Dan Boardman-Weston, the Chief Executive of BRI Wealth Management plc, shares his journey from an unexpected start in wealth management to leading a thriving financial planning firm in the West Midlands.  

After gaining experience at his father’s firm, he pursued an MBA before returning to BRI, where he became CEO in 2022. His leadership has driven internal transformation, strengthening the firm’s client impact and future growth.

Dan emphasises the power of a strong team, open communication, and industry alignment in business success. He reflects on overcoming challenges and highlights the importance of mentorship and peer support in leadership.

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