About BRI Wealth Management


We strive to understand our clients’ needs and help them meet their short, medium and long-term goals. We accomplish this by building close relationships with our clients, ensuring that our bespoke service is as personal as possible. Many new clients come to us because they have struggled to find traditional standards of personal service at other wealth management companies.

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

Advice


BRI has a team of highly qualified and knowledgeable Wealth Managers that provide advice on a range of areas including Investment Management, Financial Planning, ISAs, Pensions, Inheritance Tax Planning and Tax Relieved Investments.

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.

For further information on our specific services, please select your investor type from the Services tab on the menu above.

Meet the Team


Andrew GillettHead of Wealth Management Advice

BA Hons, APFS

Andrew joined the Financial Planning Department at BRI in February 2012. He is a Chartered Financial Planner with more than 20 years’ experience, and has worked at various IFA firms in his career. He has extensive experience in investment, pensions, inheritance tax planning, business exit and lifestyle planning. Andrew provides financial advice to clients.

Vince HopkinsHead of Business Development

MSCI

Vince joined BRI in December 2012 as part of the Senior Management Team. He worked as the Head of Investment Management between 2013 and 2018, and acted as Chief Investment Officer between 2014 and 2019. Vince now leads BRI's business development strategy and continues to chair the Advisory Board. Vince has worked in the Financial Services industry since 1981 and is a Chartered Wealth Manager. He has a variety of external interests including the Worcestershire Ambassadors and the Wooden Spoon charity.

Dan Boardman-WestonChief Investment Officer

MBA, Chartered MCSI

Dan first joined BRI in 2011, has completed the CFA IMC exam and also holds a derivatives qualification. After taking a year out to complete an MBA Dan re-joined BRI in October 2018. Dan contributes to BRI’s investment publications and is increasingly quoted in industry press. He is responsible for equity research, portfolio strategy and implementation.

Nicholas Sinclair-WilsonChartered Financial Planner

IMC APFS

Nick joined the Financial Planning department in January 2016 as a Paraplanner before moving into a Financial Planner role. Prior to this he worked for a Northamptonshire based IFA practice, having graduated from Aston University in 2012 with a 2:1 in Business Management. Nick holds the CFA IMC accreditation alongside the Diploma in Regulated Financial Planning and received Chartered status in 2018.

Emma BuckleyChartered Wealth Manager

FCSI

Emma joined BRI in July 2015 and has 15 years' experience working in the wealth management and private banking industry. Emma is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI) and brings a wealth of experience to BRI. At BRI she looks after clients' portfolios including ISAs, Pensions (SIPPs and SSASs), Trusts and taxable investments.

Peter BaxterChartered Wealth Manager

IMC

Peter joined BRI in 2008. He has more than 35 years’ experience of private client investment management; started his career in 1980 and joined the UK Stockbroking community in 1983. His previous experience includes stockbroking and investment management. Peter is a Fellow of the Chartered Institute for Securities & Investment and holds the Investment Management Certificate. At BRI he looks after and advises on portfolios of funds including ISAs, Trusts and taxable investments with specific responsibility for Advisory Managed Portfolios.

David CraigHead of Intermediary Division and Chartered Wealth Manager

Chartered FCSI

David joined BRI in October 2015 as a Chartered Wealth Manager and Head of the Intermediary Division. He started his career in 1988 at Albert E Sharp and over the years has worked at several other wealth managers in the area; he became the Birmingham Office Head of Deutsche Bank building up and developing the office. David is a Chartered Fellow of the Chartered Institute for Securities and Investments (CISI).

Mark SpeechlyChartered Wealth Manager

FCSI

Mark joined BRI in 2014 as a Chartered Wealth Manager. He has over 20 years’ experience in the investment management industry covering stockbroking, investment management and private banking. At BRI he looks after portfolios including ISAs, SIPPs, Trusts, taxable investments and investment bonds. Mark is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI).

Vicki SkinnerChartered Financial Planner & Wealth Administration Manager

APFS

Vicki joined BRI in early 2005 and moved into the financial planning department in 2012, becoming a Paraplanner in 2013. In 2015 she passed the Diploma in Regulated Financial Planning and has now achieved Chartered Financial Planner status. Vicki is an associate of the Chartered Institute for Securities & Investment and works as an accredited Financial Planner. Additionally, Vicki also manages the Wealth Administration team.

