BRI Wealth

Independently owned regional wealth management. Helping you achieve your short, medium and long-term financial goals.

[BRI Wealth @BRIWealth]

Last week, we held our Quarterly Staff Meeting, where managers presented on the previous quarter and outlined exciting future projects and milestones. The session provided valuable insights into our progress and strategic direction, and is always a fantastic opportunity for the team to connect and reflect.

#BRIWealth #StaffMeeting #WealthManagement

[BRI Wealth @BRIWealth]

We’re delighted to congratulate Laura Ripley, Kate Howells and Vicki Skinner on being nominated for the Women in Financial Advice Awards 2026. These awards celebrate the achievements of women across the financial advice and wider financial services sector, and we’re incredibly proud to see their hard work, expertise and dedication recognised in this way. Congratulations to each of you!

#WIFA2026 #WomenInFinancialAdvice #FinancialServices #Recognition #Congratulations

[BRI Wealth @BRIWealth]

Thrilled to announce that we have been awarded 'Best Financial Advisers to Work For' four years in a row! 🏆

Thank you Professional Adviser ⭐

Well done to all our team for their continued hard work and customer service 👏

#BRIWealth #WealthManagement #PAAwards2026

PA Awards 2026: This year's winners revealed https://t.co/cOmRHaUqZM via @profadviser

[BRI Wealth @BRIWealth]

We are pleased to announce that BRI Wealth Management is now a member of the Herefordshire & Worcestershire Chamber of Commerce.

We look forward to connecting with other members and contributing to the region.

#BRIWealth #WealthManagement #FinancialPlanning

[BRI Wealth @BRIWealth]

One week to go until the @ProfessionalAdviser Awards 2026!

We're thrilled to be named finalists in two categories:
- Adviser Firm of the Year - Midlands
- Paraplanner of the Year

Thank you BRI team for all your hard work 👏👏👏
#PAAwards26 #BRIWealth #WealthManagement

[BRI Wealth @BRIWealth]

An excellent presentation from Nicala Carroll and John Phillips of the @JohnMorganGroup today. Within their presentation they highlighted some interesting facts and myths around health insurance, and the high-level of service they provide to clients.

#AdviserTraining #InsuranceBrokers #BRIWealth

[BRI Wealth @BRIWealth]

With the end of the 2025/26 tax year approaching, we advise our clients to take the time to ensure that they are utilising all available tax reliefs and allowances in order to benefit fully from them, or simply to minimise liabilities.

If in doubt, speak to an expert.

#WealthManagement #FinancialPlanning #BRIWealth

[BRI Wealth @BRIWealth]

Careful planning is now more important than ever as the cap on relief could significantly alter the long-term financial and estate planning strategies for business owners, farmers, and their families.

While the increased threshold provides welcome headroom for most, there are some key planning considerations.

Read our full article here https://t.co/c1HYkyBJbT

If you would like to speak to a qualified Financial Planner, please give us a call on 01676523550 or email us at [email protected]

#BusinessRelief #BusinessOwners #AgriculturalRelief #BRIWealth

[BRI Wealth @BRIWealth]

The trees are up in the office and we are feeling very festive here at BRI Wealth Management. Only nine more sleeps🎅

[BRI Wealth @BRIWealth]

A fantastic evening at Party on the Piste @thenec A great way to round off the year! 🥂 #BRIWealth

[BRI Wealth @BRIWealth]

Congratulations to Marlena Eltringham for being shortlisted for Paraplanner of the Year 2026🏆

The Professional Adviser Awards celebrates success for advisers and providers in all corners of the UK. Read more here 👇

PA Awards 2026: Adviser category shortlists revealed! https://t.co/61Ywg6D5d4 via @profadviser

#PAAwards26 #Paraplanner #FinancialPlanning

[BRI Wealth @BRIWealth]

A lovely quote from one of our clients in our recent survey:
"Thank you, sincerely, to David Craig, Kate Howells & Nirjeet Lyall."

Providing outstanding service and real value is at the heart of what we do, and it’s always rewarding to hear this recognised by our clients.

