Bespoke Wealth
Management Services

BRI Wealth Management plc is a leading, independently owned, wealth management company. Established for over 50 years, BRI provides high quality Wealth Management solutions to Private Clients, Families, Trusts and Charities.

Our Services

  • Discretionary Investment Management
  • Advisory Investment Management
  • ISAs
  • Pensions
  • Inheritance Tax Planning
  • Tax Relieved Investments
  • Divorce

Market Commentary

Think back to 1st April 2020. You may recall seeing headlines such as this one from the BBC: ‘Stock markets suffer worst quarter since 1987.’ We’d just experienced the fastest peak to trough bear market in history with the American stock market falling 30% in a record 22 days, and coronavirus was spreading uncontrollably around the world. Countries had closed their borders, and the British public were brawling in supermarkets for toilet paper – and being caught on social media doing so.

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Media & Events

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