BRI Wealth Management plc Copse Drive, Millisons Wood, Meriden, Coventry CV5 9RL
About the Business
BRI Wealth Management plc is a premier financial institution located in the bustling city of Coventry, United Kingdom. Situated in the Meriden Business Park, this establishment is the perfect place to seek expert financial advice and investment solutions.
At BRI Wealth Management plc, we pride ourselves on our ability to help clients achieve their financial goals, whether it be through investments, retirement planning, or wealth management. Our team of experienced financial advisors and investment specialists are dedicated to providing tailored solutions that meet the unique needs and objectives of each of our clients.
As a leading point of interest in the financial industry, BRI Wealth Management plc offers a range of services that cater to individuals, families, and businesses alike. Our wealth management services are designed to provide sound financial advice and planning, ensuring that our clients achieve optimal returns on their investments.
Our retirement planning solutions are ideal for those seeking to secure their financial future, ensuring a comfortable retirement with steady income streams. Our extensive experience in investment management also means that we are able to provide expert advice on a range of investment products and strategies, from equities and bonds to mutual funds and real estate.
At BRI Wealth Management plc, we are committed to building strong relationships with our clients, providing exceptional service and support throughout the entire financial planning process. We understand that each client is unique, and we pride ourselves on our ability to offer customized solutions that reflect their individual needs and objectives.
Overall, BRI Wealth Management plc is a trusted and respected establishment in the world of finance, offering expert financial advice, investment solutions, and wealth management services to clients across Coventry and beyond.
Photos
Location & Phone number
Meriden business park, Copse Dr, Millisons Wood, Meriden, Coventry CV5 9RL, United Kingdom
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"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."
"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."
"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)"
"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."
"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….."
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