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13th January 2014
A New Name for BRI

On January 1st 2014 we changed our company name to BRI Wealth Management plc. The new name better reflects the range of services we now offer our clients and is a significant milestone in the firm's development.

For many years BRI concentrated only on managing portfolios and did not offer associated areas of financial planning and advice. Our clients now want a much more comprehensive service and so we have spent the last five years investing in people and systems to meet this demand. Investment management still sits at the heart of BRI but we now have a full financial planning capability too. For this reason 'wealth management' is a much better description of what we now do and this is why we decided to change our name.

Over the coming weeks you will see that our stationery, website and other material will start using the new name. You do not need to take any action yourself but if you have any questions please do not hesitate to contact us and we will be happy to answer them.