Brooks Financial Planning Ltd
Senior Partner Practice of St. James's Place Wealth Management
Peter was invited by the board of St. James’s Place Wealth Management to join St. James’s Place Wealth Management in 2008 having spent 15 years prior as a Senior Wealth Planning Manager for a national private bank. With over 20 years’ experience in the financial services profession Peter’s areas of expertise are Investment Planning, Tax Planning, Pension Planning, Inheritance Tax Planning and Estate Preservation.
Away from the office Peter enjoys spending time with his wife and children. Peter is also a keen bowler, playing for his local club and also represents Cornwall.
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.