Head Office

Address BRI HouseElm CourtMeriden Business ParkCV5 9RLMeriden

Service Types

Discretionary ServicesAdvisory Portfolio ManagementComprehensive Financial Planning

Investment Types

ISAsSelf-Invested Personal Pension


Firm Overview

BRI Wealth Management plc is a leading, independently owned, wealth management company. Established for over 50 years, BRI provides high quality Wealth Management solutions to Private Clients, Families, Trusts and Charities.

Services include:
• Discretionary Investment Management
• Advisory Investment Management
• ISAs
• Pensions
• Inheritance Tax Planning
• Tax Relieved Investments
• Divorce

Our aim is to be one of the UK’s most trusted and successful private client wealth managers and our core values are:
Knowledge. Service. Trust.

Branches

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BRI House Elm Court Meriden Business Park Meriden CV5 9RL