Jeremy Brett CFP®
Login to view DISC.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.
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DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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