BRI Wealth Management plc is independently owned, and has been established for over 45 years.
BRI provides Wealth Management solutions to private clients, families, trusts, and charities.
Combining Investment Management and Financial Planning, we are able to offer an extensive range of services to clients.
We specialise in creating bespoke portfolios tailored to your individual needs and requirements.
Our team of pension experts includes specialists in all areas of personal and corporate pension planning.
We can advise you on inheritance tax issues and the protection of your wealth for future generations.
We employ specialists in both personal and business-related protection, helping clients organise their affairs in the most tax efficient manner.
We have a comprehensive understanding of this complicated subject area, and work with clients and solicitors alike to put in place effective trust management arrangements.
We are able to advise you throughout the entire divorce process, and would encourage you to meet us at the earliest appropriate point to discuss how we might assist you.
BRI provides lifestyle planning for clients through a combination of innovative software systems and rigorously tested planning techniques.