Bespoke Wealth Management Services

BRI Wealth Management plc is an independently owned wealth management company. We have over 50 years’ experience of protecting and growing our clients’ assets.

Investment Management

BRI has a highly qualified and knowledgeable investment department with decades of portfolio management experience. Working together with our wealth managers, we are able to create bespoke portfolios tailored to your specific needs.

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Financial Planning

BRI has a team of dedicated in-house specialist financial planners. We are able to review the wider financial planning market and ensure that our advice is tailored to each client’s unique requirements.

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Our Clients

98% of clients surveyed in 2020 felt that the fair treatment of clients is central to our culture

Latest News

Market Commentary July 2021

With the Wimbledon Tennis Championships in full swing at the time of writing this, I sit back watching the ball go back and forth between two players.  I fi...

July 14, 2021

National Savings – Losing Interest

The Government backed bank has revealed that despite record inflows, outflows more than doubled to over £64 billion. This came in...

July 14, 2021

Knowledge Hub now live

At BRI, we understand and value the benefit of having sound financial literacy and how this contributes towards creating an overall sense...

July 14, 2021

Knowledge Hub

We have a new section on our site dedicated to financial education and wellbeing.
Here you will find information and videos on several topics, such as Pensions and Planning for the Future.
To access it, please click on the gold icon on the top right of the page.