01179622962 jbrooks@brookswm.co.uk

Welcome to Brooks Wealth Management LLP - Financial Planning and Asset Management

At BWM we specialise in advising clients of all types on their financial planning requirements.

We are a fully independent financial advisory firm based in Bristol with clients throughout the country.

Our aim is to establish short and long term financial goals and objectives for you and to build a bespoke financial plan that helps you to achieve your financial ambitions. We will review all your existing plans and investments to ensure they remain suitable and tax efficient and will incorporate these into your future planning.

Contact us today for a confidential initial meeting to find out how we can help you.

More about us

What we offer


Brooks Wealth Management LLP is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 473759 http://www.fca.org.uk/register.

Brooks Wealth Management LLP Registered Address: 10 Radnor Road, Henleaze, BS9 4DX. Registered in England & Wales, No. OC331415.

Neither Brooks Wealth Management LLP nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at http://www.financial-ombudsman.org.uk.

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

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