ISAs
BRI are HM Revenue and Customs approved ISA managers.
We do not regard ISAs as a separate product, but rather as an integral part of your overall portfolio. We simply look at the ISA as being a tax-efficient wrapper in which certain investments can be held.
You may currently have ISAs held with a number of different managers. Their performance may have deteriorated, there may not be a cohesive asset allocation strategy in place, or you may find it difficult to establish your overall portfolio value at any given point due to valuations from different companies being produced on different dates. Consolidating these investments into one account held at BRI means that your entire portfolio is managed properly and can be appropriately diversified.
Your investments will be summarised in one report, making it much simpler for you to keep informed and to reduce the amount of paperwork you receive.
For more detailed information please click on ISA investment.
Personal Pension Funds
BRI have considerable experience of managing personal pensions. We can run pension funds as stand alone accounts, but we find many clients prefer to have them run as part of their overall investment portfolio, taking advantage of the particular tax benefits that exist within pensions.