Once again, we were treated to a fabulous afternoon at Melrose Golf Club on Friday, for the annual Brett Investment Client Golf Day. The sun shone (very strongly!) and we were treated to a near perfect couple of hours on the course.
We are close to launching our brand-new website. The journey has been nothing short of fascinating, and we’re looking forward to unveiling the website (mark 3) to you over the new few weeks.
Version (V1) of Brett Investment was very different to what we offer our clients now. It has moved from financial advice (our version 1) to financial planning (V1 + cash flow planning = our Version 2) to what you now get to experience (V2 + a
It's close to 3 years since I joined Brett Investment and in this short time I’ve loved getting to understand the power of ‘proper’ financial planning.
It’s maybe this time of year (with the Brett family summer holiday just around the corner) but I find myself moving into introspection mode. In truth, I’ve been thinking about this for a while so I wanted to take a moment to reflect on the power
Who knew that drinking beer could be perfect preparation for my next exam?! It’s in May by the way (up next is RO3 - Tax), and good timing to be fair as the recent April Budget made several changes to different taxes
The older (and more mature) I get the more I realise that spending money on the stuff I enjoy, with the people I want to be with, makes me happier…
Whilst 2022 proved a difficult year for most investors, from a personal perspective the year finished well with me passing my first exam (for those interested it was the exciting subject of Regulation & Ethics!). For a while it felt like a hurdle that I was
After a rip-roaring year in 2021, global stocks were disappointing in 2022. No region was immune from the pain, with US, developed, and emerging markets all ending the year deep in the red. Compounding this was an equally painful fall in the value of bonds. Each asset
I know that the odds of crashing are very low – I know I am going to land safely. I know all this but why am I now so twitchy about flying…and what has this got do with how you might be feeling right now??