Wealth Management that puts you first!

BRWM finds out where you want to be in your life and helps you get there. We challenge the traditional approach of investing and our low-fee, evidence -based investment philosophy is designed to grow and preserve your wealth enabling you to achieve your goals.

BRWM's systematic approach aims to capture the returns of the stock market through a low-cost, diversified investment strategy. We believe that stock markets are efficient and consistently incorporate all available information into their prices, meaning that no investors can consistently outperform others.

Therefore, like many experts, we believe that fund managers who claim they beat the market are misguided: they may achieve this for a couple of years but, long-term markets will always out-perform so called "clever"fund managers such as Neil Woodford.

What's more, these fund managers active approach incurs great costs which eat away at your profits and can have a signifcant impact on the value of your portfolio over time, while also increasing risk.

Based on empriical evidence, BRWM's "passive investing' approach is to build robust, diversified portfolios that are spread across different asset classes, reflecting your attitude to risk.

We were one of the first UK wealth management companies to adopt this "evidence=based" philosophy as already seen in the US and Canada.

Our approach to wealth management means we can help you lead the life you want. We believe that it's a journey you take with us and we steer a steady course, managing your portfolio in your best interests and providing the right support at the right time.

BRWM's team delivers the following services from Lifestyle planning, Risk management, Tax planning, Trusts and estate planning and Business Sales and succession planning.