Team Update

We have had several new faces join BRI Wealth Management over the last year as we continue to grow, in addition to a promotion and a retirement. Here is a brief overview.

Wealth Managers

Barney Sears

Barney joined BRI Wealth Management in 2022 as a Junior Financial Planner and has since completed further CII qualifications. Barney was promoted to Financial Planner in December 2023.

Laura Ripley

Laura joined us in May 2023 and has over 15 years of industry experience. Laura has expertise in pensions, investments, tax and lifetime financial planning. She is an accredited Retirement Planning Specialist, holds the CFA IMC qualification and is a Chartered Fellow of the Personal Finance Society.

Simon Preston

Simon, a Financial Planner here for 9 years, recently retired at the end of March and we wish him all the best for the future.

Paraplanner

Brad Sheridan

Brad joined BRI in December 2023 from a wealth management company based in Leicestershire. Brad previously worked as a financial planner but has chosen to focus on the technicalities of paraplanning.

Wealth Administrators

Joanna Clark

Joanna (Jo) joined BRI in July 2023 as a Junior Wealth Management Administrator. This is Jo’s first role within the financial services industry, and she is studying towards her first qualification.

Jade Whitmore

Jade joined BRI in November 2023 also as a Junior Wealth Management Administrator. Jade is studying towards her Level 4 Diploma in Regulated Financial Planning.

Oliver Craig

Oliver (Oli) joined the team in October 2023 and supports the wider wealth management team. Oli has commenced his CII qualifications with plans to eventually become a financial planner.

Megan King

Megan, our newest recruit, joined us in April this year. Megan’s role is also Junior Wealth Administrator, and she joins us with previous administration experience.