Ben CrabbeAssociate Director and Chartered Wealth Manager

DipPFS

Ben joined BRI in 2007 as an Investment Manager, progressing to Associate Director in 2011. He has worked with large financial organisations in a career spanning around 20 years and has extensive experience in stockbroking and investment management. At BRI he looks after portfolios of funds including ISAs, Pensions (SIPPs and SSASs), Trusts, taxable investment and investment bonds. Ben is a former President of the Birmingham & West Midlands branch of the Chartered Institute for Securities & Investment (CISI), a Chartered Fellow of the CISI, a member of the Personal Finance Society and has completed the CII’s Diploma in Financial Planning.

Kate HowellsWealth Manager

Chartered MCSI

Kate joined BRI in May 2010 and works as a Wealth Manager. Kate holds the Level 6 Private Client Advice & Investment Management Qualification and also the Level 6 Certificate in Advanced Financial Planning. At BRI, Kate looks after and advises on portfolios including Investments, ISAs, Pensions (SIPPs and SSASs), Trusts, and Charities.

Simon PrestonFinancial Planner

PFS

Simon joined the Financial Planning Department at BRI in February 2015. He is a Financial Planner with more than 30 years’ experience, and has worked at various IFA firms in his career. Simon’s expertise lies predominantly in investment, pensions, inheritance tax and lifestyle planning. At BRI Simon provides financial advice to clients.

Marlena EltringhamParaplanner

Certs CII (MP & ER)

Marlena joined BRI’s Financial Planning Department at the beginning of 2011 in a dual role as Paraplanner and Financial Planning Administrator. She has over 10 years’ experience in Financial Planning and has previously worked for one of the leading IFA companies in the UK. Marlena is a Chartered Fellow of the Personal Finance Society and at BRI she is responsible for research, suitability report writing and business processing.

Jenny MillsPortfolio Manager

Cert CII (FS)

Jenny joined BRI in 1995 and she progressed over time to become responsible for the administration of ISA's and safe custody investments. Jenny joined the Portfolio Management Team in 2017 and progressed to Portfolio Manager within a year. She is a chartered fellow of the Chartered Institute for Securities & Investment, and holds the Private Client Investment Advice & Management qualification (PCIAM).

Tom HopkinsPortfolio Manager

IMC

Tom joined BRI in September 2016 as part of the Portfolio Management Team after graduating from Loughborough University with a BSc in Geography and Management. Tom is responsible for day to day portfolio management and is a holder of the Investment Management Certificate (IMC).

Melissa HendersonParaplanner

APFS

Melissa joined the Financial Planning department in early 2019 as a Paraplanner. Prior to this she worked for Financial Planning firms in Birmingham and Worcester. Melissa graduated from the University of Leicester with a 2:1 degree in Law, holds the Advanced Diploma in Financial Planning and received her Chartered status in 2019.

Dean WraggChairman, Chief Operating Officer and Compliance Officer

BA, Dip IoD, FCSI

Dean joined BRI in 1995 as an administrator and progressed into a compliance role a few years later. He was appointed to the board as Compliance Director in 2001 and gained the role of Chief Operating Officer some years later. Dean has worked within the financial services industry since 1986 and has a broad knowledge and understanding of stockbroking and investment management. He is a Fellow of the Chartered Institute for Securities & Investment, a member of the International Compliance Association, holds the Investment Management Certificate and the Diploma in Company Direction from the Institute of Directors. Dean is responsible for all aspects of compliance.

Dean SmithFinance Controller and Company Secretary

ACCA, MCSI, FMAAT

Dean is a Certified Chartered Accountant having completed his ACCA qualification (Association Certified Chartered Accountancy) in February 2014. He joined BRI in January 2004 to assist in the administration and finance department and has progressed to the role of finance controller where he has responsibility for the finance functions of the company. Dean completed the AAT Technical Qualification (Associate of Accounting Technicians) in 2007 and is a member of the Chartered Institute for Securities & Investment and holds the CISI Investment Administration Qualification (IAQ).

Samuel BairdHead of Investment Administration

Samuel joined BRI in 2016 and has over a decade of experience in the financial services sector dealing with both corporate and retail clients. Sam has spent the last five years in people management and now heads up Investment Administration for BRI. He is responsible for oversight of the back office administration, process and procedural development and management of the department.

