BRI WEALTH MANAGEMENT - Key Persons
Alex joined BRI's internal IT team in January 2022. Previously Alex worked in the IT Managed Service Provider industry and has a vast amount of experience of different systems within multiple sectors. He is an advocate for the modern IT workplace with a focus on network security.
Job Titles:
- Wealth Management Administrator
Andrea joined BRI in 2014. She has over 30 years' secretarial and administrative experience covering a variety of business sectors and provides support to the Wealth Management Team.
Job Titles:
- Head of Wealth Management Advice
Andrew joined BRI in February 2012. He is a Chartered Financial Planner with more than 20 years' experience, and has worked at several IFA firms in his career. He has extensive experience in investment, pensions, inheritance tax planning, business exit and lifestyle planning. Andrew provides financial advice to clients and also oversees the Wealth Management department.
Job Titles:
- Receptionist and Facilities Co - Ordinator
Annie joined BRI in September 2015 as Office Receptionist. Annie has over 20 years' experience in administration and over 10 years' experience in facilities management. In her role at BRI, she provides administration and facilities support to all staff.
Barney joined BRI in May 2022 as a Junior Financial Planner, where he works with Head of Wealth Management Advice, Andy Gillett, primarily helping with the ongoing care and management of his client's and their finances. Prior to this, Barney attended the University of Nottingham where he read Geography graduating with a 2:1 in 2018, before entering into the Financial Services sector and working in a variety of technical roles. Barney has achieved his Diploma in Regulated Financial Planning and is currently working towards his Advanced Diploma and gaining Chartered status.
Job Titles:
- Associate Director and Chartered Wealth Manager
- BRI in 2007 As an Investment Manager
Ben joined BRI in 2007 as an Investment Manager, progressing to Associate Director in 2011. He has worked with large financial organisations in a career spanning around 20 years and has extensive experience in stockbroking and investment management. At BRI he looks after portfolios of funds including ISAs, Pensions (SIPPs and SSASs), Trusts, taxable investment and investment bonds. Ben is a former President of the Birmingham & West Midlands branch of the Chartered Institute for Securities & Investment (CISI), a Chartered Fellow of the CISI, a member of the Personal Finance Society and has completed the CII's Diploma in Financial Planning.
Brad joined as a Paraplanner in December 2023. Brad has 3 years of experience working for a Financial Planning firm based in Leicestershire. He graduated from Keele University with a 1st in Economics & Finance and also holds his Diploma in Regulated Financial Planning. Brad is working towards his Advanced Diploma with the goal of achieving Chartered status.
Job Titles:
- Wealth Management Administrator and Team Leader
Caroline joined BRI in March 2017 as a Financial Planning Administrator. Caroline has over 30 years' experience in Financial Services working in a variety of administration and management roles, and she achieved her CII Certificate in Life and Pension Administration in 2014.
Dan joined BRI in 2011 and has held roles of increasing seniority within the investment team at BRI. Dan left BRI in 2017 to conduct an MBA at Warwick Business School, specialising in the strategies of high growth companies. Dan was appointed to the position of Chief Executive in April 2022. Dan is a Chartered Fellow of CISI, holds an MBA from Warwick Business School, and is the Chairman of a charitable trust. Dan regularly features on television and in national newspapers commenting on investment and finance matters. Dan has also been awarded the Citywire top 30 under 30 rising stars of investment management three times and the IOD West Midlands Young Director of the Year in 2016.
Daniel joined BRI in April 2021 and prior to this worked as a Financial Planner with a national advisory firm providing advice on Investment and Retirement Planning. Daniel attended Coventry University and achieved a First Class Honors Degree in Financial Services. He has since attained the Diploma for Financial Advisers with the London Institute of Banking and Finance (LIBF) and is currently working towards Chartered Status.
Job Titles:
- Head of Intermediary Division and Chartered Wealth Manager
David joined BRI in October 2015 as a Chartered Wealth Manager and Head of the Intermediary Division. He started his career in 1988 at Albert E Sharp and over the years has worked at several other wealth managers in the area; he became the Birmingham Office Head of Deutsche Bank building up and developing the office. David is a Chartered Fellow of the Chartered Institute for Securities and Investments (CISI).
