Brett Investment was established in 2000 by Jeremy Brett and has since grown to be the leading wealth management and financial planning firm in the Scottish Borders.
Since 2004, Brett Investment has worked with clients on a fee basis, as this is the only way to offer truly objective advice. Experience has shown that once the concept of fees has been properly explained to clients, they much prefer working this way (click on our BettrValue page for more information).
Jeremy was one of the first IFAs in Scotland to pioneer a move to a fee basis and became a CERTIFIED FINANCIAL PLANNER professional in 2007. In 2014 Jeremy also became a Chartered Financial Planner and is now one of only a handful of advisers, in Scotland, to hold each qualification.
It was in 2000 that Jeremy established Brett Investment and this has since grown to be the leading wealth management and financial planning firm in the Scottish Borders.
In 2008 and again in 2011, Brett Investment was one of only five firms to be short-listed for the New Model Adviser of the Year Award (Scotland and Northern Ireland).
Typically Jeremy works best with business owners and those in or within 15 years of retirement.
Jeremy lives in Melrose and is married to Shona with whom he has three children.