Coventry-based wealth manager BRI Wealth Management (BRI) has completed its acquisition of FutureFocus Advisory.
The purchase of the Gloucestershire-based financial advice firm brings approximately £40m in client assets under management to BRI. FutureFocus Advisory was founded in 1999 by Colin Donlon and provides personalised financial advice across pensions, retirement planning, investments and life assurance. "I have had the pleasure of getting to know Colin well over the past few months. I have great admiration for the value and service that he's provided to his clients over the years," said BRI CEO Dan Boardman-Weston. "This acquisition underlines our commitment to offering a client-first al...
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