BRI Group

Business Details

50+ Years

experience

Expert Financial Planning & Wealth Management Services

At BRI Group, we have been delivering high-quality, personalised wealth management services since 1968. Our mission is to provide financial advice grounded in knowledge, service, and trust, ensuring peace of mind for our clients. As an independently owned firm, we prioritise long-term relationships, serving clients across the UK with a holistic approach that places their goals at the centre of every decision. Our restricted advice model leverages in-house discretionary investment services where appropriate, ensuring tailored solutions aligned with individual needs.

With over 55 years of experience and a team of 40+ professionals, we maintain rigorous compliance standards, conducting thorough reviews to guarantee consistency and quality in all financial planning recommendations. Our values drive our commitment to excellence, focusing not on size but on being the most reliable partner for every stage of our clients' financial journeys.

Services

Financial Planning Investment Management Retirement Planning Inheritance Tax Planning Business Protection Trust Management Divorce Resolution School Fee Planning Later Life Planning Pension Planning

Details

Year established: 1968

Highlights and features

We offer over 55 years of experience in personalised wealth management.
Our compliance team ensures consistent, high-quality financial advice.
We prioritise long-term client relationships over corporate growth.
Our in-house investment team provides tailored portfolio management services.
We collaborate with solicitors, accountants, and IFAs for holistic solutions.

Associations and certifications

Financial Conduct Authority

What people say

Confident about financial future Best interests at heart Right financial decisions Pass on wealth with ease

Website

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Services

Financial Planning

We create tailored financial strategies aligned with your life goals, from retirement preparation to school fee planning. Our holistic approach considers your current circumstances and future aspirations, ensuring long-term stability and growth through evidence-based investment decisions.

Investment Management

Our in-house team provides discretionary and advisory portfolio management services, optimising asset allocation to match your risk profile and objectives. We combine market expertise with rigorous compliance checks to deliver consistent performance across changing economic conditions.

Retirement Planning

We assess your retirement readiness using advanced forecasting tools, ensuring sustainable income throughout your later years. Our strategies address pension consolidation, tax efficiency, and lifestyle maintenance while adapting to evolving personal and regulatory circumstances.

Inheritance Tax Planning

We develop tax-efficient wealth transfer strategies, including trust structures and gifting solutions. Our approach balances immediate family needs with long-term legacy goals, ensuring compliance with current inheritance tax regulations and minimising liabilities.

Business Protection

We help business owners safeguard company assets and implement succession strategies. Our services include key person insurance, share purchase arrangements, and exit planning to protect both business interests and personal financial security.

Questions

What financial planning services do you offer?

We provide comprehensive services including retirement planning, inheritance tax strategies, investment management, and business protection tailored to individual circumstances.

How do you work with other professionals?

We collaborate with solicitors, accountants, and mortgage brokers to deliver integrated solutions, ensuring all aspects of your financial affairs are coordinated effectively.

What investment approach do you use?

Our in-house team employs discretionary portfolio management with rigorous compliance checks, focusing on long-term growth aligned with your risk tolerance and objectives.

Do you serve clients outside Meriden?

Yes, while based near Meriden, we work with clients across the UK through regular communication and digital tools.

How is advice quality ensured?

All recommendations undergo compliance team review to maintain consistency, regulatory adherence, and client-focused outcomes.

Reviews (4)

Write a Review

Steve Rogers

Jan 12, 2022 Report

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.

Gavin Williams

Dec 20, 2021 Report

Positive:Professionalism
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.

John Ray

Nov 13, 2021 Report

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

S. Pat-Son

Aug 25, 2021 Report

Positive:Professionalism,Quality,Responsiveness,Value
Highly recommended. Professional, friendly, responsive and good returns.