Welcome Mark Davis

We’re delighted to announce that Mark Davis joined the BRI team in January this year.

Mark is a highly experienced financial planner with over 30 years of experience in the industry. Mark ran his own successful business for a number of years and decided to join the team at BRI to focus on providing financial advice to his clients. He has a wealth of experience in investments, pensions and lifestyle planning and has already become a valued member of the BRI team.

Mark embodies our core values of Knowledge, Service and Trust; and we’ve already seen his strong commitment and contribution to providing his clients with a high-quality financial planning service.

Despite the significant market turmoil that we have witnessed during 2022 and 2023, we are committed to expanding and investing in our team so that we can continue to help clients achieve their long-term goals. We were delighted to be recognised in 2022 as the Professional Adviser Firm of the Year – Midlands and East Anglia; and our focus remains on being the best wealth management firm, rather than the biggest.