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 April 2021

April 12th can’t come soon enough. I’m looking forward to seeing friends that I haven’t seen in months, drinking my first proper pint of bee...

April 26, 2021

A Resilient Year for BRI

Despite the concerns that faced us this time last year, BRI has yet again proven itself resilient under an array of global economic press...

April 26, 2021

Wealth Management's Class of 2021

Citywire’s Wealth Manager has named their 11th annual shortlist for the 2021 Top 30 Under 30 best talent in the industry; an...

April 26, 2021