BRI has a team of highly qualified and knowledgeable Wealth Managers that provide advice on a range of areas including Investment Management, Financial Planning, ISAs, Pensions, Inheritance Tax Planning and Tax Relieved Investments.
BRI provides restricted advice. Whilst we offer advice on a wide range of financial products and services, where investment management services are suitable, we will generally recommend BRI’s in-house discretionary or advisory investment services. However, we are not limited to using BRI and will only do so when we feel such services are suited to your needs and objectives.
For non-investment management services, we will establish your needs and objectives, then conduct a review of the wider financial planning market and recommend a solution, bearing in mind your best interests.
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.
For further information on our specific services, please select your investor type from the Services tab on the menu above.