BRI Wealth Management has acquired West Midlands Wealth Management, a move that has increased their managed client funds to a record £800 million.

It has also added about £50 million in client assets across 80 households to the business, which operates out of Meriden, on the outskirts of Coventry.

Founded in 2015 by Ian Gough, West Midlands Wealth Management is known for services across areas including investment management, retirement planning and estate preservation.

“This underlines our commitment to offering a client-first alternative to private equity-driven consolidation. Our ambition is to be the leading wealth manager in our region, built on continuity, trust and long-term relationships.” Dan Boardman-Weston, BRI Wealth Management chief executive

Our corporate team, led by Dan Bisby and James Farrell, advised BRI Wealth Management on the transaction, a year on from working with the team on their acquisition of Gloucestershire-based FutureFocus Advisory.

“It’s fantastic BRI Wealth Management returned to us for support with this latest deal. We look forward to seeing their business continue to grow.” Dan Bisby, Partner

If you would like to speak to one of our team about the future of your business, we’re here to help, get in touch.