Videos

As truly independent advisers, we are free to choose from an unlimited number of fund management groups.
 
We have no vested interest in the investment firms we partner with. The choices we make are based purely on our clients' best interests.
 
 
- Dimensional Fund Advisers (DFA)
 
DFA was set up in America over 25 years ago by leading academics. Today it applies financial science into modern investing and is now one of the largest passive fund management groups in the world. We are able to offer clients privileged access to these funds.  Click here to view >>

 
- Vanguard
 
Vanguard is one of the largest fund management groups in the world and primarily deals with fee-based advisers both in the UK and the US.
 
It now manages $1.7 trillion worth of assets worldwide (as at 01.09.10) and just like DFA has some of the lowest expense ratios on offer.  Click here to view >>
 
 
A Bit of Fun ………
 
Gullibility Life  Click here to view >>
 
The Money Song  Click here to view >>
 
Pixar's Up  Click here to view >>
"Through in-depth discussion Jeremy encourages us to regularly focus on our goals in life and then to financially plan with us to reach our aims.

This approach fully integrates life plans and the financial plans and makes very good sense.

Brett Investment is very client centred and professional and we would happily recommend their services to others."


George & Louise Runciman