A better structure and more
disciplined approach to investing
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. Experience has shown that once the concept of fees has been properly explained to clients, they much prefer working this way (click on our BettrValue page for more information).
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.
Jeremy started his career in financial services back in 1992 and having experienced both the good and the bad of the industry, set up his own business in 2000.
He was one of the first Independent Financial Advisors (IFAs) in Scotland to pioneer a move to a fee basis and became a CERTIFIED FINANCIAL PLANNERCM professional in 2007.
Why use a CERTIFIED FINANCIAL PLANNERCM professional
A CFPCM professional is someone you can trust.
A CFPCM professional is a Financial Planner who has completed a high level qualification.
A CFPCM professional adheres to strict rules and regulations so you can always be sure you’re receiving the best advice.
A CFPCM professional talks with you to ascertain what you really want from life and how you can achieve this with healthy finance.
In 2014, Jeremy also became a CII Chartered Financial Planner.
As the leading professional body for the global financial services profession, the Chartered Insurance Institute (CII) exists to promote higher standards of integrity, technical competence and business capability. With over 115,000 members in more than 150 countries, the CII is the world’s largest professional body dedicated to insurance and financial services.
Chartered status is only given to financial planners that have attained and maintain the highest and most prestigious level of professional achievement.
Married with a young family and living in Melrose, Jeremy is involved in the local community being actively involved in the local rugby and cricket clubs.
CFPCM, CERTIFIED FINANCIAL PLANNERCM and are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. Institute of Financial Planning is the marks licensing authority for the CFP marks in the United Kingdom, through agreement with FPSB.