Brett Investment Limited
Investment and advice, Wealth/investment advisor
Brett Investment Limited, 5 St. Dunstans Lane, Melrose Borders, TD6 9RS
Summary
Brett Investment Limited is a Melrose Borders-based wealth/investment advisor. It was first authorised by the FCA in 2025. It has permissions related to investments and pensions.
Timeline
First authorised by the FCA
Permission update: Making arrangements
Permission update: Advising (ex Pension Transfers/Opt Outs)
Firm permissions
SMF17 Money Laundering Reporting Officer (MLRO)
Mr Jeremy Simon Brett
CPD4 - Personal recommendation on retail investments (not broker funds)
Mr Jeremy Simon Brett
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
Mr Jeremy Simon Brett
The Chartered Institute for Securities and Investment (CISI)
Mr Jeremy Simon Brett
FAQ
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