Dean Wragg - Chief Compliance Officer
Dean joined BRI in 1995 and was appointed to the board as Compliance Director in 2001 and gained the role of Chief Operating Officer some years later. Dean has worked within the financial services industry since 1986 and has a broad knowledge and understanding of stockbroking, investment management and financial planning. He is a Fellow of the Chartered Institute for Securities & Investment and holds the Diploma in Company Direction from the Institute of Directors.
Emily joined BRI in June 2016 to assist with the Accountancy and Administration departments. Her main roles include making payments and managing expenses. Emily is studying towards her AAT qualification to further her accountancy knowledge.
Emma joined BRI in July 2015 and has 20 years' experience working in the wealth management and private banking industry. Emma is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI) and brings a wealth of experience to BRI. At BRI she looks after clients' portfolios including ISAs, Pensions (SIPPs and SSASs), Trusts and taxable investments.
Harriet joined BRI's marketing department in 2014 and has over fourteen years of experience in marketing & events. Harriet is responsible for managing BRI's marketing activities including corporate literature, PR, events, website and social media. She is a member of the Chartered Institute of Securities & Investments (CISI), holds the Diploma in Professional Marketing, and achieved her Chartered Marketer status with the Chartered Institute of Marketing (CIM). In 2024, Harriet was shortlisted by The Business Desk for the West Midlands Leadership Award in Sales & Marketing.
Job Titles:
- Member of the Advisory Board
Ian joined BRI's Advisory Board in 2016 and has around 30 years' experience in the financial services industry. He started his career at General Accident Life in 1986, before joining Framlington Unit Trust Managers as Regional Manager in 1997. In 1998 he founded the ISA Shop which was subsequently sold to IFG Group. Since then Ian has been Marketing Director and CEO of Tilney Collective Management, part-time Chairman of Bulletin and most recently one of the founders of Money Alive. Ian brings significant external knowledge to BRI.
Ian joined the Financial Planning Department as a Paraplanner in June 2021. Prior to joining BRI, he has accumulated over 21 years of experience in similar paraplanning roles for differing sized firms across the Midlands.
Prior to working in the financial services industry, Ian obtained under-graduate and post-graduate law degrees from Anglia Ruskin University. In addition to these, Ian holds the CII Level 4 Diploma in Financial Planning and is working towards his Chartered accreditation.
Job Titles:
- Wealth Management Administrator
Inderpreet joined BRI's Wealth Management Administration team in 2022. He has a BA (Hons) degree in Business Management from the University of Worcester and has over 10 years' experience in the financial services. Inderpreet is currently studying towards his level 4 diploma in financial planning.
Job Titles:
- Junior Wealth Management Administrator
Jade joined BRI in November 2023 as a Junior Wealth Management Administrator. Whilst this is Jade's first role in the Financial Services Industry, she has over 5 years of experience in a client-focused administrative role. Jade is studying towards her Level 4 Diploma in Regulated Financial Planning.
Jenny joined BRI in 1995 and she progressed over time to become responsible for the administration of ISA's and safe custody investments. Jenny joined the Portfolio Management Team in 2017 and progressed to Portfolio Manager within a year and is responsible for day to day portfolio management. She is a chartered fellow of the Chartered Institute for Securities & Investment and holds the Private Client Investment Advice & Management qualification (PCIAM) and the CFA Certificate in ESG Investing.
Job Titles:
- Junior Wealth Management Administrator
Joanna joined BRI in July 2023 as a Junior Wealth Management Administrator. This is Joanna's first role within the financial services industry and she has started studying towards her first qualification.
Jordan joined BRI's Financial Planning department in February 2022 as a Paraplanner, bringing with her 5 years' experience in the financial services industry. Prior to BRI, she has worked for financial planning firms within the Worcestershire area. Jordan has achieved her Diploma in Regulated Financial Planning and Certificate in Mortgage Advice, and is currently working towards her Advanced Diploma with hopes to achieve Chartered status.
Kate joined BRI in May 2010 and works as a Wealth Manager. Kate holds the Level 6 Private Client Advice & Investment Management Qualification and also the Level 6 Certificate in Advanced Financial Planning. At BRI, Kate looks after and advises on portfolios including Investments, ISAs, Pensions (SIPPs and SSASs), Trusts, and Charities.
