BRI Wealth Management PLC

Reference number: 122499

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Authorised by the FCA

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

Website, phone number and address

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.

  • Website

    brigroup.co.uk

  • Phone number

    01676 523550

    Also given by a firm that is no longer authorised. Check you are dealing with the firm on this page.

  • Address

    BRI House, Elm Court, Copse Drive, Meriden Business Park, Coventry, West Midlands, CV5 9RL, United Kingdom

In the full report: 3 background checks

  • When brigroup.co.uk first appeared online, and whether it can receive email
  • What kind of line 01676 523550 is, and the other firm that gives it
  • Who else gives the postcode CV5 9RL
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Other names (3)

If you were contacted under any of these names, it is this firm.

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

FCA permissions and consumer protection

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

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

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)

Directors and company secretaries

Name Role Born Appointed Other companies
Dean Andrew Wragg Director Feb 1970 25 Sep 2001 7 other companies
Paul Robert Mattioli Director Dec 1952 30 Jun 2009 22 other companies
Vince Michael Hopkins Director May 1961 27 Jun 2013 1 other company
Andrew Joseph Gillett Director Jan 1973 1 Apr 2020 2 other companies
Daniel Boardman-Weston Director Sep 1992 1 Apr 2020 None
Dean Paul Smith Director Jan 1975 30 Sep 2022 3 other companies
Nicholas John Sinclair-Wilson Director Apr 1989 31 Jul 2023 2 other companies
Robert Paul Stockton Director Oct 1965 11 Aug 2026 None
Simon Nicholas Harold Boardman-Weston Director Apr 1958 Not published 22 other companies
Dean Paul Smith Secretary Not published 29 Jun 2012 –

Other companies run by these 9 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
49
closed down
34
is FCA-registered
1

In the full report: all 49 companies, named

  • What each company does, and whether it is still trading
  • Which of these 9 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The one on the FCA register, including one no longer authorised
  • The 5 companies these 9 directors run together
  • All 22 people who have ever been directors, with their dates
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Key dates in its history

BRI Wealth Management’s history from the FCA register and Companies House, newest first.

Key events (12) All events (47)

2025

8 May 2025

  • Simon Nicholas Harold Boardman-Weston no longer has significant control

Companies House

2024

24 June 2024

  • FCA imposed a requirement (May control but not hold client money)

FCA register

2018

26 June 2018

  • Simon Nicholas Harold Boardman-Weston gained significant control

Companies House

2016

16 April 2016

  • Bri Group Limited took control (75–100% of shares)

Companies House

2013

27 December 2013

  • Changed its registered name from "BRI Asset Management Plc"

FCA register

1 April 2013

  • Regulated by the FCA from this date

FCA register

2001

1 December 2001

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

1992

14 December 1992

  • Changed its registered name from "BRI Asset Management Limited"

FCA register

7 October 1992

  • Changed its registered name from "Brooks Road Investments Ltd"

FCA register

1962

20 June 1962

  • Incorporated at Companies House

Companies House

1901

1 January 1901

  • Regulated by the Investment Management Regulatory Organisation from this date

FCA register

In the full report: all 47 events

  • All 47 events in its history (12 shown here)
  • Every director appointment and resignation: 32
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Firms connected to BRI Wealth Management

Other FCA-listed firms that share a director, phone number or address with BRI Wealth Management. A link shows who the firm is tied to, not whether either can be trusted.

connected firm
1
no longer authorised
1
share a director
1

In the full report: the connected firm, named

  • How it is linked: shared directors (1), the same phone number (1), the same postcode (1)
  • Who links it to this firm: the named directors, with dates
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Firms like BRI Wealth Management

Other firms of the same type (investment or fund manager), nearest first.

In the Coventry (CV) postcode area

Albert E Sharp LLPStratford-upon-AvonAuthorisedN.F.U. Mutual Unit Managers LimitedStratford-upon-AvonAuthorisedElaghmore Advisor LLPLeamington SpaAppointed representativeSumma Equity Advisory UK LLPWarwickAppointed representativeVaughan Davies & Co (Pensions & Investments) LimitedNuneatonAppointed representativeVerdane Advisors LimitedWarwick,Appointed representative

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on BRI Wealth Management

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 49 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 47 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is BRI Wealth Management PLC FCA authorised?
Yes, BRI Wealth Management PLC (FRN 122499) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2001 and works as an investment or fund manager. The FCA has placed a limit on what it may do.
What is BRI Wealth Management’s phone number and website?
The FCA register lists the phone number 01676 523550 and the website brigroup.co.uk for BRI Wealth Management. If you were given different contact details, use these to check with the firm before going any further. The same number is also given by one other FCA firm, one of which is no longer authorised.
Is BRI Wealth Management a scam or clone?
BRI Wealth Management is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with BRI Wealth Management?
It may control client money but not hold it. 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.
Who owns BRI Wealth Management?
BRI Wealth Management is owned by Bri Group Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 16 April 2016. Before that, it was controlled by Mr Simon Nicholas Harold Boardman-Weston.
Who runs BRI Wealth Management?
Companies House lists 9 directors of BRI Wealth Management: Dean Andrew Wragg, Paul Robert Mattioli, Vince Michael Hopkins, Andrew Joseph Gillett, Daniel Boardman-Weston, Dean Paul Smith and 3 more.
How long has BRI Wealth Management been in business?
The company was formed on 20 June 1962, and has held its current FCA authorisation since December 2001.
Does BRI Wealth Management use any other names?
It has previously used 3 other names: BRI Asset Management Limited, BRI Asset Management Plc and Brooks Road Investments Ltd.

Sources and links

The full report on BRI Wealth Management PLC

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