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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 October 2023

The third quarter of this year showcased a tale of two very distinct halves, with the initial weeks marked by positivity and confid...

October 30, 2023

Latest Press Releases

In this section we want to highlight all the latest PR features in publications and broadcasts from the previou...

October 30, 2023

BRI Wealth Management – proud sponsors of The Myton Hospices Charity Dinner

On Saturday 23 September 2023 The Myton Hospices hosted a night to remember at the stunning location of Coombe ...

October 30, 2023

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