Our people

Brett Investment was established in 2000. In 2008 it was one of only six firms short-listed for the New Model Adviser of the Year Award (Scotland and Northern Ireland).

Jeremy Brett CFP Dip PFS is a Certified Financial Planner; one of only a handful throughout Scotland. He currently serves on the Scottish committee of the Institute of Financial Planning.

Your contact with Brett Investment will be with a small dedicated team including:

Katie Young - Brett Investment's client services coordinator has been with Brett Investment almost since its inception.

Shona Brett - manager of the Melrose office, with responsibility for handling the administrative side of the business.

Rachel Barwick - the firm’s client services administrator.