Kyle recently joined the Brite USA team as a Senior Investment Advisor after selling his IFA firm in the UK. His experience as an advisor started when he qualified as an IFA in 2013, leading him to work in the US market. He holds a Series 65 and a Diploma in Regulated Financial Planning from CII.

When helping clients, Kyle is passionate about helping clients to define and achieve their investment goals, such as retiring at a certain age and ensuring they have sufficient income throughout their retirement. His key strengths include portfolio analysis and risk management, pensions and retirement advice across the UK, international and domestic plan types, and goals-based investment strategies.

When away from the office, Kyle loves to spend time with his family and young daughter. He is also a self-proclaimed foodie and loves watching films and boxing.

Kyle has the following Licences & Designations:

• Series 65
• Diploma in Regulated Financial Planning from CII
• R08 Pensions Update
• AF3 – Pension Transfer Specialist
• Certificate in Long Term Care Planning