Company intelligence
BRI Wealth Management plc
Independently owned regional wealth management. Helping you achieve your short, medium and long-term financial goals.
About BRI Wealth Management plc
BRI Wealth Management plc is an independently owned UK company specialising in investment management and financial planning services. With over 55 years of experience, we provide discretionary and advisory portfolio management for a range of clients. Our mission is to provide each of our clients with high quality financial management in a professional, personal and friendly manner. Our values are: Knowledge. Service. Trust
Verified activity
Signals from BRI Wealth Management plc
3 published signals
People
BRI Wealth Management plc CEO Dan Boardman-Weston has been appointed to the PIMFA Board of Directors
Reported by BRI Wealth Management plc
People
BRI Wealth Management plc employee Dan Boardman-Weston joined the Board of PIMFA as a Non-Executive Director.
Reported by Dan Boardman-Weston, MBA, Chartered FCSI, IMC
Presence & Recognition
BRI Wealth Management plc featured in the Investors' Chronicle Portfolio Clinic for the sixth time this year.
Reported by Dan Boardman-Weston, MBA, Chartered FCSI, IMC