BRI Wealth Management (BRI) has brought its total client funds managed to a “record high” of about £800m with its purchase of West Midlands Wealth Management (WMWM).
BRI this morning (17 March) confirmed that it has completed its acquisition of Coventry-based WMWM, adding about £50m in client assets across 80 households. Financial advice business WMWM was founded in 2015 by Chartered financial planner Ian Gough, who has worked in financial services since 1987. "Today marks an important milestone for both WMWM and our clients," Gough said. "I am proud to have guided the firm to this stage, and it has been a pleasure getting to know Dan [Boardman-Weston, BRI CEO] and his wider team. "BRI's client-centric culture, strong team and tailored advice o...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes
