Our services

At Bridge Investments Partners we take the time to ensure our financial service advice is tailored to your needs. Our services covers all aspects of savings & investments, retirement planning, pensions, estate planning and financial protection for both personal investors and business owners.

As stockbrokers and independent financial advisers that are not tied to any financial service providers, we are able to access an unlimited range of products and services that will help you reach the financial goals, which are intrinsically linked to your lifestyle goals. We don’t chase fads, we recommend a diversified mix of investments that have the potential to perform well over the long term, while helping to reduce risk.

The list of financial services below provides you with an idea of how we help our clients. Also take a look at our webpages for individuals and small businesses, there are useful guides to download. Our guides have been devised to help our clients and give details of how Bridge Investment Partners can help. We also recommend you read our “Market news” blogs which reflect on financial services issues that affect our clients and keep you up to date with government policy changes as well as providing additional guidance on financial products and services.

Investment Planning

  • NISAs
  • Mutual Funds – Unit Trusts / OEIC
  • Investment Trusts
  • Fixed Income – Bonds & Gilts

Retirement Planning

  • Annuities
  • Employer Pension Schemes
  • Personal Pension
  • Stakeholder Pensions
  • SIPPS
  • Drawdown

Health & Income Protection

  • Critical Illness Protection
  • Income Protection
  • Term Assurance
  • Whole of Life Assurance
  • Key Person (Keyman) Insurance
  • Long Term Care

Tax and Inheritance Planning

  • Inheritance Tax
  • Capital Gains Tax
  • Trusts / Gift Trusts
  • Discounted Gift Trusts

Financial Check Up

  • Wealth Management & Portfolio &  Pension Review

Tier 1 Visa Investor Advice

Please note: Trust Advice, Tax Planning and some forms of Estate Planning are not regulated by the Financial Conduct Authority.