archive,category,category-saving,category-67,stockholm-core-2.4,select-child-theme-ver-1.0.0,select-theme-ver-9.5,ajax_fade,page_not_loaded,,qode_menu_,wpb-js-composer js-comp-ver-6.10.0,vc_responsive
Title Image



From time to time I am asked to pen an article for the trade press. Below is my latest copy which provides an explanation of the differences between Dimensional Fund Advisers and Vanguard. I write about DFA whereas Vanguard is reviewed by Martin Green of

Brett Investment - WRAP Charges

New lower Wrap charges

We are delighted to announce that following lengthy discussions with Standard Life we have managed to secure a 'large firm' discount on your Wrap charge with immediate effect. This is great news and coupled with the low 'institutional' fund charges you already enjoy -- from

Brett Investments - ISA and Pension Allowances

New ISA and Pension Allowances

Good news in that next year’s ISA allowance has been raised to £11,520. Naturally we will give you the opportunity to use this at your next review meeting either by investing new monies or via our Bed & ISA service.

Brett Investment - ISA Allowance

New ISA Allowance

This year's ISA allowance has been increased to £11,280. Naturally we will be covering this with you at your next planning meeting. Should anyone wish to make use of their allowance before then, either by investing new monies or via a Bed & ISA exercise,

Brett Investment - Inspiring Life

NEW – Inspiring Life!

As film quotes go, there can’t be many better than Forrest Gump’s, "Life is like a box of chocolates …you never know what you're gonna get”.