About BRI

BRI Wealth Management plc is a leading, independently owned, wealth management company. Established for over 45 years, BRI provides high quality Wealth Management solutions to Private Clients, Families, Trusts and Charities. Our mission is to fully understand our clients' needs and meet their short, medium and longer-term goals.

We build close relationships with our clients which stand the test of time. We prefer to have face-to-face contact with our clients, which enables us to offer a personal, tailored service for each individual.

Many new clients come to us because they are looking for traditional standards of personal service but have had difficulty finding these elsewhere.

In these days of account numbers, automated telephone systems and call centres, we think you will find our friendly approach very refreshing.

Our aim is to be one of the UK’s most trusted and successful private client wealth managers and our core values are:
Knowledge. Service. Trust.