Welcome to Brooks Financial Planning Limited
Building relationships with our clients and supporting them to clarify and achieve their financial objectives.
What we do
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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Testimonials
Since taking over as our adviser, Paul Tonkin has taken the time and consideration to think about our specific (and challenging) requirements. His advice is clear and helpful.
I have no hesitation in recommending Paul Tonkin for his sound and friendly advice. He always put my requirements first and I have every confidence in him and would recommend him to anyone.
Since Paul Tonkin has been looking after our wealth management, he has always given good sound advice and is always willing to discuss and explain the best way forward. His approach is always friendly and professional, and we would highly recommend him to anyone.
I would recommend Paul Tonkin to anyone. I have found Paul has always given me sound and trustworthy advice and explains things to me in a language I can understand. I also like that he comes to my home, so it is all so much more relaxed.
Paul, who has taken over as our adviser from Peter Brooks has been absolutely excellent and I have no hesitation in recommending him unreservedly.
During the meeting today, Adam pointed out my future financial position he made a spreadsheet of my monthly expenses which I have printed for referring, his support and advice was first class, and he was completely invested in my financial position and couldn’t have been more helpful. He also put my...
During January 2013, our financial adviser retired & introduced us to Mr. P. Brooks of St. James's Place. Since then, his help and guidance has been invaluable to me & our family. He & his secretary have guided us through all the changes that occurred when my husband died, this suppor...
We have been clients of Peter Brooks for 9 years, when he took over the Cornwall business of our former St. James's Place Partner. Peter's friendly, professional advice, coupled with the benefit of responsive back-office staff has been exceptional. We have held St. James's Place investments for o...
Past performance is not indicative of future performance.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
During the 5 or 6 years that he has been our Partner he has given us sound advice and first class service, backed up by his helpful staff and efficient office. We have a very friendly relationship and would recommend him to anyone.
St. James's Place Partner, Peter Brooks, has been most helpful and friendly in dealing with my investments. His staff are always pleasant when I contact the company by phone and I am always kept right up to date with all the various transactions. I have absolutely no hesitation in recommending Pe...
Peter Brooks has been flawless and I enjoy his working manner which is so pleasant and relaxing. His financial guidance is by far the best I have ever received and I trust him implicitly. I am so happy with the advice that I have recommended him to others.
Peter Brooks has advised our family for a number of years. We have found his expertise invaluable. For those of us who are outside the world of finance his professionalism together with his invaluable advice gives us confidence. To deal with someone who is considerate to our needs and understandi...
Peter is very knowledgeable and has the enthusiasm and commitment to provide his clients with a very personal service.
At last we have found someone to handle our financial investments in whom we have complete faith and confidence.
I have been a client of Peter’s at Brooks Financial Planning since he started the business in 2008. They have since then successfully re-organised my pension arrangements and developed my financial investments with encouraging results as you would expect from a St. James's Place Partner Practice....
Past performance is not indicative of future performance.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Mr and Mrs P. Brooks and their dedicated team have always been extremely professional and prompt in their advice I have recommend their services to others and would not hesitate to continue to do so.
Paul Tonkin has been the most reliable, trustworthy, efficient and supportive financial adviser for whom I have a great regard. His advice is always comprehensive enabling me to make well-informed decisions. For many years he has guided me through financial options but recently was invaluable regar...
I must be one of Peter's first SJP clients so he has been looking after my finances for about 15 years, so far with pleasing results. Peter is knowledgeable, helpful and personable and I feel I am in a safe pair of hands. Though I have now moved away from Cornwall, he had still made the considerable...
Having now been with Brooks Financial Planning for the past 10 years we can honestly & without reservation, say that they have exceeded all our expectations. Peter, Carolyn & Team have been superb - professional yet relaxed & responsive, completely and sensitively responding to our current and futur...
Once Peter took control of my finances, several years ago, I noticed a marked increase in my income. I am contacted regularly and changes are made where needed. I have no hesitation in advising my friends, to use him to look after their finances.
Adam has always provided us with clear and concise information and offered a wide range of options and choices regarding our funds. He clearly states the potential benefits and risks, providing a detailed rationale for both. He is always extremely helpful, pleasant to deal with, knowledgeable and co...
Paul has always put my interests first and his advice is second to none. The service and support is exceptional and I would highly recommend him to anyone.
Mr and Mrs P. Brooks and their dedicated team have always been extremely professional and prompt in their advice. I have recommended their services to other and would not hesitate to continue to do so.
Peter took time to understand our needs and plans before making recommendations. He and the team are knowledgeable and their integrity is reassuring in a field where the long term financial well being of clients is not always the top priority. Peter and the team are with you for the long haul backed...
I have been working with Peter for over 10 years. Having IPO’d a FTSE Business, Peter has provided invaluable investment advice in tax planning my financial future, taking away any concerns, with great returns on investments.
Paul Tonkin is always available to help when we need to make financial decisions, he always provides a professional opinion to help us achieve our investment plans. We feel our investments are looked after and have confidence our goals are being met. I would and do recommend Paul to friends.
We value and trust the advice we’ve received from Paul, he always puts our interests first. Would highly recommend.
Paul Tonkin of Brooks Financial Planning is superb. He has always been there to answer all our enquiries. We are grateful for all the knowledgeable advice he has provided and we would recommend him to anyone.
I am very grateful to all at Brooks, but especially to Ed Mortimore, since my first meeting with Ed his professionalism and continued support and advice has been phenomenal, nothing is too much trouble, he has a wonderful way of explaining the most complex of situations and scenarios. He always p...
