BRI Wealth Management PLC

: BRI House, Elm Court, Copse Drive, Coventry, West Midlands, CV5 9RL

: FCA Number: 122499

Website Image of BRI Wealth Management PLC

BRI Wealth Management PLC, regulated by the FCA under number 122499, is a reputable firm nestled in Coventry. With a primary focus on wealth management, they offer expert financial planning services including investments, life and pensions retirement advice across the West Midlands region. Conveniently located at BRI House, Elm Court, this approachable team is known for providing regulated advice tailored to individual needs. Their personalised wealth solutions aim to aid clients in securing their future, making them a reliable choice for first-time investors as well as seasoned ones. Visit them today in Coventry to experience their commitment to client-focused financial service.

Their team includes 13 financial advisers. Check FCA registration here.

BRI Wealth Management PLC are approved by the FCA to give advice on:

Note: Permissions displayed are inherited from the Principal Network. Explicit limits for this Appointed Representative are governed by private contract.

Directions to BRI Wealth Management PLC from the Motorway

From the M6, remain left to continue onto M42. Follow the signs indicating The South West/M5/London (South and West)/M40/Coventry (South and West)/Birmingham (South)/N.E.C/Airport.
Upon reaching junction 6, exit towards Coventry Road/A45. Proceed to take the A45 ramp in the direction of Coventry/Birmingham (East)/Airport. At the Bickenhill Interchange, select the first exit onto the A45 ramp towards Meriden/Leamington/A452/Middle Bickenhill.
Subsequently, merge onto Coventry Road/A45 and continue to follow A45. Take the exit that leads towards Fillongley/B4102/Maxstoke/Meriden. Make a right turn onto Maxstoke Lane.
At the roundabout, select the first exit that leads onto B4104. At the following roundabout, take the second exit onto Main Road/B4104.
Turn left onto Copse Drive, followed by a right turn. Then make a final left turn. Your destination will lie on your right side.

List of advisers under BRI Wealth Management PLC:

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Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.

Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.