M and A
Wealth Firm In UK's Midlands Expands With Acquisition

BRI Wealth Management, an independently-owned company in the Midlands, has put plans for expansion into motion with the acquisition of Walter Financial Planning for an undisclosed sum.
BRI
Wealth Management, an independently-owned company in the
Midlands, has put plans for expansion into motion with the
acquisition of Walter
Financial Planning for an undisclosed sum.
Based in Bridgnorth, Shropshire, Walter Financial Planning will
be able to give its clients longer term continuity under BRI’s
management.
The move creates BRI’s second office in the Bridgnorth area,
which Walter Financial Planning staff will continue to operate. A
BRI spokesperson told this publication that no jobs would be lost
in the acquisition.
Following on the success of the acquisition, BRI will take the
next step of its long-term growth strategy in the summer, when it
plans to add three more staff to its 32-strong team.
The Meriden-headquartered firm offers investment and financial
planning services, with clients including private investors,
family trusts, charities, pension schemes and financial
institutions.