Colin Kneale, CeMAP, LIBF, DipFA

Private Wealth Director

Colin has worked in financial services for over 20 years, gaining vast knowledge across the UK, Middle East, Europe and the USA.

Colin is both UK and US-qualified, enabling clients to benefit from his knowledge across many borders.

He specialises in offering a personable approach to financial planning for professionals looking to preserve capital and accumulate wealth.

Colin has helped many clients over two decades break down the issues of today cross-border financial planning in an informative, concise and efficient manner.

Areas of Expertise

• Pension Analysis, Advice, Management

• 401K Analysis, Advice, Management

• IRA Analysis, Advice, Management

• Retirement Planning

• Pension Planning

• Wealth Management

• Investment Portfolio Management

• International Savings & Investment Options

• Investment Review

• High Net Worth & Ultra High Net Worth

• Private Client Wealth and Estate Planning

• Cashflow Forecasting & Modelling

Regions Covered

USA
Europe Excluding UK

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Recognition

Colin has a refreshing, grounded approach to discussing financial planning. From the start of my dealings with Brite, Colin has been available, informed and able to deal with any questions or concerns I have presented him.

Daryl Nixon

09/02/2023

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Colin managed the process of moving my pension from UK and has since managed my portfolio, I found him to be extremely professional, dedicated and knowledgeable. He regular checks in with updates and is great at taking time to explain the market, the benefits and pitfalls of investments. I would... Read Full Quote

Gary Diable

30/01/2023

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Colin is an extremely dedicated pension and investment advisor, I found him to be patient and clear and nothing was too much trouble, no question unanswered. He gave me great advice and helped me navigate moving my pensions from the UK. He regularly checks in with me and any questions I have are... Read Full Quote

Michelle Nolan

17/01/2023

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Colin was extremely helpful in transitioning my pension away from a high cost provider. He is always available to answer my questions and was very open throughout the process, explaining every step. Colin and his team are very knowledgeable and easy to deal with.

Duncan Whitrow

17/01/2023

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Colin has been my personal financial advisor since 2017. Colin is always available when I need to speak to him and as a person, he is always polite and courteous. As a financial advisor, Colin has always offered clear advice and suggestions on the very complex issues of the... Read Full Quote

Lawrence Hughes

17/01/2023

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