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Accounting Firm

Briggs Financial

Financial planning firm combining investment management and tax preparation for individuals building long-term wealth

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About Briggs Financial

Briggs Financial is a financial advice firm that joins financial planning, investment management and tax preparation into one service. Its founder moved from heavy debt to financial stability, and that experience shapes how the firm guides clients.

What Briggs Financial does

  • Financial planning: building, carrying out and maintaining a long-term wealth plan.
  • Investment management: checking that each client's investments suit their circumstances.
  • Tax preparation: preparing returns so clients spend less of their own time on tax.
  • Risk assessment: a risk questionnaire to set an investment approach.
  • Education: the weekly Money is Personal podcast, a blog and a monthly newsletter.

Who it serves

Individuals and families who want structured guidance on saving, investing and tax.

Key facts

  • Legal name: Briggs Financial Inc.
  • Client portals: separate portals for planning, investments and tax

Profile written by TrustList from the business's own published information, Sep 2026.

Categories & features

Rankings

As of 2026-10-06. Organic ranks only; sponsored placements are never ranks.

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