Better comprehension of what works
and what doesn’t work when investing
At Brett Investment we have rigorously tested and constructed a series of BettrInvest Portfolios which we believe will help maximise your chances of having a successful investment experience.
Most new clients who come to us for pension and investment advice, have very little understanding of the risks they are taking nor the costs that they are currently paying. At Brett Investment, we will explain this to you and then structure a BettrInvest Portfolio that reliably minimises both the risk and costs necessary to achieve your goals.
Through this, clients of Brett Investment gain privileged access to sophisticated low-cost funds on institutional terms not normally available to the vast majority of retail investors. We also add value by investing your money in the most tax-efficient way possible.
Reviews are carried out on your investment portfolio on a regular basis, meaning that you can be sure your money is working as effectively as it can be.
Past performance is no guarantee of future returns. The value of a unit linked investment is not guaranteed on encashment and you may not get back the full amount invested.