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.
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.
With the continued heart-breaking footage coming out of Ukraine and with more sanctions being imposed against Vladimir Putin and his cronies I am sure you might be wondering if you have any exposure to the Russian Financial Markets.
For those of who have been round the block a few times with us will know that we place a great deal of emphasis on keeping your investment costs as low as possible.
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.
I do not think I can quite describe this as an epiphany, but I was definitely hit by a mid-lockdown ‘moment of realisation’ that all was not as it should be at Brett Investment…
Firstly, I would like to say thank you for the warm welcome and messages of support I have received since joining Jerry and the team at Brett Investment.
Nucleus, our main Wrap Account partner, has acquired the UK business and assets of Glasgow firm Genpact Wealth Management UK, trading as OpenWealth, in a £1.5m cash deal.
If ever there was a need to be reminded that stock markets respond to news (especially of the bad variety), the onset and spread of coronavirus is it.
Some of you will know that I turned 50 this year (eek!) which got me thinking about what I have done and what I still wish to do