BRI has a highly qualified and knowledgeable investment department with decades of portfolio management experience, allowing us to create bespoke portfolios tailored to our clients specific needs. BRI has a team of dedicated in-house specialist financial planners. We are able to review the wider financial planning market and ensure that our advice is tailored to each client's unique requirements.
With the Wimbledon Tennis Championships in full swing at the time of writing this, I sit back watching the ball go back and forth between two players. With the News and Sports channels dominated by the Tokyo 2020 Olympics, we thought we would add a few facts about the medals themselves. Here you will find information and videos on several topics, such as Pensions and Planning for the Future.
With the Wimbledon Tennis Championships in full swing at the time of writing this, I sit back watching the ball go back and forth between two players. With the News and Sports channels dominated by the Tokyo 2020 Olympics, we thought we would add a few facts about the medals themselves. Here you will find information and videos on several topics, such as Pensions and Planning for the Future.
Services
We strive to understand our clients' needs and help them meet their short, medium and long-term goals. We accomplish this by building close relationships with our clients, ensuring that our bespoke service is as personal as possible. Many new clients come to us because they have struggled to find traditional standards of personal service at other wealth management companies.
BRI has a highly qualified and knowledgeable investment department with decades of portfolio management experience. Working together with our wealth managers, we are able to create bespoke portfolios tailored to our clients specific needs. Our services are typically aimed at private clients, charities and trusts, intermediaries and corporations.
Reviews (8)
Steve Rogers
Jan 12, 2022
Report
My parents have been clients of BRI for many years and have always been very happy with the advice and returns received from their investments.
Following the death of my father in 2020, I have supported my mother in all financial matters.
I have found BRI, and particularly Emma Buckley, to be very professional, approachable, friendly and extremely knowledgeable in all aspects of my mother's investments.
Following the death of my father in 2020, I have supported my mother in all financial matters.
I have found BRI, and particularly Emma Buckley, to be very professional, approachable, friendly and extremely knowledgeable in all aspects of my mother's investments.
Gavin Williams
Dec 20, 2021
Report
John Ray
Nov 13, 2021
Report
My wife Dr Catherine Ray and I have benefitted from the services of BRI and Mrs Emma Buckley since 2015, and have felt that our investments are well placed. We do not wish to spend our time following the detailed rise and fall of different investments and have noted that BRI invests well on our behalf. We have in fact enjoyed the services and advice of Emma since about 2008, before she had joined BRI. She has become almost a friend, meeting now on zoom though previously in person.
BRI is not too big to be interested in clients of modest wealth.
We unreservedly recommend both Emma and BRI to those
BRI is not too big to be interested in clients of modest wealth.
We unreservedly recommend both Emma and BRI to those
S. Pat-Son
Aug 25, 2021
Report
Rob Hensser
Jul 22, 2021
Report
Positive: Professionalism, Quality, Responsiveness, Value
Great company to have managing my assets . I have a real confidence that they understand the markets as well as anyone and appear to make the right decisions when it counts. I have known my account manager for many years and absolutely trust his knowledge and advice.
Great company to have managing my assets . I have a real confidence that they understand the markets as well as anyone and appear to make the right decisions when it counts. I have known my account manager for many years and absolutely trust his knowledge and advice.
Mark Stansfeld
Jun 24, 2021
Report
Positive: Professionalism, Quality, Responsiveness, Value
I have had the pleasure of working with BRI for a number of years and the professional approach, focus on the customer needs and overall service has been exceptional. Andy Gillett and his team have been open, transparent and clear in their advice. I look forward to working with the business for many years.
I have had the pleasure of working with BRI for a number of years and the professional approach, focus on the customer needs and overall service has been exceptional. Andy Gillett and his team have been open, transparent and clear in their advice. I look forward to working with the business for many years.
Caroline Landey
Jun 22, 2021
Report
Phil Mk
Jun 11, 2021
Report
We have been involved with BRI since approximately 2016 working with Andy Gillett primarily, and have welcomed his advice and support during these past 5+ years to grow our investment portfolio.
His professionalism has always been assured, and his guidance and direction during preparations for our retirement has been invaluable.
During a recent review of our portfolio, he introduced us to another member of his team, who was equally knowledgeable of financial affairs, and slotted into the discussions perfectly.
We look forward to continuing support from Andy and his team for many years to comeâ€
His professionalism has always been assured, and his guidance and direction during preparations for our retirement has been invaluable.
During a recent review of our portfolio, he introduced us to another member of his team, who was equally knowledgeable of financial affairs, and slotted into the discussions perfectly.
We look forward to continuing support from Andy and his team for many years to comeâ€
