Take our financial health quiz today

A Resilient Year for BRI

Despite the concerns that faced us this time last year, BRI has yet again proven itself resilient under an array of global economic pressures.

As with many companies, our office lay empty whilst staff were legally obliged to work from home; but thanks to our business continuity planning, we were able to adapt to this change by putting equipment and processes in place quickly and effectively. This undoubtedly ensured an easier transition to working from home for all staff.

During this time BRI negotiated the Brexit storms, reorganised its front office structure into one Wealth Management department, and again achieved pleasing portfolio performance against peers and benchmarks. Several successful webinars were held, new client paperwork enhanced, and a new back-office system embedded.

Under the third – and, we hope, final – lockdown, we have recruited a Financial Planner and two Junior Wealth Administrators; and it does not end there. We are also recruiting for a Software Developer and a Financial Planning Analyst. We are continuing to review our internal practices and will be investing in a Governance, Risk and Compliance software platform, which will support our regulatory obligations and enable BRI to continue to grow.

Now, on the road out of lockdown, some staff have returned to the office and more will follow over the coming months. Our core values of Knowledge, Service, and Trust remain unchanged, and we are grateful to all our clients who have supported us through this turbulent year and to the many new clients who joined us. We will continue to offer a professional and personal service to all our clients over the coming years.

Get in Touch

If you would like us to contact you, please complete the enquiry form and we’ll be in touch soon.