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Author:Brett Investment

Brett Investment - WRAP Charges

New lower Wrap charges

We are delighted to announce that following lengthy discussions with Standard Life we have managed to secure a 'large firm' discount on your Wrap charge with immediate effect. This is great news and coupled with the low 'institutional' fund charges you already enjoy -- from...

Brett Investment - Europe's Enconomies

Pigs can fly!

During the depths of euro crisis, the countries at the periphery of the Eurozone, with the greatest debts and weakest economies, became known collectively as the Piigs. They were Portugal, Italy, Ireland, Greece and Spain. ...

Brett Investment - Low Cost Index Funds

The new, new school of investing

It remains a mystery to me that actively-managed funds continue to dominate our industry despite the overwhelming evidence that they fail to deliver for investors. Why then is this the case? ...

Brett Investment - Dimensional Fund Advisors

Dimensional just got cheaper…

One of the ways in which we can help is to buy your investments for you at low (institutional) prices. We are also one of a limited number of high quality firms with access to Dimensional Fund Advisers (DFA) funds. DFA is very committed to...

Brett Investments - ISA and Pension Allowances

New ISA and Pension Allowances

Good news in that next year’s ISA allowance has been raised to £11,520. Naturally we will give you the opportunity to use this at your next review meeting either by investing new monies or via our Bed & ISA service. ...

Brett Investment - Fee Based Financial Planning

How we pioneered a shift to fees

In 2004 Brett Investment was one of the first IFA firms to pioneer a switch to fee-based financial planning as we saw that this would offer clients better value, transparency and control. ...