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Deals Of The Day: The Latest In Wealth Management M&A – BRI Wealth Management, Single Financial Planning

Editorial Staff

6 September 2023

BRI Wealth Management, Single Financial Planning
, bringing an additional £30 million ($38 million) of assets under management and solidifying BRI’s position in the Midlands' wealth management sector.

This follows BRI’s recent acquisition of Bransford Financial Planning in January which brought an additional £25 million of AuM, the firm said in a statement.

So far this year, BRI has expanded its team by bringing on board two financial planners, Mark Davis, formerly of Bransford, and Laura Ripley. Recently, Nick Sinclair-Wilson joined the board as client services director, whilst custody services moved to Third Platform Services, putting the firm onto a firmer operational footing.

BRI said it continues to see record levels of new business and enquiries. “We have taken some considerable time looking for a suitable firm to look after our clients in the future. BRI is one of the very few we met and felt happy with,” Stuart Jefferies, chartered financial planner and director of Singular Financial Planning said.