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. Working together with our wealth managers, we are able to create bespoke portfolios tailored to your 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 January 2021

I am sitting, alone, in our office in Meriden. The snow is falling, and the guttering has just been fixed. The peace and quiet are deafening. I’m usually g...

January 26, 2021

Introducing Our New Website

At BRI, we work continuously to provide the best possible service to our clients, throughout all aspects of the business, and last year w...

January 29, 2021

What is cash flow modelling and how can it add value to your circumstances?

A cash flow model is a detailed picture of a client’s financial situation which includes their assets, liabilities, income and expendit...

January 27, 2021