Ed Mortimore

DipFA, CeMAP

Ed Mortimore is a Financial Planner at Brooks Financial Planning.

Ed has been working in financial Services for 9 years, currently advising clients on retirement planning, investment planning, inheritance tax planning and financial protection against risk in both a personal and corporate capacity. Ed prides himself in offering a friendly and professional approach to helping both businesses and individuals.

The areas Ed specialises in are:

Testimonials

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I am very grateful to all at Brooks, but especially to Ed Mortimore, since my first meeting with Ed his professionalism and continued support and advice has been phenomenal, nothing is too much trouble, he has a wonderful way of explaining the most complex of situations and scenarios. He always p...

Private Client

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 Limited is registered in England and Wales, Number 11698410. Registered Office: Arghans House Greencourt, Threemilestone Business Park, Truro, Cornwall, TR4 9LF.