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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

The final quarter of 2023 began on an uncertain note as conflict erupted in the Middle East. The tragic events that unfolded furthe...

January 23, 2024

Post-Budget Webinar 8 March

BRI Wealth Management and Perrigo Consultants are excited to host a post-budget discussion and Q&A session on 8th March 2024 at 10:0...

February 15, 2024

Shortlists Announced

We’re pleased to announce that three of BRI’s employees have recently been shortlisted for professional awa...

January 23, 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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