Brett Investment was established in 2000 by Jeremy Brett and has since grown to be the leading wealth management and financial planning firm in the Scottish Borders. Since 2004, Brett Investment has worked with clients on a fee basis, as this is the only way to offer truly objective financial advice.
In 2008 and again in 2011, Brett Investment was one of only five firms to be short-listed for the New Model Adviser of the Year Award (Scotland and Northern Ireland). In 2008, Brett Investment - along with a handful of other like-minded independent financial advisers - set up the Trusted Adviser Group (TAG), to maintain better standards of business integrity and professional accountability.
In 2008 and again in 2011, Brett Investment was one of only five firms to be short-listed for the New Model Adviser of the Year Award (Scotland and Northern Ireland). In 2008, Brett Investment - along with a handful of other like-minded independent financial advisers - set up the Trusted Adviser Group (TAG), to maintain better standards of business integrity and professional accountability.
Services
At Brett Investment, our initial focus isn't on your 'financial products' or 'investments', it's on you. That's not to say that the right product or investment approach isn't important. It is. But it should only be addressed once we understand what is most important to you. Chances are it isn't going to be your ISAs or pensions.
In 2008, Brett Investment, along with a group of other like-minded professionals, formed a study group to connect their firms. These financial advisors faced similar business challenges as they moved from a traditional financial services model to an independent fee-based advisory business. They also had compatible investment beliefs and high standards for client service and fiduciary responsibility.
Since investing with Brett Investment, we have worked together to get a clear understandable plan for our future which gives us confidence and security knowing what kind of lifestyle we can lead. In addition, we have seen gains in our portfolio in a short space of time which is a reassuring indicator.
This stage is all about getting to know you. Our 'Discovery Meeting' will help us to identify what's important to you and give us an understanding of the things you want to achieve in your lifetime, particularly the sort of lifestyle you want to enjoy now and later in life. Once we understand what is important to you, we will analyse the information you have provided us with and assess your current situation.
At Brett Investment we have rigorously tested and constructed a series of BettrInvest Portfolios which we believe will help maximise your chances of having a successful investment experience. Most new clients who come to us for pension and investment advice, have very little understanding of the risks they are taking nor the costs that they are currently paying.
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