Our ‘low carbon’ BettrInvest Portfolios
In our quest to help ‘make the world a Bettr place together’ we have added a new low carbon filt...
Brett Investment are independent financial planners and investment advisors, based in the Scottish Borders.
We work best with retirees and/or executives/business owners aged 45+. We get that planning for your future isn’t just about your pensions and investments, but is instead more about you, your family and the life that you wish to lead.
Only once we have understood what is important to you and listened to your dreams and ambitions of how you wish to spend the rest of your life, will we then talk to you about a financial plan that can help make those dreams reality. That way, you become our client and not just your money.
Our approach to financial planning is called ‘BettrPlanning’ and enables you to stop worrying about money and instead live your life in accordance with your values and not your fears.
If you want help making those dreams of yours reality why not give us a call or email us on jb@brettinvestment.com
The guidance contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
In our quest to help ‘make the world a Bettr place together’ we have added a new low carbon filt...
Growing up I used to think my accomplishments would bring me the most joy in my life, but now I know...
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, our initial focus isn’t on your ‘financial products’ or ‘investments’, it’s on you. That’s not to say that the right product or investment approach isn’t important. It is. But it should only be addressed once we understand what is most important to you.