welcome
our services
financial planning
our people
contact us
library
testimonials
terms of business
wrap account login

client login

Brett Investment’s services are about strategies that work. We are passionate about financial planning and our services are designed to accommodate the needs of as wide a range of individuals and companies as we can.

Our overriding objective is to deliver peace of mind to our clients with regard to their financial planning and investment needs.

In 2008 we were one of only 6 firms short listed for the New Model Adviser of the Year Award (Scotland and Northern Ireland)

Typically our clients are people who really care about their financial future and value the professional input we make, and the added value that this can then create for their investments, pensions and tax affairs.

We offer a FREE, no obligation first meeting at which you can decide whether our services are appropriate to your needs.

For more information, or to make an appointment, please call us on 01896 822520 or email us on jb@brettinvestment.com

View our privacy statement and terms and conditions