Alan JonesSystems Developer

Alan joined BRI in November 2011 having several years’ experience working within the Information Technology sector. He is responsible for maintaining and developing BRI’s internal software solutions.

Harriet TrothMarketing Manager

ACIM

Harriet joined BRI's marketing department in September 2014 and has over nine years’ experience in marketing & events. Harriet is now responsible for managing and co-ordinating BRI’s marketing activities including corporate literature, PR, events and digital media. She is a member of the Chartered Institute of Securities & Investments (CISI) and in 2018 passed her Diploma in Professional Marketing to become an Associate of the Chartered Institute of Marketing (ACIM).

Michelle ShepherdHead of Client Data, Systems and Processes

FCSI

Michelle joined BRI in 2007 in a secretarial and administrative capacity and has almost 30 years’ administrative experience in the financial services industry. She now oversees new account set-up, client reporting and account administration. Michelle is a Chartered Fellow of the Chartered Institute for Securities & Investment and holds the CISI Investment Administration (IAQ), CISI Regulation & Compliance and CISI Global Operations Management qualifications.

Nirjeet LyallWealth Management Administrator

Cert PFS

Nirjeet joined BRI’s Financial Planning Department in June 2014 bringing with her a wealth of experience working within the financial planning industry. Nirjeet has completed the Certificate in Financial Planning and Certificate in Life and Pensions.

Toni WardWealth Management Administrator

Toni joined BRI in June 2019 as a Financial Planning Administrator. She previously worked as a Client Advisor Assistant and Client Administrator in Birmingham. Toni holds the Diploma in Business Administration and is a member of the Chartered Institute of Securities and Investments (CISI)..

Caroline MoyWealth Management Administrator

Caroline joined BRI in March 2017 as a Financial Planning Administrator. Caroline has over 30 years’ experience in Financial Services working in a variety of administration and management roles, and she achieved her CII Certificate in Life and Pension Administration in 2014.

Andrea BarlowWealth Management Administrator

Andrea joined BRI in 2014. She has over 20 years’ secretarial and administrative experience covering a variety of business sectors and provides support to the Wealth Management Team.

Michelle HarrisonWealth Management Administrator

Michelle joined BRI in September 2012 in a secretarial and administrative capacity and provides support to the Wealth Management team. Michelle has over 30 years’ experience of working within the finance industry.

Lynne RolinsonWealth Management Administrator

Lynne joined BRI in the summer of 2010 and has over 30 years’ secretarial and administrative experience and provides support to the Wealth Management Team.

Suzanne BaileyWealth Management Administrator

Chartered MCSI

Suzanne joined BRI in 2006 having previously worked for other major firms in the stockbroking industry. She is a Chartered member of the Chartered Institute for Securities and Investment and has over 25 years’ experience and therefore brings an extensive knowledge to her role supporting the Wealth Management Team.

Leon KennedyAdministrator

Leon joined BRI in 2016 as an Investment Administrator. He is a graduate of Cardiff University and has several years’ experience in administration. Leon has joined BRI to provide additional support to the CASS Team.

Hardeep PanasarJunior Systems Developer

Hardeep Joined BRI in July 2016 as Junior Systems Developer. Hardeep recently completed his higher education at the University of Leicester where he was studying Computing with Management. Hardeep works closely with Alan Jones, and is responsible for maintaining and developing BRI’s internal software solutions.

Kerrie LoveridgeAdministrator

MAAT

Kerrie joined BRI in September 2012 in an administrative capacity following completion of her A-levels. She provides support to both the general administration team and accounts department.

Annie ByrneReceptionist and Facilities Co-ordinator

Annie joined BRI in September 2015 as Office Receptionist. Annie has over 20 years’ experience in administration and over 10 years’ experience in facilities management. In her role at BRI, she provides administration and facilities support to all staff.

Sarah-Louise CampbellMarketing Co-ordinator

Sarah-Louise joined BRI in May 2019 as part of the marketing department. After graduating from Aston University in 2013 with a BSc Degree in French and Translation Studies, she gained several years’ experience in marketing roles including events manager, demand analyst forecaster, and social media and digital marketing administrator. As co-ordinator, Sarah-Louise’s main responsibility is to oversee and contribute to the growth and development of BRI’s digital marketing platforms, as well as working closely with the marketing manager. She is also a member of the Chartered Institute of Securities & Investments (CISI).

