Brett Investment, Author at Brett Investment - Page 3 of 7
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Author:Brett Investment

Trusted Adviser Group (TAG)

In 2008, we (Brett Investment), along with a group of other like-minded professionals, formed a study group to connect our firms. All of us faced similar business challenges as we moved from a traditional financial services model to an independent fee-based advisory business....

Brett Investment - Pensions 2015

Freedom!!!!

2015 is set to herald some brand new rules which are set to transform the way pensions are viewed. George Osbourne has radically swept aside some of the restrictions (and taxes) associated with accessing your pension giving the UK one of the best, and most...

Brett Investment - Enjoy the Journey

Whatever we do – let’s not miss this trip!

Let's imagine that we're on a train journey of several days and we know that at the end of the trip there will be a big wonderful party with a great band, flags will be waving and all our friends/family will be waiting there for...

Brett Investment - Internet Fraud

Internet Fraud

A growing area of financial crime is organised gangs attempting to hack email accounts. Once hacked, the criminals identify those financial services firms with whom the victim has a relationship with and then attempts to withdraw their investments. ...

Brett Investment - Fund Management Charges

The Lidl Effect…

One of the newest, but best, effects of true price competition here in the UK has been the way that Lidl has changed the shopping habits of many. In the murky world of fund management charges Vanguard has been having a similar effect. ...

Brett Investment - Pensioner Bonds

Pensioner Bonds pay up to 4%

For those of you fortunate enough to be over the age of 65 the Government's "pensioner bonds" are offering some very attractive rates for you. The Chancellor has announced that they will pay 2.8% p.a. for a one-year bond and 4% p.a. for a three-year...

Brett Investment - Investing Pressures

‘Tis the season…

I don’t know about you but normally when I get this close to Christmas the stress of finding that right present (in my case for Shona) can really get to me. Even with the advent of the internet, Christmas shopping must be close to the...

IN THE NEWS…

From time to time I am asked to pen an article for the trade press. Below is my latest copy which provides an explanation of the differences between Dimensional Fund Advisers and Vanguard. I write about DFA whereas Vanguard is reviewed by Martin Green of...



This article is distributed for educational purposes and should not be considered investment advice or an offer of any security for sale. This article contains the opinions of the author but not necessarily the Firm and does not represent a recommendation of any particular security, strategy or investment product. Information contained herein has been obtained from sources believed to be reliable, but is not guaranteed.

Past performance is not indicative of future results and no representation is made that the stated results will be replicated. Errors and omissions excepted.