Providing peace of mind by securing your financial future.
Starting your
financial journey
We can help establish the foundation of your wealth by agreeing longer-term objectives whilst keeping an eye on the near-term priorities, be it buying a house or funding school fees.
To and through retirement
Do I have enough to retire? That is a common question asked by our clients. Using our forecasting technology, quantitative process, and investment expertise, we aim to ensure that your lifestyle can be maintained throughout retirement.
Later life
planning
Secure your financial future with our expert guidance on later life planning. Addressing inheritance tax, planning for care fees, and gifting wealth are all areas we can help you with.
About us
At BRI Wealth Management, we’ve been delivering high-quality, personalised wealth management services since 1968. Our mission is simple: to provide financial advice, grounded in our values of knowledge, service, and trust, that gives you peace of mind and helps you meet your goals.
We are an independently owned firm which enables us to build long-term relationships with our clients, lasting decades and spanning generations. We are based just outside of Meriden, in the heart of the English countryside, but our team looks after clients across the country. We have no interest in being the biggest firm, but we have every intention of being the best partner for you at each and every stage of your life.
4.9/5 rating
on Google
42+
employees
Operating for
over 57 years
Manage over
£800m
Who else do we help?
Charities & Trusts
Our advisors will ensure that your investment portfolio is aligned with your charity or trust’s objectives. We provide tailored solutions to maximise your impact and ensure the long-term sustainability of your initiatives.
Professionals
We work alongside solicitors, accountants, mortgage brokers and Independent Financial Advisors to provide the highest level of service to their clients. From investment portfolios to divorce resolution, and everything in between.
Business Owners
We understand that time is a valuable resource for business owners. We can help manage your and your company’s finances more effectively so you can focus on the business at hand.
Client stories
Helen & David
Client stories
Glenn
Client stories
Greg
Client stories
John
Press releases
