BettrPlanning: Our approach to financial planning
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.
Financial Planning, Investment Advisors, Financial Planners
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Brett Investment: BettrPlanning - Financial PlanningSlide thumbnail

BettrPlanning

A better plan for achieving
your specific goals

Read more >

Brett Investment: BettrInvesting - investmentSlide thumbnail

BettrInvesting

Better comprehension of what works
and what doesn’t work when investing

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Brett Investment: BettrLife - pensions and investmentsSlide thumbnail

BettrLife

A better method for working out
what you need to live the life you want

Read more >

Brett InvestmentSlide thumbnail

BettrValue

Better value through lower
investment costs

Read more >

Brett Investment

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 jb@brettinvestment.com

 

The guidance contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

Recent News & Views

Brett Investment: Wealth Management, Financial Planner

About Us

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.

Brett Investment: Investment Advice

About You

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.

Brett Investment: BettrPlanning - Financial Planning

BettrPlanning

A better plan for achieving your specific goals

Read more >
Brett Investment: BettrInvesting - investment

BettrInvesting

Better knowledge of what does and what doesn’t work when investing

Read more >
Brett Investment: BettrLife - pensions and investments

BettrLife

A better method for working out what you need to live the life you want

Read more >
Brett Investment

BettrValue

Better value through lower investment costs

Read more >