The Bettr Blog

Helping successful business owners, do more of what they enjoy in life with the people that matter most…

Do more now | Invest with confidence | Minimise tax

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Invest with confidence
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What We Believe

What We Believe

“Faith is the bird that feels the light when the dawn is still dark.” Rabindranath Tagore What We Believe If we ever needed (another) lesson on how the stock market works surely 2023 provided...

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A Bettr World & Community

A Bettr World & Community

As part of our responsibility as a successful business, we have (since 2021) committed to donating 1% of our business turnover to local and global humanitarian and environmental causes. These...

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2023 – Where did it go?!

2023 – Where did it go?!

As we bid farewell to an incredibly quick 2023, here’s what we noticed/did along the way… Faith in the markets proved right again Whilst some misguided people fell to the temptation of a 5% cash...

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Nucleus Reduce Platform Charges

Nucleus Reduce Platform Charges

From the 1st of December 2023, Nucleus reduced their platform charge on investments between £200k and £500k (from 0.33% to 0.30%). A full summary of Nucleus Wrap Charges and changes can be found in...

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It happens on purpose…

It happens on purpose…

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.

I’ve learnt that becoming successful doesn’t just ‘happen’.

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Can there be too much of a good thing?

Can there be too much of a good thing?

Looking back at 2023, it has been a highly positive year for your investment portfolio, with all funds demonstrating either excellent or good returns at the time of writing.

However, as in any financial journey, occasional anomalies may arise.

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Getting Bettr!

Getting Bettr!

Jeremy and I recently attended the annual CISI conference, rubbing shoulders with the elite of the UK Financial Planning community.

It is an event we always look forward to, knowing we will return energised and optimistic, and armed with a fistful of ‘golden nuggets’ to help improve what we do here.

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Human-beings, AI and Chimps

Human-beings, AI and Chimps

Nick and I have just returned from a fabulous two days at the CISI (Chartered Institute for Securities & Investment) Annual Conference in Surrey.

Whilst involving a fair bit of travel (and late nights!) we always come away from this two-day retreat inspired and energised to do more.

This year’s conference was no exception, and it brought forth a star attraction that was not a financial wizard or AI tech guru… but a chimp!

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Do It Now!

Do It Now!

Anyone that knows me will recognise that rugby is a game that I love. I played it, I coach it and I love watching it especially when Scotland are playing. So, I am relishing the prospect of Scotland...

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