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A better way of aligning interests


Like most Independent Financial Advisor (IFA) firms, Brett Investment, is fee-based. We are also not owned by any institution, so our advice is not tainted by conflicts of interest, i.e. we work for you.

Value for money

Clients can take reassurance that Brett Investment’s fees are offset by:

Low investment costs (our portfolios only ever invest in institutionally priced units. This cost saving is passed onto you)

A strong emphasis towards reducing the tax impact of your strategy

The targeting of types of shares where the expected returns are greater

Keeping you disciplined so that your portfolio stays on track through all market conditions.

All of the above adds value. This and the nature of our fee-based compensation structure require us to deliver a consistently high level of service.

Our annual planning fee includes pre-scheduled forward planning meetings, an updated personal cashflow forecast, investment tutorials, liaison with your professional advisors, and a lifetime relationship – all for less than the cost of an average UK unit trust portfolio (Source: Hargreaves Lansdown Multi-Manager Balanced Trust).