Job Titles:
- Chartered Financial Planner
Laura joined the Financial Planning team in 2023 as a chartered financial planner. With over 15 years industry experience, Laura has expertise in pensions, investments, tax and lifetime financial planning. Laura is an accredited Retirement Planning Specialist and holds the CFA IMC qualification alongside being a Chartered Fellow of the Personal Finance Society.
Job Titles:
- Wealth Management Administrator
Lynne joined BRI in the summer of 2010 and has over 30 years' secretarial and administrative experience and provides support to the Wealth Management Team.
Mark joined BRI in January 2023 as a Financial Planner. Mark started his career in the financial services industry in 1990 and has been successfully looking after clients financial affairs since. Mark successfully ran his own business for a number of years and he brings a wealth of experience to BRI. He has extensive experience in investments, pensions and lifestyle planning. At BRI, Mark looks after portfolios including ISAs, pensions, trusts, taxable investments and investment bonds.
Mark joined BRI in 2014 as a Chartered Wealth Manager. He has over 20 years' experience in the investment management industry covering stockbroking, investment management and private banking. At BRI he looks after portfolios including ISAs, SIPPs, Trusts, taxable investments and investment bonds. Mark is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI).
Marlena, Personal Finance Society's Paraplanner of the Year 2022/23 joined BRI's Financial Planning Department at the beginning of 2011 in a dual role as Paraplanner and Financial Planning Administrator and progressed to a senior technical Paraplanner role. She has over 15 years' experience in Financial Planning and has previously worked for one of the leading IFA companies in the UK. Marlena is a Chartered Fellow of the Personal Finance Society and at BRI she is responsible for financial planning report writing, conducting extensive research, and providing consultants/advisors with technical analysis, assessments and dealing with technical queries.
Melissa joined the Financial Planning department in early 2019 as a Paraplanner. Prior to this she worked for Financial Planning firms in Birmingham and Worcester. Melissa graduated from the University of Leicester with a 2:1 degree in Law, holds the Advanced Diploma in Financial Planning and received her Chartered status in 2019.
Job Titles:
- Wealth Management Administrator
Michelle joined BRI in September 2012 in a secretarial and administrative capacity and provides support to the Wealth Management team. Michelle has over 30 years' experience of working within the finance industry.
Job Titles:
- Head of Client Data, Systems and Processes
Michelle joined BRI in 2007 in a secretarial and administrative capacity and has almost 30 years' administrative experience in the financial services industry. She now oversees new account set-up, client reporting and account administration. Michelle is a Chartered Fellow of the Chartered Institute for Securities & Investment and holds the CISI Investment Administration (IAQ), CISI Regulation & Compliance and CISI Global Operations Management qualifications.
Job Titles:
- Chartered Financial Planner
Nick joined the Financial Planning department in January 2016 as a Paraplanner before moving into a Financial Planner role. Prior to this he worked for a Northamptonshire based IFA practice, having graduated from Aston University in 2012 with a 2:1 in Business Management. Nick holds the CFA IMC accreditation alongside the Diploma in Regulated Financial Planning and received Chartered status in 2018.
Job Titles:
- Member of the Advisory Board
Nigel joined BRI's advisory board after more than 40 successful years with Lloyds Bank. He progressed through various branch roles, before moving into corporate/business banking in 1988. Nigel spent the next 24 years providing a quality, traditional banking service to a portfolio of business banking clients before retiring in 2012. One of those clients of long-standing was BRI and we are very pleased to continue this close association with Nigel.
Job Titles:
- Wealth Management Administrator
Job Titles:
- Member of the Advisory Board
Noel's roots developed within the occupational pension sector, starting in 1978 with Clerical Medical and later becoming benefit manager for a final salary scheme. Spreading his wings through employee benefits, Noel formed a niche technical consultancy for advisers in 2003 and ultimately a Corporate Chartered Financial Planning firm. Interests include humans and other animals.
Job Titles:
- Member of the Advisory Board
Paul has more than 30 years' experience in the private wealth management and commercial banking environment. He was previously the Director of Wealth Management for Coutts and based in Cheltenham, but took early retirement in October 2012 to create his own consultancy business focused on arranging private office facilities for entrepreneurs and wealthy individuals.
