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Brett Investment are independent financial planners and investment advisors, based in the Scottish Borders.
We work best with retirees and/or executives/business owners aged 45+. We get that planning for your future isn’t just about your pensions and investments, but is instead more about you, your family and the life that you wish to lead.
Only once we have understood what is important to you and listened to your dreams and ambitions of how you wish to spend the rest of your life, will we then talk to you about a financial plan that can help make those dreams reality. That way, you become our client and not just your money.
Our approach to financial planning is called ‘BettrPlanning’ and enables you to stop worrying about money and instead live your life in accordance with your values and not your fears.
If you want help making those dreams of yours reality why not give us a call or email us on firstname.lastname@example.org
The guidance contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
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.
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.
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. Our meetings are consultative and personal with all decisions made after full discussion and clear explanation.
Brett Investment's approach of identifying our future needs/goals and then working out how to achieve them is a vital approach to reduce the lottery of financial planning. Much bettr than the previous IFA approach of ticking the boxes of financial products that would have left the future very uncertain.
Just to say many thanks for a very positive meeting yesterday. Hilly and I came away feeling well satisfied that we are able to continue enjoying life without too much stress on the old finances and should be able to carry on with our present lifestyles for some time to come. Very satisfied with the way you are managing affairs and hope this will continue into the future.
Through in-depth discussion Jeremy encourages us to regularly focus on our goals in life and then to financially plan with us to reach our aims. This approach fully integrates life plans and the financial plans and makes very good sense. Jeremy simplifies a complex subject keeping us well informed of the latest changes and adjusting our mindset to suit the current legislation. Brett Investment is very client centred and professional and we would happily recommend their services to others.
We have been with Brett Investment now for three years. His small team have made an effort to get to know us and so the service we receive feels very personal. Jeremy has helped us to focus on what we want out of life and is helping us realise our plans. The peace of mind we have from knowing our finances are being so well managed is priceless.
Brett Investment provides an excellent service, be it on a business or on a personal level. I have found the company's advice regarding investment opportunities particularly helpful - everything is explained fully, no matter how complex the subject. I am pleased to see the results in comparison to the experiences one reads or hears about in the media. I get the feeling that Brett Investment are ahead of the game.
Like many people, I spend the majority of my time planning for my business, but pay little or no attention to my own finances. Brett Investment has developed a personal plan for me that allows me to take much greater control of my financial affairs, and plan for the future. Everything now makes much more sense, and I only wish I had got in touch with Brett Investment sooner!
Jeremy is our third financial adviser, and a huge improvement on the others in terms of advice and commitment. He is pro-active where the others were not, and has made us focus on our plans for retirement - a huge achievement! He intends to make his business grow here in the Borders, rather than re-locate to the city, and that makes his company additionally attractive to us.