Advice

Advice

Our financial planners provide independent (whole of market) advice on all retail investment products. Where, however, we believe that portfolio management services are the most suitable solution for a client we will normally recommend our in-house services and the BRI retail investment products through which they can be accessed. These products are the BRI ISA (Individual Savings Account) and BRI SIPP (Self-Invested Personal Pension).

We feel there is often a significant advantage to our clients by managing investments using our own specialist investment team so, where we believe a discretionary or advisory portfolio management service is appropriate, we usually recommend BRI’s own services and this would constitute restricted advice.

As investment managers our advice is considered ‘restricted advice’ in that we cannot advise on certain investment products such as pensions and life assurance. When managing a portfolio however we are able to choose from a very wide investment universe to ensure that we select the most suitable investments for a client. These investments are carefully selected and approved by BRI before being included in client portfolios.

For further information on our specific services, please select your investor type from the Services tab on the menu above.