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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

Election Update

The Labour Party has won the general election with a forecast majority of 180 seats. While the result will not have come as a surprise to many, it represents...

July 5, 2024

Make the most of your ISA allowance

This year’s ISA allowance remains at £20,000 per person. If you have not yet used your Individual Savings Account (ISA) allowance ...

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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