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

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

Latest News

Market Commentary April 2022

To paraphrase Charles Dickens, it was the winter of despair, we had everything before us, we had nothing before us, we were all going direct the other way. D...

April 26, 2022

Regional Firm of the Year – Winner!

We are extremely pleased to announce that at the Professional Adviser Awards ceremony on 26 April 2022, we were named Adviser Firm of the...

April 27, 2022

New Trust Registration Rules

The new Trust Registration rules – what you need to know The Trust Registration Service (TRS) is a government r...

April 26, 2022

Get in Touch

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

    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.