Emily CollingwoodAdministrator

Emily joined BRI in June 2016 to assist with the Accountancy and Administration departments. Her main roles include making payments and managing expenses. Emily is studying towards her AAT qualification to further her accountancy knowledge.

David CraigHead of Intermediary Division and Chartered Wealth Manager

Chartered FCSI

David joined BRI in October 2015 as a Chartered Wealth Manager and Head of the Intermediary Division. He started his career in 1988 at Albert E Sharp and over the years has worked at several other wealth managers in the area; he became the Birmingham Office Head of Deutsche Bank building up and developing the office. David is a Chartered Fellow of the Chartered Institute for Securities and Investments (CISI).

Lynne RolinsonWealth Management Administrator

Lynne joined BRI in the summer of 2010 and has over 30 years’ secretarial and administrative experience and provides support to the Wealth Management Team.

Simon Boardman-WestonChief Executive

C Dir, FIoD, FCSI, FCIM

Simon Boardman-Weston is a Chartered Director, Fellow of the Institute of Directors, Fellow of the Chartered Institute of Marketing and Fellow of the Chartered Institute for Securities & Investment. He acquired BRI in 1991 and has overseen the development of the business and the recruitment of the firm's management team. He has extensive experience in industry having run companies in the pharmaceutical, food and property sectors and acts as a charity trustee.

Andrew GillettHead of Wealth Management Advice

BA Hons, APFS

Andrew joined the Financial Planning Department at BRI in February 2012. He is a Chartered Financial Planner with more than 20 years’ experience, and has worked at various IFA firms in his career. He has extensive experience in investment, pensions, inheritance tax planning, business exit and lifestyle planning. Andrew provides financial advice to clients.

Dean WraggChairman, Chief Operating Officer and Compliance Officer

BA, Dip IoD, FCSI

Dean joined BRI in 1995 as an administrator and progressed into a compliance role a few years later. He was appointed to the board as Compliance Director in 2001 and gained the role of Chief Operating Officer some years later. Dean has worked within the financial services industry since 1986 and has a broad knowledge and understanding of stockbroking and investment management. He is a Fellow of the Chartered Institute for Securities & Investment, a member of the International Compliance Association, holds the Investment Management Certificate and the Diploma in Company Direction from the Institute of Directors. Dean is responsible for all aspects of compliance.

Vince HopkinsHead of Business Development

MSCI

Vince joined BRI in December 2012 as part of the Senior Management Team. He worked as the Head of Investment Management between 2013 and 2018, and acted as Chief Investment Officer between 2014 and 2019. Vince now leads BRI's business development strategy and continues to chair the Advisory Board. Vince has worked in the Financial Services industry since 1981 and is a Chartered Wealth Manager. He has a variety of external interests including the Worcestershire Ambassadors and the Wooden Spoon charity.

Dean SmithFinance Controller and Company Secretary

ACCA, MCSI, FMAAT

Dean is a Certified Chartered Accountant having completed his ACCA qualification (Association Certified Chartered Accountancy) in February 2014. He joined BRI in January 2004 to assist in the administration and finance department and has progressed to the role of finance controller where he has responsibility for the finance functions of the company. Dean completed the AAT Technical Qualification (Associate of Accounting Technicians) in 2007 and is a member of the Chartered Institute for Securities & Investment and holds the CISI Investment Administration Qualification (IAQ).

Dan Boardman-WestonChief Investment Officer

MBA, Chartered MCSI

Dan first joined BRI in 2011, has completed the CFA IMC exam and also holds a derivatives qualification. After taking a year out to complete an MBA Dan re-joined BRI in October 2018. Dan contributes to BRI’s investment publications and is increasingly quoted in industry press. He is responsible for equity research, portfolio strategy and implementation.

Simon SmithNon-Executive Director

ACIB, FCSI

Simon has been involved in investment management since 1987 and his experience, unusually, has covered both public and private companies.

He was a Director at Albert E Sharp where he was responsible for starting-up and building its unit trust division and also managing the top-performing UK Smaller Companies Unit Trust, which had net assets of £330m at its peak.

