Brooks Financial Planning Ltd
Senior Partner Practice of St. James's Place Wealth Management
Barbara joined our team at Brooks Financial Planning in September 2019, as an administrative assistant.
She semi-retired to beautiful Cornwall in 2010 following a successful career working in Buying and Merchandising in the Clothing Industry in London, where she also dabbled in property development. She is passionate about customer service and has been commended for such in previous roles.
Barbara provides administrative support to our Financial Advisers ensuring all enquiries are dealt with professionally and the highest standards of service are maintained for all our clients.
Originally from Manchester, Barbara is an avid Manchester United supporter, but enjoys watching all sports and plays golf as her main hobby. She also enjoys gardening, cooking and coastal walks (when it’s not raining!)
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 Ltd is registered in England and Wales, Number 07347011. Registered Office: Arghans House Green Court, Threemilestone Business Park, Truro, Cornwall, TR4 9LF.