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
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
‘Financial planner’ and ‘Elton John’ don’t often get to feature in the same sentence but if as Elton sings “sorry seems to be the hardest word” maybe it should happen a wee bit more…
For quite some time we have discussed how Brett Investment can contribute towards a 'BettrWorld'. More recently we have spoken about making a financial commitment to causes we feel can make a real difference.
A funny thing happened to me the other day - I bumped into a couple who I’d had a pre-Covid‘ Discovery’ meeting with some two years before. They seemed particularly pleased to see me, quickly crossing the street to say hello and to thank me.
This month, Brett Investment turned 20. Jeremy Brett takes a prospective look back at the next twenty years.