Brooks Financial Planning Ltd
Senior Partner Practice of St. James's Place Wealth Management
Carolyn has worked in the financial services industry since 1998, working in client liaison for a national bank before joining her husband Peter to start the business. Carolyn holds a diploma in Graphic Design and is a fully certified bookkeeper.
Carolyn ensures the smooth running of the office and Coordinates the team to provide our clients with a high level of personal service.
Carolyn enjoys spending time with the family, swimming, Pilates and golf.
Contact Carolyn Amy-Brooks AICB - Practice Manager
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.