Take our financial health quiz today

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.

Read More

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.

Read More

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.

    Take our financial health quiz today

    Answer just 18 questions to receive your financial health score
    with some useful hints and tips for achieving your financial goals.

    Take the quiz now