Since taking over as our adviser, Paul Tonkin has taken the time and consideration to think about our specific (and challenging) requirements. His advice is clear and helpful.
I have no hesitation in recommending Paul Tonkin for his sound and friendly advice. He always put my requirements first and I have every confidence in him and would recommend him to anyone.
Since Paul Tonkin has been looking after our wealth management, he has always given good sound advice and is always willing to discuss and explain the best way forward. His approach is always friendly and professional, and we would highly recommend him to anyone.
I would recommend Paul Tonkin to anyone. I have found Paul has always given me sound and trustworthy advice and explains things to me in a language I can understand. I also like that he comes to my home, so it is all so much more relaxed.
Paul, who has taken over as our adviser from Peter Brooks has been absolutely excellent and I have no hesitation in recommending him unreservedly.
During the meeting today, Adam pointed out my future financial position he made a spreadsheet of my monthly expenses which I have printed for referring, his support and advice was first class, and he was completely invested in my financial position and couldn’t have been more helpful. He also put my...
During January 2013, our financial adviser retired & introduced us to Mr. P. Brooks of St. James's Place. Since then, his help and guidance has been invaluable to me & our family. He & his secretary have guided us through all the changes that occurred when my husband died, this suppor...
We have been clients of Peter Brooks for 9 years, when he took over the Cornwall business of our former St. James's Place Partner. Peter's friendly, professional advice, coupled with the benefit of responsive back-office staff has been exceptional. We have held St. James's Place investments for o...
Past performance is not indicative of future performance.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
During the 5 or 6 years that he has been our Partner he has given us sound advice and first class service, backed up by his helpful staff and efficient office. We have a very friendly relationship and would recommend him to anyone.
St. James's Place Partner, Peter Brooks, has been most helpful and friendly in dealing with my investments. His staff are always pleasant when I contact the company by phone and I am always kept right up to date with all the various transactions. I have absolutely no hesitation in recommending Pe...
Peter Brooks has been flawless and I enjoy his working manner which is so pleasant and relaxing. His financial guidance is by far the best I have ever received and I trust him implicitly. I am so happy with the advice that I have recommended him to others.
Peter Brooks has advised our family for a number of years. We have found his expertise invaluable. For those of us who are outside the world of finance his professionalism together with his invaluable advice gives us confidence. To deal with someone who is considerate to our needs and understandi...
Peter is very knowledgeable and has the enthusiasm and commitment to provide his clients with a very personal service.
At last we have found someone to handle our financial investments in whom we have complete faith and confidence.
I have been a client of Peter’s at Brooks Financial Planning since he started the business in 2008. They have since then successfully re-organised my pension arrangements and developed my financial investments with encouraging results as you would expect from a St. James's Place Partner Practice....
Past performance is not indicative of future performance.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Mr and Mrs P. Brooks and their dedicated team have always been extremely professional and prompt in their advice I have recommend their services to others and would not hesitate to continue to do so.
Paul Tonkin has been the most reliable, trustworthy, efficient and supportive financial adviser for whom I have a great regard. His advice is always comprehensive enabling me to make well-informed decisions. For many years he has guided me through financial options but recently was invaluable regar...
I must be one of Peter's first SJP clients so he has been looking after my finances for about 15 years, so far with pleasing results. Peter is knowledgeable, helpful and personable and I feel I am in a safe pair of hands. Though I have now moved away from Cornwall, he had still made the considerable...
Having now been with Brooks Financial Planning for the past 10 years we can honestly & without reservation, say that they have exceeded all our expectations. Peter, Carolyn & Team have been superb - professional yet relaxed & responsive, completely and sensitively responding to our current and futur...
Once Peter took control of my finances, several years ago, I noticed a marked increase in my income. I am contacted regularly and changes are made where needed. I have no hesitation in advising my friends, to use him to look after their finances.
Adam has always provided us with clear and concise information and offered a wide range of options and choices regarding our funds. He clearly states the potential benefits and risks, providing a detailed rationale for both. He is always extremely helpful, pleasant to deal with, knowledgeable and co...
Paul has always put my interests first and his advice is second to none. The service and support is exceptional and I would highly recommend him to anyone.
Mr and Mrs P. Brooks and their dedicated team have always been extremely professional and prompt in their advice. I have recommended their services to other and would not hesitate to continue to do so.
Peter took time to understand our needs and plans before making recommendations. He and the team are knowledgeable and their integrity is reassuring in a field where the long term financial well being of clients is not always the top priority. Peter and the team are with you for the long haul backed...
I have been working with Peter for over 10 years. Having IPO’d a FTSE Business, Peter has provided invaluable investment advice in tax planning my financial future, taking away any concerns, with great returns on investments.
Paul Tonkin is always available to help when we need to make financial decisions, he always provides a professional opinion to help us achieve our investment plans. We feel our investments are looked after and have confidence our goals are being met. I would and do recommend Paul to friends.
We value and trust the advice we’ve received from Paul, he always puts our interests first. Would highly recommend.
Paul Tonkin of Brooks Financial Planning is superb. He has always been there to answer all our enquiries. We are grateful for all the knowledgeable advice he has provided and we would recommend him to anyone.
I am very grateful to all at Brooks, but especially to Ed Mortimore, since my first meeting with Ed his professionalism and continued support and advice has been phenomenal, nothing is too much trouble, he has a wonderful way of explaining the most complex of situations and scenarios. He always p...
Since taking over as our adviser, Paul Tonkin has taken the time and consideration to think about our specific (and challenging) requirements. His advice is clear and helpful.
SJP Approved 11/09/2025
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
