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About You At Brett Investment, our initial focus isn’t on ‘this product’ or ‘this investment’, 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. Chances are it isn’t going to be ISAs or pensions. If you are visiting our site in search of sound financial or investment advice the chances are you also looking for quality answers to some very big questions. Questions like:
At Brett Investment we start by asking you about ‘you’. It’s only once we really know what you want out of life, that we can start giving you the answers.
A Typical Client For you to enjoy a successful investment experience, allowing you to relax and focus on what is important to you now, you need to know that your future is in the very best hands. Our aim is to develop a life-long relationship with you, that is successful for both of us. We are proud of our commitment to achieving our client’s goals and ambitions. But, this commitment takes time. We can’t do it for everyone. For us to continue to provide the level of service our clients have come to expect, we have put a ceiling on the number of clients we will work with. We generally work best with clients who are within 15 years of their desired retirement age or older. The majority have £100,000 or more of pension and/or investment capital to invest or manage (for younger clients this minimum can be waived). |
"Jeremy is our third financial adviser, and a huge improvement on the others in terms of advice and commitment.
He is pro-active where the others were not, and has made us focus on our plans for retirement - a huge achievement! He intends to make his business grow here in the Borders, rather than re-locate to the city, and that makes his company additionally attractive to us." Harry & Senga Griffiths - Creative Director and Financial Director of H.G. Design |
