Brooks Financial Planning Ltd
Senior Partner Practice of St. James's Place Wealth Management
After graduating from Cardiff University in Financial Mathematics, Marged joined Brooks Financial Planning in October 2019 as an Administration Assistant. A farmer’s daughter from Pembrokeshire, Wales, Marged recently moved to Cornwall with her other half Rhodri, who plays rugby for the Pirates.
Marged provides administrative support to our financial advisers ensuring all enquiries are dealt with and high standards of service are maintained for all our clients. Alongside her admin duties Marged is also undertaking the training to become a qualified Paraplanner.
She is a Grade 8 Harpist, entertaining guests at various functions and weddings. Away from the office, Marged enjoys exploring the beautiful Cornish Coastline and spends her Sunday afternoons on the touch line at the Mennaye Field, Penzance supporting her other half!
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.