Brooks Financial Planning Ltd is a Senior Partner Practice of the prestigious St. James’s Place Wealth Management, one of the UK’s most prominent, award winning organisations with its distinctive investment management approach.
With over 20 years in Financial Services we recognise that clients expect excellent personal service from their Advisers. We are committed to building long-term relationships with our clients to ensure their ongoing goals are achieved. We work closely to form relationships based on trust and build an in-depth understanding of your finances.
We will provide you with a personal wealth management service designed to meet your needs by recommending the right solutions and giving you the appropriate advice and guidance. With regular reviews we will ensure any plans put in place remain effective in the future no matter how much your circumstances change. With regular contact we will keep you informed of the most up to date information and opinions in the market.
We pride ourselves not only on our invaluable advice, but also our high standards of service. Our clients go on to recommend us to their friends, family and colleagues so they too can benefit from our professional advice and friendly service.
To achieve our high standards we have recruited talented individuals, who provide levels of service above and beyond to make sure our clients are looked after at the uppermost level.
We specialise in Investment Planning, Tax Planning, Pension Planning and Protection along with Estate and Inheritance Tax Planning.