One-size-fits-all might work for some things… but not for your finances. 🔗 Learn more about becoming a BRI client: l8r.it/VmHX

Retirement isn’t a finish line, it’s a new beginning. Start planning for the later life you deserve: l8r.it/nk4x #RetirementPlanning #FinancialConfidence

Meet Nicholas Sinclair-Wilson, Director of Client Services and one of our Chartered Financial Planners here at BRI Wealth Management. Find out more about Nicholas over on our website: l8r.it/Vr1q #TeamBRI #FinancialPlanning #ClientServices

If you'd like to explore how this could benefit your business, feel free to get in touch. l8r.it/OOFi

At BRI, we believe that strong relationships are built on trust, clear communication, and a genuine care for your future. Discover how we can support your financial journey: brigroup.co.uk #BRIWealth #WealthManagement

That goal looks to have sealed top spot in the group for BRI Wealth boys... #coventry

Massive congratulations to our #coventry winners BRI Wealth 👏 🏆 Here are a few goals from their final against Navigate Commercial Finance Ltd. Which is your pick of the bunch? 🤔

Congrats to #BRIGroup our new Coventry business fives champions. They won £350 for The Myton Hospices

Today is Financial Awareness Day. A timely reminder that it’s never too early to start thinking about your financial future. Download our free guide for those starting their financial journey: l8r.it/8Chj #BRIWealth #FinancialAwarenessDay

We’re delighted to share that the BRI team won the Business Fives Coventry tournament earlier this week. Our winning team featured Dean Smith ACCA, Nicholas Sinclair-Wilson, Lewis Grant-Smith, Thomas Forrester, APFS, Oliver Craig, Ross Smith and Jasper Tetlow. With some standout

We’re proud to be sponsoring the Worcestershire Ambassadors Golf Day on the 19th September. It’s a great opportunity to combine sport, networking, and giving back to the Worcestershire community. Looking forward to a wonderful day on the course!

Wishing everyone a relaxing and enjoyable summer bank holiday! Please note we will be closed on Monday and back to help you from Tuesday. Enjoy the long weekend! #BRIWealth #BankHoliday

97.32% of our clients believe that working with us has helped, or will help, them achieve their financial goals. Discover how we can help you move towards your goals: brigroup.co.uk/starting-your-… #WealthManagement #FinancialPlanning

For this month’s Meet the Team, meet Vicki Skinner, one of our most experienced and trusted advisers. Vicki joined BRI Wealth Management in 2005 and has grown into a key member of our team. As a Chartered Financial Planner and Wealth Administration Manager, she combines extensive

From 17th-century shipping voyages to today’s sophisticated stock markets, the principles of successful investing have stood the test of time. The market will always rise and fall, but with the right plan, your investments can stay on course. Download our guide: The History of

We’re proud to share that 98.6% of our clients are very satisfied or satisfied with the overall service they receive from us. Our clients are at the heart of everything we do. This result reflects our commitment to building lasting relationships, delivering clear advice, and

Charity investments shouldn’t mean compromising on values. At BRI, we help charities and trustees align their investment strategies with their mission, balancing ethical priorities with long-term financial growth. From impact investing to income generation, our goal is to support

On Friday the 12th September, BRI Wealth Management will host a round table discussion with business owners, exploring: Key considerations from the 2024 Budget Pre-budget thoughts for 2025 These events provide a great forum for engaging discussions, financial planning insights,

We’re exhibiting at the Midlands Business Network Expo on 12th September at the National Conference Centre. Stop by our stand to chat with our team of advisors, connect and explore financial planning opportunities. #BRIWealth #MBNEXPO2025 #WealthManagement