Welcome to Brooks Financial Planning Limited

Building relationships with our clients and supporting them to clarify and achieve their financial objectives.


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Testimonials

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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...
Private Client| St Austell, Cornwall
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SJP Approved 10/10/2023

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.

Brooks Financial Planning Limited is registered in England and Wales, Number 11698410. Registered Office: Arghans House Greencourt, Threemilestone Business Park, Truro, Cornwall, TR4 9LF.