The Bettr Blog

Since joining Brett Investment I’ve learnt that becoming successful doesn’t just ‘happen’.

The very nature of being a ‘full-fat’ financial planning business means that we get to rub shoulders with some highly successful and prosperous people.

After a challenging, but strong 2023 for Brett Investment, Team Brett returned to the magnificent Roxburghe Hotel in Kelso to focus on the year that’s been and how we can offer an even better client experience for 2024 and beyond.

Following a hearty breakfast Jeremy led a ‘State of the Nation’ address around our business numbers. A fascinating exercise, it provided a powerful insight into how we’ve progressed to a business now managing over £65 million of client funds.

‘Our Story so far…’

Inspired by IBM’s One-Page Story, Jeremy also captured the evolution of Brett Investment from its inception in 2001 to now being one of Scotland’s leading financial planning businesses. 

We have a stated aim of being a 50-year business – i.e. one that is still thriving in 50 years’ time – and to do this we know that we can’t ‘stand still’. With this in mind I led the afternoon’s topic on ‘Developing our Client Experience’.

I got to share two real-life stories with the Team. Recently retired and entering their ‘Go-Go Years’ we got to hear, in our clients’ own words, how working with Brett Investment has been a truly life changing experience for them.

As well as giving them the confidence to move into their next chapter, our commitment to helping them start living their ‘best life’ has inspired them to do way more of the things they really enjoy with the people that matter most.

Hearing these stories, as Katie said, “helps join the dots“. Every little aspect of what you get to experience with us is designed to help you make more sense of your life and your money.

And by now you will know that I love a good quote! If I could sum up our afternoon and where our focus lies for the coming year it would be this:

“Consistently great customer service doesn’t happen by accident. It happens on purpose!”

Let’s make 2024 the best year yet!

Disclaimer: This document is intended for informational purposes and no action should be taken or refrained from being taken as a consequence of it without consulting a suitably qualified and regulated person.  It does not constitute financial advice under the terms of the Financial Services and Markets Act 2000. It is not an offer to sell, or a solicitation of an offer to buy, the instruments described in this.

Investments involve risks. The investment return and principal value of an investment may fluctuate so that an investment, when redeemed, may be worth more or less than its original value. Past performance is not a guarantee of future results. There is no guarantee strategies will be successful.