by Brett Investment | Sep 12, 2023 | Better Life, BettrWorld, Brett Investment, Client Service, Coaching, Community, Dimensional, Discipline, Financial Advice, Financial Industry, Happiness, Inspiration, Investing, Jeremy Brett, Knowledge, Life is short, Living life, Nick Alston, Retirement Planning, Saving, Stock Markets, Trusted Adviser Group, Vanguard, Your best life
As Jeremy’s latest article, ‘V1 to V3 and back again’ alludes to it has been an almost 25-year journey of improvement for Brett Investment. Over this time what we do for you (our clients) has evolved hugely and therefore to better capture this we are...
by Brett Investment | Feb 8, 2023 | Brett Investment, Client Service, Coaching, Discipline, Financial Advice, Financial Industry, Happiness, Inspiration, Investing, Life is short, Living life, Stock Markets
Whilst 2022 proved a difficult year for most investors, from a personal perspective the year finished well where I passed 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 worried...
by Brett Investment | Nov 29, 2022 | Brett Investment, Dimensional, Financial Advice, Financial Industry, Inspiration, Investing, Knowledge, Living life, Uncategorized
Like any good story I guess we should start at the beginning… It was just over 3 years ago, and over a cup of coffee, that Jeremy dropped a bombshell by tentatively asking if I’d consider joining Brett Investment. At that point I was a PE Teacher (albeit a less than...
by Brett Investment | Nov 29, 2022 | Awards, Brett Investment, CISI, Financial Advice, Financial Industry, Investing, Knowledge
We are delighted to share that Jeremy has recently been awarded the status of CFP ™ Chartered Fellow (Financial Planning) of the Chartered Institute for Securities & Investment. This represents the highest level of CISI membership and is recognised as the gold...
by Brett Investment | Oct 28, 2022 | Brett Investment, Buy and Hold, Coaching, Dimensional, Financial Industry, Investing, Stock Markets
“The stock market is a device for transferring money from the impatient to the patient” – Warren Buffet Occasionally a client will ask me why we rarely change our portfolios. I think this is a fair and legitimate question at the best of times and with all that...
by Brett Investment | Sep 9, 2022 | Brett Investment, Buy and Hold, Client Service, Coaching, Dimensional, Discipline, Financial Advice, Financial Industry, Happiness, Investing, Knowledge
Perhaps understandably the words ‘financial planner’ and ‘sorry’ don’t get to feature in the same sentence all that often. But if Elton John’s lyric “sorry seems to be the hardest word” is true maybe they should. Indeed, as Shona happily tells me, saying...
