About BRI Wealth Management

At BRI Wealth Management, we’ve been delivering high-quality, personalised wealth management services since 1968. Our mission is simple: to provide financial advice, grounded in our values of knowledge, service, and trust, that gives you peace of mind and helps you meet your goals.

We are an independently owned firm which enables us to build long-term relationships with our clients, lasting decades and spanning generations. We are based just outside of Meriden, in the heart of the English countryside, but our team looks after clients across the country. We have no interest in being the biggest firm, but we have every intention of being the best partner for you at each and every stage of your life.

We have a holistic approach to wealth management, putting you at the centre of the process. We want to understand your personal goals and objectives as well as your current financial circumstances before implementing any agreed plans.

BRI provides restricted advice. Whilst we offer advice on a wide range of financial products and services, where investment management services are suitable, we will generally recommend BRI’s in-house discretionary or advisory investment services. However, we are not limited to using BRI and will only do so when we feel such services are suited to your needs and objectives.

For non-investment management services, we will establish your needs and objectives, then conduct a review of the wider financial planning market and recommend a solution, bearing in mind your best interests.

We feel there is often a significant advantage to our clients by managing investments using our own specialist investment team so, where we believe a discretionary or advisory portfolio management service is appropriate, we usually recommend BRI’s own services and this would constitute restricted advice.

Accreditations

Key Facts

All Financial Planning advice reports are checked by our compliance team before being sent out to our clients to ensure that consistency and quality of advice is maintained.

We don’t like to compromise on the service our clients receive so our advisers have a limit on the number of clients they look after to ensure that they receive the best possible communication and advice from us.