We believe a high level of personal service is paramount both in the construction of your portfolio and in our ongoing relationship.
We aim to get to know your requirements well, and your BRI adviser will contact you regularly to ensure that your portfolio continues to meet your needs and expectations.
If you are moving to BRI with an existing investment portfolio, we will not force you into a rigid model portfolio. Our organisation allows flexibility; we will review each investment objectively with regard to its suitability to your requirements.
We are also pleased to accommodate individual restrictions you may wish to place on your portfolio. For example, a common restriction for our clients’ individual equity portfolios is “no tobacco companies”
Your portfolio will be reviewed individually on a regular basis to ensure that it continues to meet your objectives. Needless to say, all BRI investments are monitored continuously and fine-tuned to take account of changing economic and market circumstances.
Through our Nominee service, BRI’s administrative team will look after all day-to-day paperwork affecting your portfolio.
Should you wish to receive income from your portfolio, it can be paid directly to you on a regular basis at times agreed with you.
We will report to you twice yearly. Should you require a valuation at any other point, please contact your BRI adviser.