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Big growth plans for regional wealth manager

Big growth plans for regional wealth manager
Photo: Jordan Laight

BRI Wealth Management has boosted its financial planning team as it embarks on a growth strategy across the region.

The Coventry-headquartered company has announced plans to become the "leading independent regional wealth manager", growing its team and expanding its client reach.

As part of its growth strategy, Jordan Laight has joined the financial planning team as a paraplanner.

In her role, Laight will work closely with financial planners, assisting with the drafting of financial planning reports, advising clients on their investments based on objectives, risk profile and time horizon.

Based in Meriden, Coventry, she will report to chartered financial planner Nick Sinclair-Wilson.

Before joining BRI, Jordan was a paraplanner for a wealth management company in Solihull, where she analysed client information and formed financial recommendations, handled client enquiries.

She wrote financial planning reports, which included inheritance tax planning, retirement planning, investment planning, protection planning and mortgages.

Laight has also previously worked as executive IFA administrator for another firm, where she performed similar duties.

Simon Boardman-Weston, chief executive at BRI Wealth Management, said: “Given Laight's previous relevant experience, we are confident that she will very quickly become a valuable asset to the company and support us with our growth plans.”

Laight said: “BRI Wealth Management’s family-like culture and core values – knowledge, service and trust – really resonated with me. I am very excited to be joining such a firm at a time of real growth and look forward to getting to know the team.”

BRI has a history of bringing new blood into the industry to train them up. As far back as 2016, it teamed up with the Chartered Investment and Securities Institute to offer internships.

At the time, as reported by FTAdviser, the company said it was important to offer young graduates the opportunity to work alongside professional financial planners to understand the world of financial advice and wealth management.