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
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
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
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??
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.