BRI Wealth Management plc Revenue
Financial Services • 
Coventry, England, United Kingdom • 21-50 Employees
BRI Wealth Management plc revenue & valuation
| Annual revenue | $35,700,000 |
| Revenue per employee | $794,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $114,300,000 |
| Total funding | No funding |
Key Contacts at BRI Wealth Management plc
Dan Boardman-Weston
Chief Executive Officer
Vince Hopkins
Board Member / Director
Benedict Crabbe
Associate Director
Nicholas Sinclair-Wilson
Director Of Client Services
Lynne Rolinson
Pa To Commercial Director
Dean Wragg
Director
Christopher Mustin
Non Executive Director
Company overview
| Headquarters | BRI House, Elm Court, Meriden Business Park, Meriden, CV5 9RL, GB |
| Phone number | +441676523550 |
| Website | |
| NAICS | 52 |
| Keywords | Financial Management, Investment Management, Protection, Isas, Pension Schemes, Iht Planning, Integrated Financial Planning, Discretionary And Advisory Portfolio Management |
| Founded | 1968 |
| Employees | 21-50 |
| Socials |
BRI Wealth Management plc Email Formats
BRI Wealth Management plc uses 2 email formats. The most common is {first initial} (e.g., j@brigroup.co.uk), used 58.8% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@brigroup.co.uk | 58.8% |
{first name} | john@brigroup.co.uk | 41.2% |
About BRI Wealth Management plc
BRI Wealth Management plc is an independently owned UK company specialising in investment management and financial planning services. With over 55 years of experience, we provide discretionary and advisory portfolio management for a range of clients. Our mission is to provide each of our clients with high quality financial management in a professional, personal and friendly manner. Our values are: Knowledge. Service. Trust
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
BRI Wealth Management plc has 19 employees across 4 departments.
Departments
Number of employees
Funding Data
BRI Wealth Management plc has never raised funding before.
BRI Wealth Management plc Tech Stack
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United States
Germany
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