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. 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.
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. 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.
Services
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.
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.
This section of our site contains guides and calculators to help you think about your financial planning needs. They are aimed at both business owners, who may also be employers, and private individuals with wealth management goals. Brooks Wealth Management LLP is authorised and regulated by the Financial Conduct Authority.
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