A Short Story about ‘Tax’….and ‘Beer’!
Who knew that drinking beer could be perfect preparation for my next exam?! It’s in May by the way...
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.
Who knew that drinking beer could be perfect preparation for my next exam?! It’s in May by the way...
The older (and more mature) I get the more I realise that spending money on the stuff I enjoy, with ...
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.
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.