CERTIFIED FINANCIAL PLANNER™ Professional
Tel: 0117 962 2962
Fax: 0117 962 2962
Jeremy has been an independent financial adviser for over 20 years. Having achieved a BA in Accounting & Finance he started his working life training as an accountant with Coopers & Lybrand (now PWC). This was not for him and he started his first position in financial services with a firm of Solicitors in Bristol in 1991.
This gave him an extremely good grounding in most areas of financial services but also in working within a professional practice. In 1995 he joined a national firm of accountants where he ran their Bristol and Poole offices.
Jeremy advises on all aspects of financial services but with a real interest in investments and investment planning within various tax wrappers.
In 2005 he decided that the time was right to start his own business and Brooks Wealth Management began in January 2006. He was lucky enough to retain a large number of loyal clients and many more clients have come on board since then.
He is the firm’s pension specialist and fully qualified to give advice on advanced pension planning issues including income drawdown and transfers from final salary schemes. He is also qualified to advise on Long Term Care provision and funding.
Jeremy is married to Caroline, who is also a partner in the business, and they have two boys aged 16 and 14 who will ensure that his own retirement is a long way off.
When not working or spending time with the family he can be found on the golf course. A long time ago he was a reasonable wicketkeeper and batsman and still retains a very keen interest in cricket. Amazingly, he is still able to manage the odd game of football.
- CERTIFIED FINANCIAL PLANNER™ Professional
- IFS Diploma Level 4 for Financial Advisers
- CII FPC 1,2 & 3
- CII CF8 Long Term Care Specialist
- CII AF3 Pension Planning