Adam Brooks
Dip FA
Adam Brooks is a Director and Financial Planner at Brooks Financial Planning. Adam has been working within the financial services profession for over 14 years. Starting his journey in financial services at the UK’s largest national bank, working his way up to a Senior Personal Adviser. During this time, he went on to attain a Diploma in Financial Planning.
Adam was invited to join St. James's Place in 2013, as part of a larger adviser network and in 2016 moved to Brooks Financial Planning Ltd, making this a true family business.
Adam specialises in delivering holistic highly personalised face-to-face financial planning advice to individuals, families, trustees and businesses nationwide. He places a focus on creating long-term client relationships, founded on trust and mutual respect.
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.
