BRI Wealth Management plc - Coventry

Richard W.

Andy at BRI has helped me with portfolio management for several years and produced meaningful reports on progress. Recently I was trying to move home and the property I wanted to purchase was slipping from my fingers. With his insight of my situation and knowledge of my finances he was quickly able to suggest a method by which I might secure the property I wanted and keep options open for ISA investments.. This was done alongside a view for future investment. The situation was modelled, explained and affected very well. I couldn't have done it alone. Thank you Andy. Thank you BRI.

Phil M.

We have been involved with BRI since approximately 2016 working with Andy Gillett primarily, and have welcomed his advice and support during these past 5+ years to grow our investment portfolio.
His professionalism has always been assured, and his guidance and direction during preparations for our retirement has been invaluable.
During a recent review of our portfolio, he introduced us to another member of his team, who was equally knowledgeable of financial affairs, and slotted into the discussions perfectly.
We look forward to continuing support from Andy and his team for many years to come…..

Caroline L.

BRI Wealth Management have looked after my finances now for 20 years. They are highly efficient, professional and friendly. Their results are excellent. Kate Howells is currently my advisor and I cannot speak highly enough of her.

Steve R.

My parents have been clients of BRI for many years and have always been very happy with the advice and returns received from their investments.
Following the death of my father in 2020, I have supported my mother in all financial matters.
I have found BRI, and particularly Emma Buckley, to be very professional, approachable, friendly and extremely knowledgeable in all aspects of my mother's investments.

John R.

My wife Dr Catherine Ray and I have benefitted from the services of BRI and Mrs Emma Buckley since 2015, and have felt that our investments are well placed. We do not wish to spend our time following the detailed rise and fall of different investments and have noted that BRI invests well on our behalf. We have in fact enjoyed the services and advice of Emma since about 2008, before she had joined BRI. She has become almost a friend, meeting now on zoom though previously in person.

BRI is not too big to be interested in clients of modest wealth.

We unreservedly recommend both Emma and BRI to those wanting to get on with life while feeling that their moneys are secure against possible need, such as full time care for one of both of us.

John Ray (Revd., OBE)

Gavin W.

Kate Howells has been my wealth manager for over a year and during this time Kate has shown nothing but professionalism and care towards myself and my financial portfolio. I would certainly recommend BRI to anyone who is in need of financial advice/guidance.

Jenny D.

Happily living an early retirement with their help. We feel confident that we’ve made the best long term choices with Laura’s advice.

Rob H.

Great company to have managing my assets . I have a real confidence that they understand the markets as well as anyone and appear to make the right decisions when it counts. I have known my account manager for many years and absolutely trust his knowledge and advice.