BRI Wealth Management is delighted to announce that is has recently joined the Herefordshire & Worcestershire Chamber.
BRI Wealth Management is an award-winning, independently owned firm, delivering high-quality, personalised wealth management services since 1968.
We are based in Meriden in the West Midlands; however, our team look after clients across the country, with a considerable proportion of advisors and clients based in Worcestershire. By joining the Chamber, we hope to connect with other professional firms and business owners in the area.
We aim to build close relationships with our clients so that we can fully understand their needs and meet their short, medium, and longer-term goals. We also collaborate with other professional advisors, to ensure that our clients receive a coherent and joined up approach to their planning.
In terms of services for business owners, we can provide; pension advice, advise on tax-efficient income, financial protection, retirement planning, and help plan for business sale proceeds.
Vince Hopkins, Director said ‘We are pleased to be joining the Chamber as a strategic partner to support local businesses and increase our reach. As with other members, we are looking to grow our business, and I believe the Chamber will help us do this.” Vince is a former chair of Worcestershire Ambassadors and remains on the Board, he also chairs Worcestershire’s Wooden Spoon charity.
BRI hosts regular Business owner Breakfasts in Worcester where attendees can discuss financial matters with one of our Chartered Planners. If you are interested in attending, please contact Vince below.
Email: [email protected]
Telephone: 01676 523 550
Website: https://brigroup.co.uk