Personal Portfolio Service

The Personal Portfolio Service (PPS) offers access to BRI’s proven investment management expertise through a range of portfolios tailored to a variety of risk profiles and investment objectives. The PPS has been designed for clients where a fully bespoke service may not be necessary or cost-effective, for example, where clients do not require bespoke capital gains or income tax planning.

The PPS is available within a number of tax-efficient wrappers, such as ISAs, SIPPS and offshore bonds, as well as general investment accounts. It offers six core risk-rated portfolios, ranging from Cautious to Speculative which have been designed to capture the individual requirements you may have.

The terms and conditions can be found here:

BRI’s PPS Team consists of Lawrence Fisher, Jenny Mills, and Tom Hopkins. Further information on their job roles and qualifications can be found on our People pages -

If you would like to speak to a member of our Personal Portfolio Service Team, please call 01676 523 550 or email