Dan was appointed CEO of BRI, an independently owned wealth management firm based in the Midlands, in 2022. Dan joined BRI in 2011 and progressed through a number of investment management roles before becoming Chief Investment Officer in 2019. Dan is a Chartered Fellow of the Chartered Institute for Securities & Investment and holds an MBA from Warwick Business School.
Dan has been recognised as a PAM NextGen Leader, named in Citywire’s Top 30 Under 30 and also awarded the Institute of Directors’ West Midlands, Young Director of the Year. Outside BRI, Dan is a Trustee of the Heart of England Community Foundation and Chairman of a charitable trust
Liz Field, Chief Executive of PIMFA, commented: “I am delighted that Dan Boardman-Weston has joined the PIMFA Board. His experience and perspective as a leader of a growing regional wealth management firm which he transformed from an investment management to financial planning led business. Dan has already made a valuable contribution to PIMFA’s advocacy work through his involvement in our working groups and key stakeholder meetings. We look forward to benefiting from his insight and experience as we continue to represent and support our members across the industry.”
Dan Boardman-Weston, Chief Executive of BRI Wealth Management, said: “PIMFA plays a vital role in positioning the views of members with the Regulator, Government and key stakeholders. PIMFAs’ collaborative and learning approach provides a valuable platform for sharing knowledge and good practices. I am pleased to be asked to join the PIMFA Board, and I look forward to representing the views of the sector and working with the Chair and fellow Board members.”
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NOTES TO EDITORS
About PIMFA
PIMFA (The Personal Investment Management & Financial Advice Association) is the trade association for firms that provide wealth management, investment services, and financial advice and planning to everyone from individuals and families to charities, pension funds, trusts and companies. The sector currently looks after £1.65 trillion in private savings and investments and employs over 63,000 people.
PIMFA represents both full and associate member firms. Full members provide a range of financial solutions, including wealth management, financial advice and planning, as well as investment and execution services. They assist everyone from individuals and families to charities, pension funds, trusts and companies. Associate members provide professional services to the PIMFA community.
PIMFA leads the debate on policy and regulatory recommendations to ensure that the UK remains a global centre of excellence in the wealth management, investment advice and financial planning arena. Our mission is to help create a UK culture of thriving financial health through constructive advocacy, fostering connections, and providing practical support.
PIMFA was established in 2017 as a result of the merger between the Association of Professional Financial Advisers (APFA) and the Wealth Management Association (WMA), which has a history as a trade association dating back to 1991.
Further information can be found at www.pimfa.co.uk.
Contact PIMFA
For more information on this press release, or other press matters, please contact:
Julia Randall-Edwards, Head of Communications, PIMFA, juliare@pimfa.co.uk / (+44) 7970 201456.