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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


Client Stories


David Lee & Helen Wetton

Glenn Lindfield

Greg Locke

John Holden

Latest News


Market Commentary April 2024

The new year started on an optimistic note, a trend that emerged in the final few months of 2023. A combination of relatively stead...

April 15, 2024

Make the most of your ISA allowance

If you have not yet used your Individual Savings Account (ISA) allowance for this tax year and intend to do so, please remember that this...

May 22, 2024

Secure Your Future with an ISA Today

It’s a new tax year and to make sure you make the most of your ISAs, here are a few reminders for the new fin...

April 15, 2024

Get in Touch


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

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