BRI Wealth Management (‘BRI’), the Midlands-based wealth management firm has appointed Paul Stockton, as a Non-Executive Director, subject to the completion of all regulatory and governance formalities.
Paul served as Chief Executive of Rathbones Group Plc from 2019 to 2025, having previously held the roles of Group Finance Director and Managing Director of its investment management business. A chartered accountant who qualified with PricewaterhouseCoopers in 1992, he brings more than three decades of experience across wealth management, investment management and financial services. Earlier in his career, Paul held senior finance positions at Old Mutual Plc, Gerrard Ltd, Euroclear and Phoenix Group Plc. He has also served on several industry bodies and boards, including the FCA Practitioner Panel and the Personal Investment Management & Financial Advice Association (PIMFA).
The appointment represents a significant milestone in BRI’s strategy as the firm continues to grow its regional presence both organically and through acquisitions. BRI now manages over £800m in client assets, and continues to invest in its leadership, governance and client service capabilities.
In March this year, BRI completed the acquisition of West Midlands Wealth Management, following the purchase of Gloucestershire-based FutureFocus Advisory Limited in October 2025. The acquisitions form part of BRI’s long-term strategy to become the leading wealth management business in the Midlands, maintaining long-term client relationships through the delivery of dedicated personal service and quality ongoing advice to valued clients. BRI will continue to invest in its leadership and client facing teams as it grows.
Dan Boardman-Weston, Chief Executive of BRI Wealth Management, said: “Paul is one of the most respected figures in UK wealth management and brings exactly the kind of experience we are keen to have around the Board table as BRI enters its next stage of development. His strategic insight, industry knowledge, and experience of leading a major wealth management business will be hugely valuable as we continue to grow. I’m delighted to have the opportunity to work with Paul and very much look forward to his future contribution.
Paul Stockton commented: “BRI’s focus on its personal client relationships and its strong identity in the Midlands will create some exciting opportunities as it pursues its ambitions. I am delighted to be able to work with the capable team at BRI to provide support as it develops.”
