About BRI

About BRI

BRI Wealth Management plc is a leading, independently owned, wealth management company. We have over 45 years’ experience in providing discretionary, advisory and execution-only investment management services for private investors, family trusts, charities, and financial institutions.

We build close relationships with our clients which stand the test of time. We prefer to have face-to-face contact with our clients, which enables us to offer a personal, tailored service for each individual.

Many new clients come to us because they are looking for traditional standards of personal service but have had difficulty finding these elsewhere.

In these days of account numbers, automated telephone systems and call centres, we think you will find our friendly approach very refreshing.

Our aim is to be one of the UK’s most trusted and successful private client wealth managers and our core values are:
Knowledge. Service. Trust.