01179622962 jbrooks@brookswm.co.uk

Legal statement

The FCA requires that certain information be provided to the client prior to business being transacted so that the relationship between the client and the firm is clearly stated and understood.

Some of our documents use the Keyfacts logo required by the Financial Conduct Authority (FCA). To access The Money Advice Service for more details on this and other money matters click here.

Our Client Agreement must be read in conjunction with our Service Proposition & Engagement document.

CFP    PFS

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.

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.