Media Centre
MORE IN THIS SECTION

9th March 2015
Simon Preston Joins BRI Wealth Management

Simon Preston has recently been welcomed at BRI as the latest recruit to the Financial Services Team. Simon started his new role on 9 February as a Financial Planner.

Simon previously worked for a major Investment Management firm, where he advised clients for over 12 years and was latterly responsible for their Birmingham office.

With over 30 years within the financial services industry, Simon brings a wealth of experience to BRI, having spent his career looking after a large number of private clients and advising on investment, inheritance tax and lifestyle planning.

Simon commented 'I am hugely excited to be joining BRI with all the changes that are happening within the industry; I wanted to join a company that was meeting these challenges head on. BRI's culture of integrity, trust and team spirit is a great place to utilise my experience and skills for the benefit of both clients and BRI."

BRI Chief Executive Paul Cusack commented 'I am delighted to welcome Simon to BRI. He joins the company at an exciting time in its development and I am sure he will play a significant part in our future success.'