business Park

ActiveUnited KingdomIncorporated 1962Public Limited Company
Register Ask analyst

Ownership evidence

Reported ownership and control rights in this business, with source dates.

Reported ownership & control

1 without an end date · 1 ceased
Bri Group LimitedCorporate
Shares: over 75%, up to 100%Voting rights: over 75%, up to 100%Right to appoint or remove directors

Notified 2016-04-16 · No cessation recorded

Source record 131530911
Show 1 ceased record
SB
Mr Simon Nicholas Harold Boardman-WestonIndividual
Significant influence or control

Notified 2018-06-26 · Ceased 2025-05-08

Source record 133348861

People behind the business

Current appointments and the wider business interests of each person.

Appointments

10 current · 16 historical
RS
Robert Paul StocktonCurrent director
Appointed 2026-08-11
NS
Nicholas Sinclair WilsonCurrent director
Appointed 2023-07-31 · 3 yrs · Client Services
+2 others
DS
Dean SmithCurrent director
Appointed 2022-09-30 · 4 yrs · Finance Director
+5 others
AG
Andrew GillettCurrent director
Appointed 2020-04-01 · 6 yrs · Financial Adviser
+2 others
DB
Dan Boardman WestonCurrent director
Appointed 2020-04-01 · 6 yrs · Chief Investment Officer
+1 other
VH
Vince HopkinsCurrent director
Appointed 2013-06-27 · 13 yrs · Head Of Investment Management
+1 other
DS
Dean SmithCurrent secretary
Appointed 2012-06-29 · 14 yrs
+2 others
PM
Paul MattioliCurrent director
Appointed 2009-06-30 · 17 yrs · Chartered Accountant
+3 others
DW
Dean WraggCurrent director
Appointed 2001-09-25 · 25 yrs · Compliance Officer
+8 others
SB
Simon Boardman WestonCurrent director
Appointed 1992-06-25 · 34 yrs · Company Director
+33 others
Show 16 historical appointments
LF
Lawrence FisherResigned director
Resigned 2018-03-29 · 2 yrs · Investment Director
SS
Simon SmithResigned director
Resigned 2016-01-28 · 8 yrs · Venture Capitalist
HE
Hannah EdwardsResigned director
Resigned 2011-04-01 · 9 yrs · Commercial Director
CM
Christopher MustinResigned director
Resigned 2006-08-09 · 12 yrs · Retired Stockbroker
PC
Paul CusackResigned director
Resigned 2004-06-25 · 16 yrs · Director
MM
Mark Merten JonesResigned director
Resigned 2004-01-05 · 10 yrs · Investment Manager
MC
Michael CusackResigned director
Resigned 2004-01-05 · 7 yrs · Director
NH
Nicholas HinchliffeResigned director
Resigned 2002-04-23 · 5 yrs · Sales Director
HG
Hazel GwynneResigned secretary
Resigned 2001-10-01 · 10 yrs
RP
Richard ParfittResigned directorResigned secretary
Resigned 1998-08-27 · 8 yrs · Accountant
PR
Peter RoperResigned director
Resigned 1995-01-30 · 4 yrs · Director
BW
Brian WhitlockResigned director
Resigned 1993-04-20 · 1 yr · Investment Consultant
PK
Paul KarakashianResigned directorResigned secretary
Resigned 1992-06-25 · 3 yrs · Investment Advisor
CC
Charles CooperResigned director
Resigned 1992-06-25 · 11 yrs · Chartered Accountant

Board profile

People with appointments
10
Directors assessed
9
Median age
56
Under 35
1
65 and over
3
Disqualified match
None active