Business Details
50+ Years
experience
Your Trusted Partner for Financial Adviser Solutions
At BRI Group, we have been delivering high-quality, personalised wealth management services since 1968. Our mission is to provide financial advice grounded in knowledge, service, and trust, ensuring peace of mind for our clients. As an independently owned firm, we prioritise building long-term relationships that span generations, serving clients across the United Kingdom from our base near Meriden. Our holistic approach places clients at the centre of the process, aligning financial strategies with personal goals and circumstances. We offer restricted advice, leveraging our in-house discretionary investment services when appropriate, while maintaining rigorous compliance checks to ensure consistency and quality.Our advisers limit client numbers to maintain exceptional communication and service standards, reflecting our commitment to excellence over size. With over 55 years of experience and a team of 40+ professionals, we specialise in wealth management, retirement planning, inheritance tax mitigation, and business financial solutions, serving individuals, charities, and corporate clients.
Services
Wealth Management
Retirement Planning
Inheritance Tax Mitigation
Business Financial Solutions
Charity Investments
Trust Management
Later Life Planning
Divorce Resolution
School Fees Planning
Care Funding
Details
- Year established: 1968
Highlights and features
- We offer over 55 years of experience in wealth management and financial planning.
- Our team provides personalised advice tailored to individual client needs and goals.
- All financial planning reports undergo rigorous compliance checks for quality assurance.
- We combine in-house investment expertise with access to wider market solutions when appropriate.
- Our advisers limit client numbers to ensure exceptional communication and service standards.
Associations and certifications
- Financial Conduct Authority
What people say
Confident about financial future
Best interests at heart
Right financial decisions
Pass on wealth easily
Peace of mind
Services
Wealth Management
Our wealth management services focus on growing and preserving client assets through tailored investment strategies. We combine market expertise with personal financial goals to create long-term solutions. With over 55 years of experience, we ensure portfolios align with individual risk profiles and life objectives.
Retirement Planning
We help clients achieve financial security in retirement using advanced forecasting technology and investment expertise. Our approach ensures lifestyle sustainability throughout retirement while addressing tax efficiency and income requirements. Services include pension consolidation and drawdown planning.
Inheritance Tax Mitigation
Our specialists develop strategies to minimise inheritance tax liabilities while preserving family wealth. We address gifting, trust structures, and business succession planning to ensure smooth wealth transfer across generations while maintaining compliance with current tax regulations.
Business Financial Solutions
We provide tailored financial strategies for business owners, covering investment planning, protection, and exit strategies. Our services help entrepreneurs manage company finances effectively, ensuring business continuity and personal financial security aligned with corporate objectives.
Charity Investments
Our charity investment services focus on maximising long-term sustainability while aligning portfolios with organisational objectives. We provide tailored solutions for trusts and charitable institutions, balancing growth potential with ethical considerations and regulatory compliance.
Questions
What areas do you cover?
We serve clients across the United Kingdom from our base near Meriden, Warwickshire.
How long have you been in business?
We have been providing wealth management services since 1968, with over 55 years' experience.
What makes you different from other firms?
As an independently owned firm, we prioritise client relationships over size and maintain rigorous compliance standards.
How do you charge for your services?
Our fee structure is transparent and tailored to individual service requirements – please contact us for details.
Do you work with other professionals?
Yes, we collaborate with solicitors, accountants, and mortgage brokers to provide comprehensive financial solutions.
