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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, allowing us to create bespoke portfolios tailored to our clients 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


Client Stories


David Lee & Helen Wetton

Glenn Lindfield

Greg Locke

John Holden

Latest News


Market Commentary July 2024

As Artificial Intelligence (AI) technologies continue to reshape industries, investors have continued to flock to AI-driven compani...

July 30, 2024

A window of opportunity for your State Pension?

The government has streamlined the process for individuals to check and fill gaps in their National Insurance (N...

July 30, 2024

Save the Date

On Thursday 19 September, we will be hosting two Market Update Seminars, one in Worcester and one in Solihull. ...

July 30, 2024

Get in Touch


If you would like us to contact you, please complete the enquiry form and we’ll be in touch soon.

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