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 October 2021

The world has witnessed a historic shift in working patterns and policies due to the COVID-19 pandemic. While some companies used to offer the option of work...

October 20, 2021

Looking for a new Box Set?

If you’re suffering from a bad case of the January blues post-Christmas and looking for ways to spend the cold dark evenings, bingeing ...

January 12, 2022

Market Update Webinar with Seraphim Space Investment Trust

On 7th February at 10am we will be hosting our first Market Update Zoom Webinar of 2022. Our Chief Investment Officer Dan Boardman-Weston...

January 12, 2022

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.