Services

Services

Investment Management

BRI has a highly qualified and knowledgeable investment department with decades of portfolio management experience. Working together with our wealth managers, we are able to create bespoke portfolios tailored to your specific needs. Our services are typically aimed at private clients, trusts, pensions and charities; and we also provide Probate valuations.

Building a strong working relationship with clients is the key to providing a high quality service.

BRI gives you the flexibility to decide whether you want us to manage your portfolio on a discretionary, advisory or execution only basis. The option you choose is likely to depend on your own level of interest in and understanding of investment markets. You also need to consider how much or how little time you have available to involve yourself in day-to-day decision-making.

For any client looking for an investment manager, a professional approach is absolutely vital. This is one of the reasons why professional advisors such as accountants and solicitors actively refer their clients to BRI.

Financial Planning

BRI has a team of dedicated in-house specialist financial planners. We are able to review the whole market and ensure that our advice is tailored to each client’s unique requirements.

We practise a comprehensive approach to financial planning, putting our clients at the centre of the process. From the outset we allow plenty of time to make sure we understand your personal goals and objectives as well as your current financial circumstances before implementing our agreed plans.

Amongst BRI’s highly qualified employees are Chartered Financial Planners; Chartered status is the top qualification for the financial planning professional. However, it should always be remembered that this expertise must be married to experience and integrity.

As impartial financial planners, our staff can access every possible financial solution without bias.