We offer clients a full holistic financial planning service

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

Our approach to financial planning

Your financial plan is personalised strategy that provides detailed guidance regarding how an individual or family should organise their finances in order to achieve their financial and lifestyle goals.

Our services for individuals

To prepare your financial plan we will spend some time talking with you to identify your goals over the short, medium and long term.

Our services for businesses

We have great deal of experience not only in dealing with the corporate aspects of financial planning but also in working alongside accountants and business advisers in devising appropriate client solutions.