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 July 2022

Bridge Over Troubled Water When this classic song was first written by Paul Simon in 1969, America was in a state....

July 28, 2022

Market Update Seminars

With the pandemic restrictions now behind us, we are extremely excited to be able to host in-person events once again. On Friday 23r...

July 28, 2022

Portal Reminder

In case you are not already registered, we offer all our clients online access via our ...

July 27, 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.