Paul joined the board of BRI in 2009 as a non-executive director. He has extensive experience in financial services having run a successful pension consultancy business for many years, providing both pension trusteeship and advice. Paul provides independent judgement to The Board on issues of strategy, performance and resources.
Peter joined BRI in 2008. He has more than 35 years' experience of private client investment management; started his career in 1980 and joined the UK Stockbroking community in 1983. His previous experience includes stockbroking and investment management. Peter is a Fellow of the Chartered Institute for Securities & Investment and holds the Investment Management Certificate. At BRI he looks after and advises on portfolios of funds including ISAs, Trusts and taxable investments with specific responsibility for Advisory Managed Portfolios.
Job Titles:
- Wealth Management Administrator
Sammy joined BRI's Wealth Management Administration Team in July 2021. Sammy has 16 years' experience in administrative roles and the past 5 years' working in financial services.
Job Titles:
- Head of Investment Administration
Samuel joined BRI in 2016 and has over a decade of experience in the financial services sector dealing with both corporate and retail clients. Sam has spent the last five years in people management and now heads up Investment Administration for BRI. He is responsible for oversight of the back office administration, process and procedural development and management of the department.
Job Titles:
- Member of the Advisory Board
Sarah joined the Advisory Board in September 2023. She is an experienced Non-Executive Director, business advisor and lawyer.
Sarah is a former managing partner of an award-winning regional law firm and brings with her more than 20 years' of experience. She is also Chair of the Advisory Board for the Centre for New Midlands.
Job Titles:
- Chairman
- Chartered Director, Fellow of the Institute of Directors
Simon Boardman-Weston is a Chartered Director, Fellow of the Institute of Directors, Fellow of the Chartered Institute of Marketing and Fellow of the Chartered Institute for Securities & Investment. He acquired BRI in 1991 and has overseen the development of the business and the recruitment of the firm's management team. He has extensive experience in industry having run companies in the pharmaceutical, food and property sectors and acts as a charity trustee.
Simon has been involved in investment management since 1987 and his experience, unusually, has covered both public and private companies.
He was a Director at Albert E Sharp where he was responsible for starting-up and building its unit trust division and also managing the top-performing UK Smaller Companies Unit Trust, which had net assets of £330m at its peak.
Simon later became Chief Executive of a listed Private Equity company where he was reponsible for the management of a portfolio focused on management buy-ins and early stage investments in high-growth businesses. In 2006 he led a consortium to take the business private backed by Nova Capital and Caledonia Investments, following which he became a Director of Nova Capital.
Simon has been a Director of a number of private companies across various sectors including Financial Services, Manufacturing, Technology and Support Services.
Tom joined BRI in September 2016 as part of the Portfolio Management Team. Tom is now a Senior Portfolio Manager and a member of the Investment Committee. He is responsible for day-to-day portfolio management and is a key decision maker across investment selection and portfolio construction. He is a member of the Chartered Institute for Securities & Investment and holds both the CFA Investment Management Certificate (IMC) and the CISI Private Client Investment Advice & Management qualification (PCIAM) that he passed with a distinction. He is currently an active board member for the Lord Taverners West Midlands Charity.
Job Titles:
- Chartered Financial Planner & Wealth Administration Manager
Vicki joined BRI in early 2005 and moved into the financial planning department in 2012, becoming a Paraplanner in 2013. In 2015 she passed the Diploma in Regulated Financial Planning and has now achieved Chartered Financial Planner status. Vicki is an associate of the Chartered Institute for Securities & Investment and works as an accredited Financial Planner. Additionally, Vicki also manages the Wealth Administration team.
Job Titles:
- Chairman of the Investment Committee
- Head of Business Development
Vince joined BRI in December 2012 as part of the Senior Management Team. He worked as the Head of Investment Management between 2013 and 2018, and acted as Chief Investment Officer between 2014 and 2019. Vince now leads BRI's business development strategy and continues to chair the Advisory Board. He was asked to Chair the BRI Investment Management Committee in 2023. Vince has worked in the Financial Services industry since 1981 and is a Chartered Wealth Manager. He has a variety of external interests including the Worcestershire Ambassadors and the Wooden Spoon charity.