Brett Investment: Investing news and views
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Brett Investment: Investing news and views

News & Views

Better knowledge of what is happening
in the world of investing

News & Views

Better knowledge of what is happening in the world of investing

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


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. ...