BRI Wealth Management has completed the acquisition of Gloucestershire-based financial advisory firm FutureFocus Advisory Limited.

The acquisition will increase the Coventry-based wealth management firm’s client assets under management by approximately £40m.

FutureFocus Advisory was founded in 1999 by Colin Donlon and provides bespoke financial advice across pensions, retirement planning, investments, and life assurance.

BRI has seen record client inflows in 2025, taking its total funds under management to around £720m, and expects to reach £800m next year.

The firm said that its acquisition of FutureFocus Advisory underlined its commitment to offering a client-first alternative to private equity-driven consolidation.

Commenting on the addition of FutureFocus Advisory, BRI Wealth Management chief executive, Dan Boardman-Weston, said: "I have had the pleasure of getting to know Colin well over the past few months.

“I have great admiration for the value and service that he’s provided to his clients over the years. This acquisition underlines our commitment to offering a client-first alternative to private equity-driven consolidation.

“I want to thank Colin for everything he has done to bring FutureFocus Advisory to this point and wish him all the best in his well-earned retirement.

“Our ambition is not to be the largest wealth manager, but the leading one in our region. We remain dedicated to continuity, trust, and long-term relationships, delivering the highest quality advice within a supportive and professional setting.”

FutureFocus Advisory founder, Colin Donlon, added: "Today marks an exciting new chapter for FutureFocus Advisory and its clients. I am proud to have guided the firm to this stage, and it has been a pleasure to get to know Dan and his team at BRI.

“BRI’s client-centric approach, cultural values, excellent team and bespoke solutions align perfectly with our approach at FutureFocus Advisory and I am certain this partnership will give our clients access to the even greater expertise and resources needed with their long-term financial and investment planning needs in mind."

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