Herefordshire & Worcestershire Chamber members, BRI Wealth Management have completed on a further acquisition, this time in Worcestershire. The wealth management firm has acquired Bransford Financial Planning based in the St Johns area of Worcester. Mark Davis who owned the business has now joined BRI as a Senior Financial Planner.
“I am delighted to be able to join BRI both from a personal perspective and as an ideal home for my clients who will transfer to BRI. I look forward to working closely with the team, particularly in growing our business in the Hereford & Worcestershire area where I have lived for many years.”
BRI Wealth Management recently won the prestigious Adviser Firm of the Year – Midlands and East Anglia, Professional Adviser award in 2022 and are pleased to announce that they have been shortlisted for the same award this year.