BRB Wealth Management provides fee based, comprehensive financial planning advice to individuals seeking to take control of their financial future and achieve their personal and financial goals. We offer impartial, proactive advice and aim to establish a close, ongoing relationship via regular review meetings.
We pride ourselves on a highly personalised service, providing our clients with the peace of mind that all aspects of their financial planning are being looked after by trusted professionals. We provide peace of mind that all aspects of your financial planning are being looked after on an ongoing basis via regular review meetings.
We pride ourselves on a highly personalised service, providing our clients with the peace of mind that all aspects of their financial planning are being looked after by trusted professionals. We provide peace of mind that all aspects of your financial planning are being looked after on an ongoing basis via regular review meetings.
Services
BRB was founded in 1980 as a firm of Independent Financial Advisers to provide advice to individuals and small to medium sized companies in Staffordshire, South Cheshire, and Shropshire. We have strived to ensure that we fully examine the needs of the client before putting forward our recommendations.
At BRB WM we offer a total wealth management service to a select group of clients. Our service for those retiring or in retirement addresses a broad range of issues that our clients have told us are important to them. One of the key concerns for many is identifying how much is enough to fund retirement free from worry.
At BRB WM we offer a total wealth management service to a select group of clients. Our service for those still working addresses a broad range of issues that our clients have told us are important to them. One of the key concerns for many is identifying how much is enough to be truly financially independent.
Reviews (1)
Mark Kennerley
Aug 27, 2020
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