Private Clients

An increasingly popular, tax-efficient way to save for your retirement is the BRI SIPP (Self Invested Personal Pension).

The BRI SIPP is a pension wrapper for clients wanting to hold a wide range of asset classes. It also suits the needs of those seeking to combine withdrawing an income whilst continuing to make investment decisions about their remaining SIPP assets.

Why Choose The BRI SIPP?

No Hidden Charges
With a BRI SIPP, there is no set-up fee. The BRI SIPP is FREE to set up and there is NO ANNUAL SIPP ADMINISTRATION FEE*.
* (unless you are in drawdown in which case an annual fee of £150 applies.)
** Free SIPP only applies to portfolios worth at least £250,000

Maximum Flexibility
Not only does the BRI SIPP allow you to choose from a wide range of asset classes, but it also gives you the option to be involved in your retirement planning as much – or as little – as you want.

That Personal Touch
At BRI we pride ourselves on delivering a personal, tailored service to each and every client.

Staying informed
Of course we recognise you’ll want to keep track of your investments on a regular basis and that’s why we promise to keep you informed, each and every step of the way.

SIPP Portal

To access the SIPP online portal please click here.