IFAs/Mortgage Brokers
As people move through the numerous stages of their financial life, the complexities of the modern world require the help of a range of skilled professionals across various disciplines.
BRI has significant experience in building relationships with a broad range of other professionals over many years. As a result, we understand and respect that your existing client relationships have taken many years to develop, and that the trust you have built with them can be lost very quickly.
Independent Financial Advisors (IFAs)
For many IFAs managing portfolios has become more and more of a challenge with the increasing range of investment options available and the market volatility resulting from a less stable global economy.
BRI has been providing investment solutions to financial planners for decades, enabling them to concentrate on providing real value to their client’s by addressing their holistic financial planning needs.
We understand that each client and their personal and financial circumstances are different, so can completely tailor our investment solutions for your clients to their needs. We pride ourselves on creating portfolios that provide differentiated returns which reflect clients differing risk tolerances and investment objectives.
We recognise that one size does not fit all, particularly for more sophisticated, high net worth clients, and in portfolio construction our team utilise a broad range of investment assets, for example, Gilts, listed equities and collective funds (including Investment Trusts and funds which offer access to sustainable investing).
You can explore our approach to investing here.
Accreditations
Mortgage Brokers
With the supply chain issues in the residential property market buying your first home or downsizing later in life is not as straightforward as it once may have been. With a broad cross-section of clients, from time to time we have clients requiring specialist mortgage advice, therefore, we are always keen to establish ongoing relationships with mortgage brokers to assist our clients.
Furthermore, where applicable, BRI can offer your clients financial planning assistance, for example, with tax planning strategies to help ensure they are adequately protected should the worst happen.
There are several types of protection we can advise on, to learn more click below.