Company Tagline
Independently owned regional wealth management. Helping you achieve your short, medium and long-term financial goals.
Industry Category
Business Keywords
Company Description
BRI Wealth Management plc is a leading, independently owned UK company specializing in investment management and financial planning services. With a rich history spanning over 55 years, BRI Wealth Management plc delivers discretionary and advisory portfolio management tailored to a diverse range of clients. Their commitment is to provide high-quality financial management with a professional, personal, and friendly approach.
Located at BRI House, Elm Court, Meriden Business Park, Meriden, CV5 9RL, GB, BRI Wealth Management plc operates on core values of knowledge, service, and trust, ensuring that clients receive the best possible financial guidance. The firm’s expertise encompasses a broad spectrum of financial needs, positioning BRI Wealth Management plc as a trusted partner in achieving financial goals.
BRI Wealth Management plc’s mission is to continue providing exceptional financial management services, solidifying its reputation as a premier provider in the wealth management sector. We invite the management team at BRI Wealth Management plc to create a customized and exclusive company showcase and product listing on our platform to further highlight their offerings.
Key Personnel / Employees
Compare Companies Side by Side
Compare BRI Wealth Management plc with 3 companies in Financial-Services
| Comparison Field |
BRI Wealth Management plcMain Company |
SavvYView Profile |
Rai Wealth Managemen...View Profile |
GILL-MAC Partners, I...View Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 2016 | 2019 | 2007 |
|
Company Size
|
— | 11-50 | 2-10 | 2-10 |
|
City
|
Ruislip, England | Wimberley, TX | ||
|
Country
|
||||
|
Skills & Keywords
Comparing with main company
|
12 Total Skills
Wealth Management
Financial Planning
Investment Management
Portfolio Management
Financial Services
IHT planning
Pension Schemes
Financial Management
Protection
Discretionary & Advisory Portfolio Management
ISAs
Integrated Financial Planning
|
4 Total
4 Unique
Unique Skills:
Development Consulting
Export Consulting
Funding
Research & Planning
|
14 Total
14 Unique
Unique Skills:
Buy To Let Loans
Commercial Property Loans
EIS
General Insurance
ISA
Life Insurance
+8
|
9 Total
9 Unique
Unique Skills:
Acquisitions
Asset Management
Construction
Development
Executive Leadership
Executive Recruiting
+3
|
4
Total Companies2007
Oldest Founded0
Countries39
Unique SkillsSimilar Companies
Other organizations in the same industry
Finance Capital
Financial-ServicesReflection of you Business !!
Society of Quantitative Analysts (SQA)
Financial-Services55 years of dissemination and discussion of leading-edge ideas and innovations for quant investment...
Herenya Capital Advisors (Pty) Ltd
Financial-ServicesBuilt by real traders for real traders
Alternative Company Names
This company is also known as