Jeremy Brett CFP®

Supporter
DISC Type : s

Managing Director at Brett Investment Limited

Melrose, Scotland, United Kingdom

Overview

Jeremy is the Managing Director and founder of Brett Investment, where he specializes in helping business owners and professionals transition into retirement. He is a Chartered Fellow and a Certified Financial Planner who started his firm in 2000. People who recommend him describe him as focused, strategic, imaginative, and highly ethical.

Outside of work, Jeremy is married with three adult children. He has a passion for travel and is heavily involved in rugby, both as a fan of Melrose 7s and as a coach. He also hosts an annual client golf day at Melrose Golf Club.

His firm, Brett Investment, commits to donating 1% of its turnover to humanitarian and environmental causes.

Personality Overview

Procedural

Slow To Decisions

Risk-averse

They are unlikely to become strong champions as they don't prefer pushing other people.  They are good and approachable with everyone, internally and externally. They usually go by the book, following all rules and procedures.

Topics They Care About

Retirement Transition
This is his core professional focus, helping clients in their 50s create a "BettrFuture Life Plan" for a confident retirement.
Financial Philosophy
He recently read and was impressed by the book "Die With Zero, " showing an interest in the deeper principles of using wealth to maximize life experiences.
Rugby
He is a rugby coach and also attends local tournaments like the Melrose 7s, indicating a strong personal passion for the sport.

Media Appearances

Jeremy has no verified media appearances

Work History

1-2001
Managing Director at Brett Investment Limited
1-2001
Chartered and Certified Financial Planner at Brett Investment Limited
8-1997 - 12-2000
IFA at JRG Financial Consultancy

Education

1986 - 1992
BSc from Scottish College of Textiles

More Information

Social Presence :

Prographics :

Exp : 28 Location : Melrose, Scotland, United Kingdom Job Level : Mid-senior Designation : Managing Director at Brett Investment Limited
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Insights For Selling To Jeremy

During A Call Or A Meeting

DO's

  • If possible, connect them to existing customers
  • Use phrases like ‘others say that’, ‘zero risk in’, ‘seen proof of’ etc.
  • Talk about refund and cancellation policy if the need arises

DONT's

  • Avoid saying anything that sounds like a risky proposition
  • Don’t keep pushing them for a straight answer, just make your own conclusions
  • Don’t rush them to make quick decisions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jeremy is

  • Low risk, approval of other stakeholders and successful process-based evaluation are most important for them.
  • Will you ever get a clear answer from Jeremy

  • They don’t say no very often, and can take you around in circles sometimes.

Insights For Deal Planning

    How fast (or slow) will Jeremy move?

  • They do not like to rush, so they could be slow in making decisions.
  • Can Jeremy take some risk or not?

  • They are risk-averse and like to make decisions that others support.

You And Jeremy

Personality Compatibility


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