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Do more now | Invest with confidence | Minimise tax
Do more now
Invest with confidence
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.
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!
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...
Once again, we were treated to a fabulous afternoon at Melrose Golf Club on Friday, for the annual Brett Investment Client Golf Day. The sun shone (very strongly!) and we were treated to a near perfect couple of hours on the course.
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.
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 genuine focus on your happiness and fulfilment = our Version 3).
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.
It’s maybe this time of year (with the Brett family summer holiday imminent) but I find myself moving into introspection mode. In truth, I’ve been thinking about this for a while so I wanted to take...
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… pressing me to keep my finger on the pulse.