About us

Valentines bridge Bristol

Brooks Wealth Management was started by Jeremy Brooks in January 2006. Following 10 very enjoyable years with Mazars, a national firm of accountants and auditors, Jeremy felt that the time had come to start his own business. Behind this was a desire to offer a bespoke but cost effective proposition to clients, built on excellent service and regular face to face meetings to assess progress.

At BWM we offer clients a full holistic financial planning service. The main aim is to build a long term relationship with both personal and corporate clients to see them through all stages of the financial planning process, from protection to wealth accumulation, to retirement and inheritance tax mitigation. Although, of course, we will undertake one-off assignments as appropriate to individual needs.

All recommendations are discussed at length and any costs are agreed before implementation.

We will use appropriate tax wrappers to make investments as tax efficient as possible and will build bespoke portfolios based upon attitude to risk, age, other assets held and any other relevant factors.

Portfolios are reviewed on a regular basis and changes are made as and when appropriate for both tactical and strategic reasons. Please see the section on Investment Strategy for more information.

We encourage clients to phone or email with queries or concerns at any time and we are always available to discuss matters, particularly in times of market uncertainty.

We also offer lifetime cash flow analysis forecasts to run alongside the investment portfolios; these provide an ongoing progress report as to likelihood of your financial objectives being met at any given time in the future.

We have a strong background in professional practice and are experienced in working with solicitors and accountants to ensure that all legal and tax matters are considered for each client.

We are members of the Institute of Financial Planning.