Business Details
50+ Years
experience
Expert Financial Planning & Wealth Management Services
At BRI Group, we have been delivering high-quality, personalised wealth management services since 1968. Our mission is to provide financial advice grounded in our values of knowledge, service, and trust, giving clients peace of mind and helping them meet their goals. As an independently owned firm, we build long-term relationships with clients across the UK, prioritising their needs over growth. Our holistic approach places clients at the centre of the process, understanding their personal goals and financial circumstances before implementing tailored plans.We offer restricted advice, combining in-house investment expertise with market-wide solutions to suit individual needs. Our compliance team rigorously checks all financial planning advice reports to ensure consistency and quality. With over 55 years of experience and 40+ employees, we maintain a client-focused approach, limiting adviser caseloads to ensure exceptional communication and service. Our corporate values of knowledge, service, and trust underpin every decision we make.
Services
Wealth Management
Financial Planning
Investment Management
Retirement Planning
Inheritance Tax Planning
Business Protection
Trust Management
Pension Planning
Corporate Investment Planning
Details
- Year established: 1968
Highlights and features
- We have over 55 years of experience in wealth management.
- Our team provides personalised financial solutions aligned with client goals.
- We are regulated by the Financial Conduct Authority for compliance and trust.
- All advice reports undergo rigorous compliance checks for quality assurance.
- We serve clients nationwide with a client-focused, holistic approach.
Associations and certifications
- Financial Conduct Authority
What people say
Confidence in financial future
Tailored solutions for charities
Expertise in inheritance tax planning
Exceptional client communication
Long-term trusted relationships
Services
Wealth Management
We provide comprehensive wealth management services tailored to individual goals, combining investment expertise with strategic financial planning. Our approach ensures clients maintain their lifestyle throughout retirement while addressing inheritance tax and intergenerational wealth transfer. With over 55 years of experience, we deliver compliance-checked advice to safeguard and grow client assets.
Retirement Planning
Our retirement planning services use forecasting technology and investment expertise to ensure financial security in later life. We help clients determine if they have sufficient funds for retirement, address care cost funding, and create sustainable income streams. Personalised plans consider both near-term priorities and long-term objectives for a secure future.
Inheritance Tax Planning
We specialise in addressing inheritance tax through strategic planning, ensuring wealth is passed to beneficiaries efficiently. Our services include gifting strategies, trust management, and legacy planning to minimise tax liabilities while maintaining financial stability. Tailored solutions align with client values and family needs across generations.
Corporate Investment Planning
For business owners, we offer corporate investment planning to optimise company finances and protect assets. Services include pension planning, business exit strategies, and protection solutions that allow owners to focus on growth while securing their financial future and that of their company.
Trust Management
We provide trust management services for charities and trusts, aligning investment portfolios with organisational objectives. Our tailored solutions maximise impact and ensure long-term sustainability through strategic asset management and compliance with regulatory requirements for charitable entities.
Questions
What services does BRI Wealth Management offer?
We offer wealth management, financial planning, retirement planning, inheritance tax strategies, corporate investment planning, trust management, and pension planning services tailored to individual and business needs.
How does BRI Wealth Management approach client relationships?
We take a holistic, client-centred approach with long-term relationships, limiting adviser caseloads to ensure personalised service and compliance-checked advice for every client.
Are BRI Wealth Management's services available nationwide?
Yes, while based near Meriden, we provide financial planning and wealth management services to clients across the United Kingdom.
How is BRI Wealth Management regulated?
We are authorised and regulated by the Financial Conduct Authority, with all advice reports undergoing compliance checks to ensure quality and regulatory adherence.
What experience does BRI Wealth Management have?
With over 55 years of experience since 1968 and 40+ employees, our team delivers expertise in financial planning, investment management, and tailored wealth solutions.
