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21st April 2015
BRI in Association with John Shepherd Estate Agents

BRI is pleased to announce a strategic alliance with John Shepherd Estate Agents. John Shepherd Estate Agents was established in 1991 and has grown considerably with offices throughout Warwickshire and the West Midlands. It also has a national presence through the internet, and always strives for excellence, aiming to become the market leader in its field.

Property is bought and sold for a variety of reasons. Sometimes there are financial drivers behind transactions and these can include releasing assets for other needs, increasing income, dealing with tax issues, downsizing ahead of or during retirement, dealing with a deceased’s estate or simply consolidating various property holdings. All of these are areas where BRI can help clients with advice. BRI prides itself on recognising, understanding and assisting with the unique personal and financial circumstances of each client.

“Property transactions often take place as a result of wider changes in financial circumstances. Through our association with BRI, we can ensure that our clients have access to high quality financial advice, thereby helping them in more ways than in the past” said John Shepherd.

“We find that many people do not have a coherent plan for their various pockets of wealth,” said Paul Cusack, Joint Chief Executive of BRI Wealth Management. “Property transactions can often prompt a wider review of circumstances and a re-assessment of financial aspirations. We are therefore delighted to associate with John Shepherd and look forward to helping more people who are at pivotal points in their lives.” John Shepherd and BRI Wealth Management have similar core values including high standards of personal service and knowledgeable staff, thus creating an excellent match. BRI is delighted to support John Shepherd and looks forward to working alongside John and his staff in the future.