Private Clients

Financial Planning

Whilst the traditional approach to Personal Financial Planning has often been to simply recommend a product that matches a client’s current needs and circumstances, we at BRI like to offer a little more.

It is our mission to make sure we fully understand your needs, as well as embrace your short, medium and longer-term goals, before we put a robust and considered financial plan in place. We want to help you realise your aspirations for today – and the future – and we’re committed to helping you achieve your dreams and ambitions, whatever they may be.

As we are what’s known as whole of market fee-based planners, we’re able to advise you on an exceptionally broad range of financial planning topics. These include key areas such as planning for your retirement, business exit, inheritance and school or university fees, as well as tax restructuring. As whole of market planners we are also able to access the entire financial market place to source the products most suited to helping you achieve your goals, be that in the short, medium or longer-term.

For those individuals committed to an integrated approach to their planning, we can also work with your existing (or if required, refer you to) legal and tax advisers to ensure that your affairs are organised efficiently.

In some cases, however, we understand that you may have a shorter-term or less complex financial goal, in which case we can talk to you about working on a one-off fee basis. This is known as discrete advisory work and, although we may not be as involved with you on an ongoing basis, we are happy to assist whatever the need.