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.
Colin sits on our UK funds team.
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