BRI Wealth Management PLC

Reference number: 122499

Instant download

Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Identity

Check their details

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

Company details

From the company's Companies House record.

Concerns on the company record

  • Confirmation statement is overdue at Companies House.
Company number
00727301
Company status
Active
Company type
Public limited company
Incorporated
20 June 1962 (64 years old)
Registered office
Bri House Elm Court, Copse Drive, Meriden Green Business Park, Coventry, CV5 9RL
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Current directors and secretaries

Name Role Born Appointed
Dean Andrew Wragg Director Feb 1970 25 Sep 2001
Paul Robert Mattioli Director Dec 1952 30 Jun 2009
Vince Michael Hopkins Director May 1961 27 Jun 2013
Andrew Joseph Gillett Director Jan 1973 1 Apr 2020
Daniel Boardman-Weston Director Sep 1992 1 Apr 2020
Dean Paul Smith Director Jan 1975 30 Sep 2022
Nicholas Sinclair-Wilson Director Apr 1989 31 Jul 2023
Simon Nicholas Harold Boardman-Weston Director Apr 1958 Not published
Dean Paul Smith Secretary Not published 29 Jun 2012

Check on the FCA register → Report a scam →

Activities and protection

What they can do, and how you are protected

  • Hold or safeguard your money · Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.

    Check your FSCS cover →

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
Show FCA detail (7 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Arranging safeguarding and administration of assets
  • Dealing in investments as agent
  • Making arrangements with a view to transactions in investments
  • Managing investments

Limits on what they may do

  • This firm may handle your money in passing but must not hold it, so payments should go to the product provider, never to a personal account.

Complaints: You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

Track record

FCA actions and complaints

No FCA disciplinary action, and no complaints recorded with the Ombudsman.

Previously registered as

The FCA register holds 3 earlier registered names for this firm. A registered name changes when a firm rebrands, and a partnership's changes whenever its partners do.

  • BRI Asset Management Limited
  • BRI Asset Management Plc
  • Brooks Road Investments Ltd

Download this page as a PDF report

£5 for a clean, timestamped copy you can keep, file or send on. It also helps keep the site free to use and free of ads.

Instant download

Common questions

Frequently asked questions

Is BRI Wealth Management PLC FCA authorised?
Yes, BRI Wealth Management PLC (FRN 122499) is authorised by the FCA to carry out regulated activities.
Is my money safe with BRI Wealth Management?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about BRI Wealth Management to the Financial Ombudsman Service, free of charge.
Is BRI Wealth Management a scam or clone?
BRI Wealth Management is a genuine FCA-listed firm. However, scammers sometimes clone authorised firms. Always check that the contact details you were given match those on the FCA register before sending money or sharing information.
What is BRI Wealth Management's Firm Reference Number (FRN)?
BRI Wealth Management's FRN is 122499. You can verify it on the FCA register.