BRI Wealth Management
Finance · United Kingdom · 11-50 Employees
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Overview
Headquarters
Bri House Elm Ct, Coventry, West Midland...Phone Number
+44 1676523550Website
www.brigroup.co.ukRevenue
$6.7 MillionIndustry
ZI Rank: 2
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About BRI Wealth Management
BRI Wealth Management is an independent wealth management firm that specializes in personalized financial planning, investment advice, and retirement solutions aimed at helping clients achieve their financial aspirations. The firm caters to a diverse clientele, including individuals, business owners, charities, and professionals such as solicitors and accountants. With a focus on building long-term relationships, BRI has been providing high-quality services since 1968, managing over £600 million in client assets. Their comprehensive offerings include estate planning, retirement strategies, and corporate investment planning, ensuring peace of mind and tailored solutions for every client's needs.Explore more
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BRI Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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BRI Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about BRI Wealth Management.
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BRI Wealth Management News & Media
BRI Wealth Management appoints CEO's son as successor - Professional Adviser
BRI Wealth Management has appointed Dan Boardman-Weston as chief executive officer, effective 1 April 2022.
Read more news
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BRI Wealth Management is an independent wealth management firm that specializes in personalized financial planning, investment advice, and retirement solutions aimed at helping clients achieve their financial aspirations. The firm caters to a diverse clientele, including individuals, business owners, charities, and professionals such as solicitors... Read More
