Paul Tonkin
DipPFS MP & ER
Paul spent 19 years in the UK’s largest national bank progressing to the role of Senior Bank Manager.
Paul joined Brooks Financial Planning Ltd in November 2018. Paul prides himself with providing excellent service to his clients via face to face or using digital channels to support clients demanding lifestyles building long term relationships to help achieve client goals and ambitions. Paul provides the full range of financial planning advice from retirement and investment planning through to clients borrowing requirements supporting mortgage, equity release and bridging loan referrals not forgetting personal and corporate protection requirements.
Paul visits number of local businesses supporting the senior leadership team and employees.
The areas Paul specialises in are:
- Mortgages
- Equity Release*
- Investment Planning
- Retirement Planning
- Protection Planning
- Corporate Service
- Business Owners
- Medical Professionals
Your home or other property may be repossessed if you do not keep up repayments on your mortgage.
*Equity Release is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration.
Testimonials
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.
