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Brett Investment

BettrPlanning for a BettrLife

Brett Investment

A Better Life – some questions to ask yourself…

“What would you like to do more of in life?”

“Who would you like to spend more time with?”

“What’s your money actually for?”

If these questions/sentiments chime, don’t worry you are not alone!

For years we have been helping clients answer these types of questions and then building a plan to help them start living the very best version of their life.

We call this “BettrPlanning for a BettrLife”.

Life is short and time waits for no one. Let’s chat.

 

The guidance contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

Recent News & Views

Brett Investment: Wealth Management, Financial Planner

About Brett Investment

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.

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Brett Investment: Investment Advice

About You

At Brett Investment, we always start by asking you about ‘you’. Whilst many of our clients are now in their 60s/70s or older, we tend to find that our new clients find us that bit earlier – typically in their 40s and 50s.

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Brett Investment: BettrPlanning - Financial Planning

BettrPlanning

A better process for investing in your future.

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Brett Investment: BettrInvesting - investment

BettrInvesting

BettrInvesting for a BettrLife.

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Brett Investment: BettrLife - pensions and investments

Your BettrLife Plan

A better understanding of how much is enough.

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Brett Investment

BettrValue

A better way of aligning interests.

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Melrose Rugby Club

BettrCommunity

Making better links with the local community.

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Brett Investment: Investing news and views

BettrWorld

Taking better care of our planet.

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  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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 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