Testimonials - Brett Investment
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Brett Investment: Successful investment experiences

Testimonials

A better chance of having a successful
investment experience

Testimonials

A better chance of having a successful investment experience

The majority of our clients are referred to Brett Investment by existing clients and other professionals. Here are some of the kind words they have for us:

“In an era in which we no longer have a personal relationship with our bank managers or lawyers, we greatly value the interest that Jeremy takes in our lives and our ambitions, and the way he uses that information to shape his advice and support.”

Neil & Pippa Dickson

“Jeremy Brett is generous with his time. He really tries to help me understand my financial situation and I come away feeling reassured. I feel grateful for the clarification he provides, and I feel confident that he will be helpful if I require further explanations. His staff are also excellent.”

Joyce Forrest

“Brett Investment provides an excellent service, be it on a business or on a personal level. I have found the company’s advice regarding investment opportunities particularly helpful – everything is explained fully, no matter how complex the subject. I am pleased to see the results in comparison to the experiences one reads or hears about in the media. I get the feeling that Brett Investment are ahead of the game.”

Alistair Buchan

Former Proprietor, Lochcarron of Scotland

“We have been with Brett Investment now for three years. His small team have made an effort to get to know us and so the service we receive feels very personal. Jeremy has helped us to focus on what we want out of life and is helping us realise our plans. The peace of mind we have from knowing our finances are being so well managed is priceless.”

Mike & Wendy Davidson

“Since investing with Brett investment we have worked together to get a clear understandable plan for our future which gives us confidence and security knowing what kind of lifestyle we can lead. In addition we have seen gains in our portfolio in a short space of time which is a reassuring indicator. Our meetings are consultative and personal with all decisions made after full discussion and clear explanation.”

Gary Adamson

“Jeremy is sensitive to our needs and wishes. He was able to clarify our investment portfolio by clear explanations and visual charts which helped us to understand better. He is always very professional and always shows interest in our family life which adds a personal touch. Staff are always welcoming. I would not hesitate in recommending Brett Investment.”

Barbara Adams

“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

“Like many people, I spend the majority of my time planning for my business, but pay little or no attention to my own finances. Brett Investment has developed a personal plan for me that allows me to take much greater control of my financial affairs, and plan for the future. Everything now makes much more sense, and I only wish I had got in touch with Brett Investment sooner!”

Gordon Brown

Managing Director, GB Telecom

“Jeremy makes you feel important and gives you the info you need at the level you can understand. Sound advice even if it is not what you expected.”

Martin Cox

“Brett Investment understands the anxieties that come with investing and at each meeting manages to reassure the client so that they leave feeling positive about the future.”

Mrs Lorna Roberts

“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. Jeremy simplifies a complex subject keeping us well informed of the latest changes and adjusting our mindset to suit the current legislation. Brett Investment is very client centred and professional and we would happily recommend their services to others.”

George & Louise Runciman

“Just to say many thanks for a very positive meeting yesterday. Hilly and I came away feeling well satisfied that we are able to continue enjoying life without too much stress on the old finances and should be able to carry on with our present lifestyles for some time to come. Very satisfied with the way you are managing affairs and hope this will continue into the future.”

Mr & Mrs B. Kelso

“We feel that our finances are secure with Brett Investment. The staff are like old friends and Jeremy uses everyday examples to explain his strategy. Suits us very well.”

Robert & Sophia Duncan

“Jeremy gave me a very comprehensive view of my investments. He also provided me with a fantastic picture of what income I would have on retirement.”

Frank Steele

“We have been very satisfied with the service provided by Brett Investment and over the years and the management of our finances has remained secure to the extent that we can look forward to our late years with a degree of satisfaction knowing that our lifestyle is affordable.”

Peter Bowyer

“It is good to have financial check-ups and Brett Investment have all the tools and resources to do this in a very professional yet friendly way. Jeremy provides an independent focus on your priorities in the light of changing circumstances and legislation. I have always found his service excellent and recommend him wholeheartedly.”

Ian Purves

“I find them welcoming friendly and Jeremy spends time with you. If your not sure about something, he takes the time to explain it no matter what it is. On the financial side they will give you guidance but at the end of the day they allow you to do what you want. It’s a small business and I like that. You are treated like a friend not just a number.”

Linda Geatons

“Jeremy and his team are always welcoming and friendly. They are organised and efficient and I trust them implicitly with my finances. My annual meeting is always a joy and I would thoroughly recommend Brett Investment to anyone.”

Rebecca Williams

“Brett Investment’s approach of identifying our future needs/goals and then working out how to achieve them is a vital approach to reduce the lottery of financial planning. Much bettr than the previous IFA approach of ticking the boxes of financial products that would have left the future very uncertain.”

David Forrest

“Since investing with Brett investment we have worked together to get a clear understandable plan for our future which gives us confidence and security knowing what kind of lifestyle we can lead. In addition we have seen gains in our portfolio in a short space of time which is a reassuring indicator. Our meetings are consultative and personal with all decisions made after full discussion and clear explanation.”

Gary Adamson

“Very friendly staff, everyone is efficient, polite and knowledgeable and go that little bit further than others. The little things that make a big difference are what you notice.”

Ted Moralee

“All one has to do is to look at your investment to see how well it is being looked after. Thank you Jeremy.”

Mr L. & Mrs H. M. Stewart