Simon later became Chief Executive of a listed Private Equity company where he was reponsible for the management of a portfolio focused on management buy-ins and early stage investments in high-growth businesses. In 2006 he led a consortium to take the business private backed by Nova Capital and Caledonia Investments, following which he became a Director of Nova Capital.

Simon has been a Director of a number of private companies across various sectors including Financial Services, Manufacturing, Technology and Support Services.

Paul MattioliNon-Executive Director

Paul joined the board of BRI in 2009 as a non-executive director. He has extensive experience in financial services having run a successful pension consultancy business for many years, providing both pension trusteeship and advice. Paul provides independent judgement to The Board on issues of strategy, performance and resources.

Vince HopkinsHead of Business Development

MSCI

Vince joined BRI in December 2012 as part of the Senior Management Team. He worked as the Head of Investment Management between 2013 and 2018, and acted as Chief Investment Officer between 2014 and 2019. Vince now leads BRI's business development strategy and continues to chair the Advisory Board. Vince has worked in the Financial Services industry since 1981 and is a Chartered Wealth Manager. He has a variety of external interests including the Worcestershire Ambassadors and the Wooden Spoon charity.

Paul CrookAdvisory Board Member

Paul has more than 30 years’ experience in the private wealth management and commercial banking environment. He was previously the Director of Wealth Management for Coutts and based in Cheltenham, but took early retirement in October 2012 to create his own consultancy business focused on arranging private office facilities for entrepreneurs and wealthy individuals.

Shaun RochelleAdvisory Board Member

Shaun joined BRI's advisory board after a 35 year career working in indirect tax, specialising in cross-border transactions. His career started at HM Customs and Excise where he represented the UK at both the World Trade Organisation and European Commission; later becoming a member of the VAT Large Trader Unit, dealing with the UK's largest companies. Sean then joined Ernst and Young, became a partner in 1992 and held several regional, national and international management positions across all disciplines. Shaun maintains strong links with Ernst and Young via their alumni programme.

Nigel SwanstonAdvisory Board Member

Nigel joined BRI’s advisory board after more than 40 successful years with Lloyds Bank. He progressed through various branch roles, before moving into corporate/business banking in 1988. Nigel spent the next 24 years providing a quality, traditional banking service to a portfolio of business banking clients before retiring in 2012. One of those clients of long-standing was BRI and we are very pleased to continue this close association with Nigel.

Ian BeestinAdvisory Board Member

Ian joined BRI’s Advisory Board in 2016 and has around 30 years’ experience in the financial services industry. He started his career at General Accident Life in 1986 and later became Regional Manager for Framlington Unit Trust Managers in 1997. In 1998 he founded the ISA Shop which was subsequently sold to IFG Group. Since then Ian has been Marketing Director and CEO of Tilney Collective Management, part-time Chairman of Bulletin and most recently one of the founders of The Pensions Portal. Ian brings significant external knowledge to BRI.

Chris MustinAdvisory Board Member

Chris was a member of BRI's Board for 13 years up until 2019 as a non-executive director and advises BRI on the firm’s strategic development. His experience has covered all aspects of stockbroking and asset management, and includes membership of the executive board of a major national firm. Chris was elected a member of the Stock Exchange in 1965.

Investors in People


BRI’s success is due to the expertise and loyalty of all of our staff. We are proud to have the Investors in People accreditation and are committed to upholding the principles on which the scheme is based.

All employees have a continuing programme of training and development to ensure that they keep up to date with regulatory and industry matters. We also encourage each member of our team to pursue a personal development programme to help them play their part in looking after our clients and achieving our company goals.

Vacancies


Our people are the driving force behind our success. To support an innovative, progressive and leading wealth management company, we need dedicated people with the drive and ambition to succeed. An important part of BRI’s strategy is to recruit talented individuals who have the ability to help us achieve our objectives. If you think you would be a good addition to our team, please contact:

Vince Hopkins
E: vh@brigroup.co.uk
T: 01676 523 550

Privacy Policy for Job Applicant

Software Developer
We are recruiting for an experienced software developer. Key duties include, but are not limited to:

  • Exporting data across the business
  • Recording work and resolutions accurately using a ticket system
  • Assisting colleagues with technical issues and liaising with external providers
  • Assessing existing systems and identifying areas for improvement
  • Working with API’s to integrate with external systems.

If you would like further information about this role, please email Sam Baird sjb@brigroup.co.uk.