Service TypesDiscretionary ServicesAdvisory Portfolio ManagementComprehensive Financial Planning
Investment TypesISAsSelf-Invested Personal Pension
Firm OverviewBRI 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.
• Discretionary Investment Management
• Advisory Investment Management
• Inheritance Tax Planning
• Tax Relieved Investments
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.