We’re delighted to share that BRI Wealth Management plc has been named as one of FT Adviser's Top 100 Financial Advisers 2026 for the second year running. This recognition reflects the hard work, expertise and dedication of our entire team, who strive every day to deliver high-quality financial planning and investment management to our clients. Congratulations to our wonderful team on this fantastic achievement 👏 #FTAdviserTop100 #FinancialPlanning #WealthManagement #TeamBRI ftadviser.com/content/e2c103…

"Helpful, supportive, professional, approachable, and in safe hands." These are just some of the words our new clients have used to describe their onboarding experience with BRI Wealth Management. We know that starting a financial planning journey can feel daunting, which is why we're committed to making the process as clear, friendly, and reassuring as possible from the very first conversation. A big thank you to our clients for their valuable feedback. #ClientExperience #FinancialPlanning #CustomerFeedback #BRIWealth

Money touches almost every aspect of our lives, yet it's surprisingly easy to put financial planning on the "I'll do it later" list. This Financial Awareness Day, take a moment to check in on your financial wellbeing: - Are you making the most of your savings and investments? - Do you know if you're on track for retirement? - Have your personal circumstances changed since you last reviewed your plans? - Do you have a clear plan for achieving your financial goals? Small actions taken today can make a significant difference tomorrow. Whether that's reviewing your pension, updating your protection arrangements, building your savings, or seeking professional advice, the best time to start is now. At BRI Wealth Management, we're passionate about helping individuals, families and business owners make informed financial decisions.

For many years, pensions have been one of the most tax-efficient assets to pass on to future generations. However, from 6 April 2027, most unused pension funds and death benefits will be included within an individual’s estate for inheritance tax (IHT) purposes. This represents one of the most significant estate planning changes in recent years. If you are unsure how the new rules could affect your pensions or wider estate planning, please give us a call or send us an email. brigroup.co.uk/news-article/… #IHT #Pension #FinancialPlanning

Cash ISA Changes Are Coming in April 2027 – Are You Prepared? For those under the age of 65, the amount that can be contributed to a Cash ISA each tax year will reduce from £20,000 to £12,000, while the overall ISA allowance remains at £20,000. Those aged 65 and over will continue to have access to the full £20,000 Cash ISA allowance. These changes may prompt many investors to reconsider how they use their ISA allowance, particularly if they regularly save more than £12,000 into Cash ISAs each year. At BRI Wealth Management, we believe that major changes like these present an opportunity to review your financial plan and ensure your savings and investments remain aligned with your goals, timescale, and attitude to risk. brigroup.co.uk/news-article/… #ISA #CashISA #FinancialPlanning

BRI Wealth Management is a proud sponsor of the Hanbury Countryside Show this year. The show takes place this Saturday 4th July in Worcestershire, and it's a great day out for all the family! If you plan on attending, please stop by our marquee, where our lovely team will welcome you. Our marquee is located on Stand 107, Block L, opposite the Main Arena. Come and say 'hi' 👋 #Sponsor #WealthManagement #WeAreBRI

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

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

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 professionaladviser.com/4527… via @profadviser

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

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

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

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

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 lnkd.in/emGxSxXy 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

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

A fantastic evening at Party on the Piste @thenec A great way to round off the year! 🥂 #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! professionaladviser.com/4521… via @profadviser #PAAwards26 #Paraplanner #FinancialPlanning

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

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

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