#BRIWealth #TeamBRI #FinancialPlanning

[BRI Wealth @BRIWealth]

A lovely quote from one of our clients in our recent survey:
"Thank you, sincerely, to @David Craig, @Kate Howells & @Nirjeet Lyall."
Providing outstanding service and real value is at the heart of what we do, and it’s always rewarding to hear this recognised by our clients.
#BRIWealth #TeamBRI #FinancialPlanning

[BRI Wealth @BRIWealth]

Meet Laura Ripley, one of our trusted Chartered Financial Planners here at BRI Wealth Management.

Laura joined our Financial Planning team in 2023 and brings over 15 years of experience in pensions, investments, tax, and lifetime financial planning.

As a Certified Financial Planner (the global gold standard for financial planning) and Chartered Fellow of the Personal Finance Society, Laura is passionate about helping clients plan with clarity and confidence.

Her approach combines technical expertise with genuine understanding, because, as Laura says:
“Being a financial planner is about more than numbers; it’s about understanding each client’s unique goals, guiding them through financial decisions, and helping them build a future they feel confident in.”

#BRIWealth #WeAreBRI #MeetTheTeam

[BRI Wealth @BRIWealth]

The BRI team put in a strong performance at Friday's Business Fives Ltd Charity Football Tournament. While we didn’t take home the trophy this time, it was all about teamwork, connections, and raising money for our chosen charity, The Myton Hospices.

Well done to the team: Dean Smith ACCA, Nicholas Sinclair-Wilson, Lewis Grant-Smith, Thomas Forrester APFS, Oliver Craig, Ross Smith, and Jasper Tetlow.

#BRIWealth #Biz5s #TeamBR

[BRI Wealth @BRIWealth]

This month we celebrate David Craig’s 10-year anniversary with BRI 🎉 David joined us in October 2015 as Head of the Intermediary Division and Chartered Wealth Manager. With a career in financial services dating back to 1988, including senior roles at Albert E Sharp and Deutsche Bank, David has brought a wealth of knowledge and experience to our team.
As a Chartered Fellow of the Chartered Institute for Securities and Investments (CISI), David continues to provide exceptional guidance to his clients.
Congratulations, David, on this milestone!

#BRIWealth #TeamBRI

[BRI Wealth @BRIWealth]

Thank you to Jasper Tetlow, Andrew Gillett, Ross Smith, Marlena Eltringham, and Tom Forrester for volunteering with @letsfeedbrum yesterday morning. This charity provides food, essential supplies, and a friendly face to those experiencing homelessness in Birmingham.

It was a humbling reminder of the importance of community and the impact small acts of kindness can have. We’re proud to play a part in the brilliant work Let’s Feed Brum is doing every day.

#BRIWealth #TeamBRI #Birmingham

[BRI Wealth @BRIWealth]

We’re proud to sponsor the 2024/25 Heart of England Community Foundation Yearbook, celebrating the inspiring work that continues to change lives across the West Midlands and Warwickshire.

This year also marks a special connection for BRI, as our CEO, Dan Boardman-Weston, joins the Foundation as a Trustee.

Dan’s appointment reflects our shared commitment to supporting meaningful causes and helping local communities thrive.

You can read the full Yearbook here:
https://t.co/eYnZMjsujf

#changingliveslocally #community #proudsponsors

[BRI Wealth @BRIWealth]

We had a great time at our Business Owner Breakfast last week, hosted by Vince Hopkins and Andy Gillett. Thank you to everyone who joined us, it was a pleasure to connect, share ideas, and discuss the opportunities and challenges facing business owners today.
If you’d like to attend our next event, please get in touch: Vince Hopkins, [email protected]

#BRIWealth #BusinessOwnerBreakfast

[BRI Wealth @BRIWealth]

Today is World Mental Health Day. Mental health is just as important as physical health, and support in the workplace can make a real difference. At BRI, we’re proud to have trained Mental Health First Aiders on our team, providing a safe, supportive space for colleagues when they need it most. Thank you, Michelle Harrison, Melissa Henderson, Laura Swainston, Tom Forrester and Sammy Nixon, for being our Mental Health First Aiders.
Let’s continue to raise awareness, reduce stigma, and prioritise wellbeing together.
Learn more about World Mental Health Day: https://t.co/0uhRhfrmxG
#WorldMentalHealthDay #BRIWealth #WMHD