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.

Since 2004, Brett Investment has worked with clients on a fee basis, as this is the only way to offer truly objective 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 Fees v Commission 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).

About Jeremy Brett

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 IFAs in Scotland to pioneer a move to a fee basis and became a CERTIFIED FINANCIAL PLANNER^CM  professional in 2007.

Married with a young family and living in Melrose, Jeremy currently serves on the Scottish committee of the Institute of Financial Planning and is a regular features writer for the Southern Reporter.

Why use a CERTIFIED FINANCIAL PLANNER professional

• A CFP professional is someone you can trust
• A CFP professional is a Financial Planner who has completed a high level qualification
• A CFP professional adheres to strict rules and regulations so you can always be sure you're receiving the best advice  
• A CFP professional talks with you to ascertain what you really want from life and how you can achieve this with healthy finance

CFP^CM, CERTIFIED FINANCIAL PLANNER^CM and are cetification 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.