BRI Wealth Management plc - Coventry

Address: Elm Court, Meriden business park, BRI House, Meriden CV5 9RL, United Kingdom.
Phone: 1676523550.
Website: brigroup.co.uk
Specialties: Financial planner, Investment service.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, On-site parking.
Opinions: This company has 10 reviews on Google My Business.
Average opinion: 4.9/5.

📌 Location of BRI Wealth Management plc

☎️1676523550

⏰ Open Hours of BRI Wealth Management plc

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–5 PM
Saturday: Closed
Sunday: Closed

BRI Wealth Management plc - A Comprehensive Overview

Established in the heart of the United Kingdom, BRI Wealth Management plc has become a prominent figure in the financial planning and investment services industry. Situated in Elm Court, Meriden Business Park, BRI House, Meriden CV5 9RL, the company offers a comprehensive range of services designed to cater to the diverse needs of its clients. With a dedicated team of professionals and a strong commitment to excellence, BRI Wealth Management plc has earned a stellar reputation for its outstanding services.

Address and Contact Information

Elm Court, Meriden Business Park, BRI House, Meriden CV5 9RL, United Kingdom

Phone: 01676 523 550

Website: brigroup.co.uk

Specialties and Services

Financial planner: BRI Wealth Management plc provides personalized financial planning services to help clients achieve their long-term goals.
Investment service: The company offers a wide array of investment solutions, tailored to suit individual client requirements and risk profiles.

Key Features and Facilities

Wheelchair accessible entrance: BRI Wealth Management plc ensures easy and convenient access for all clients.
Wheelchair accessible parking lot: Ample parking space is available for clients with mobility issues.
Wheelchair accessible restroom: The office facility features a wheelchair-friendly restroom, promoting accessibility and comfort.
Restroom: A clean and well-maintained restroom is available for clients and staff.
On-site parking: Secure and convenient parking is provided for clients visiting the office.

Client Reviews and Testimonials

BRI Wealth Management plc has garnered a remarkable 10 reviews on Google My Business, with an impressive average rating of 4.9/5 stars. One satisfied client shared their experience:

"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 into 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."

These glowing reviews and high ratings reflect the company's dedication to providing exceptional service and achieving positive outcomes for its clients.

Final Recommendation

For individuals seeking expert financial planning and investment services, BRI Wealth Management plc stands out as a trusted and reliable choice. With a strong track record of success, a commitment to accessibility, and a team of knowledgeable professionals, BRI Wealth Management plc is well-equipped to guide clients towards achieving their financial goals. We highly recommend visiting their website at brigroup.co.uk to learn more about their services and how they can assist you in securing your financial future. Don't hesitate to contact them today to take the first step towards a brighter financial tomorrow

👍 Reviews of BRI Wealth Management plc

Richard W.

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.

Phil M.

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 L.

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.

Steve R.

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.

John R.

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 W.

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.

Jenny D.

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.

Rob H.

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.