01179622962 jbrooks@brookswm.co.uk

Growing and protecting your wealth in the most tax-efficient way possible

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We aim to offer to all our clients

  • A bespoke service, both in terms of how we address your financial planning and how we conduct our relationship.
  • A guarantee that we will research the entire market to find the best and most appropriate solutions for you.
  • A proactive investment portfolio management service backed by a high level of research and technical resource.
  • Clear and concise explanation of our recommendations.
  • At least one face to face meeting a year to discuss your financial plan.
  • The opportunity to contact us at any time (within reason of course) to discuss your concerns or queries.
  • Efficient, confidential administration of your affairs.
  • Assurance that your interests and requirements will always be the first and most important consideration.
  • A fair and transparent fee for our work.

I want to arrange a no-obligation consultation about my wealth management and financial planning needs

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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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