BRI Wealth Management plc - Coventry

Address: Meriden business park, Copse Dr, Millisons Wood, Meriden, Coventry CV5 9RL, United Kingdom.
Phone: 1676523550.
Website: brigroup.co.uk.
Specialties: Financial planner, Investment company.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom.
Opinions: This company has 10 reviews on Google My Business.
Average opinion: 4.9/5.

Location of BRI Wealth Management plc

1676523550

BRI Wealth Management plc, located at Meriden business park, Copse Dr, Millisons Wood, Meriden, Coventry CV5 9RL, United Kingdom, is a renowned financial planner and investment company. With a phone number of 1676523550 and website of brigroup.co.uk, this company has established itself as a reliable and trustworthy partner for all your financial needs.

One of the key features of BRI Wealth Management plc is its commitment to accessibility. The location has a wheelchair accessible entrance, wheelchair accessible parking lot, and wheelchair accessible restroom, making it easy for everyone to visit and conduct business. Additionally, there is a restroom available for all visitors.

BRI Wealth Management plc has received 10 reviews on Google My Business, with an impressive average opinion of 4.9/5. This is a testament to the high level of service and expertise provided by the company.

If you are looking for a financial planner or investment company, BRI Wealth Management plc is an excellent choice. Their team of experienced professionals can help you navigate the complex world of finance and make informed decisions about your money. Whether you are planning for retirement, looking to invest in the stock market, or simply want to manage your finances more effectively, BRI Wealth Management plc has the knowledge and resources to help you achieve your goals.

Reviews of BRI Wealth Management plc

Richard Walter

5/5

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.

Steve Rogers

5/5

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.

Phil MK

5/5

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 Landey

4/5

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.

Jenny De'Ath

5/5

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

John Ray

5/5

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 Williams

5/5

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.

Rob Hensser

5/5

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.