Brooks Financial Planning Ltd
Senior Partner Practice of St. James's Place Wealth Management
Paul spent 19 years in the UK’s largest national bank progressing through roles from Senior customer facing roles to achieving the Bank Manager position.
Paul joined Brooks Financial Planning Ltd in November 2018. Paul prides himself with providing excellent face to face service to clients along with building long term relationships to achieve client goals and ambitions, specialising in personal and business protection planning.
Paul’s spare time is spent with his fiancée and children. Paul is an active gym member and Muay Thai boxing student.
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 11698410. Registered Office: Arghans House Greencourt, Threemilestone Business Park, Truro, Cornwall, TR4 9LF.