Colin joined Brooks Macdonald in 2010 and manages bespoke discretionary portfolios on behalf of a range of clients. Prior to joining Brooks Macdonald, Colin worked at Heartwood Wealth Management, where he managed private client portfolios, pensions and trusts. He also worked at Schroders, Kilik & Co and Merrill Lynch. He has over 20 years’ experience in financial services. Colin holds the Chartered Institute for Securities & Investment (CISI) Chartered Wealth Manager Qualification, the Certificate in Private Client Investment Advice & Management (PCIAM), the Investment Management Certificate (IMC), the Certified Financial Planner certification and is a Member of the CISI. Coli
Colin Barrett
Senior Investment Management Director
Brooks Macdonald
United Kingdom, England, Speldhurst
About Me
Profile Information
Senior Investment Management Director
Brooks Macdonald
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Speldhurst
England
United Kingdom
Sep 6, 2024
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