We provide management for Investments, Savings, Retirement planning and Protection services. We will be with you on your financial journey, from initial recommendations to the final destination. To deliver coherent and understandable financial advice that really works, with integrity, discretion and value.
The Financial Services industry is a fast-moving and ever-changing environment. However, there is one thing that remains constant; the client is at the centre of everything we do. At Brooks Wealth, we offer a wide range of financial services and advice for Investments and Savings, Pensions and Retirement Planning.
The Financial Services industry is a fast-moving and ever-changing environment. However, there is one thing that remains constant; the client is at the centre of everything we do. At Brooks Wealth, we offer a wide range of financial services and advice for Investments and Savings, Pensions and Retirement Planning.
Services
With a combined 150 years' plus experience in financial services, our team here at Brooks Wealth Management have learnt a thing or two! Knowledgeable, experienced and passionate about what we do, it is our sole purpose to add value to our clients, through the services we provide. We have established a practice that puts the client at the centre of all our business dealings.
Many people are confused by the prospect of pensions, saving for retirement and later life planning. They are not sure if they should join their Workplace Pension Scheme or whether they should make their own private pension arrangements. Current legislation surrounding pensions complicates matters further, even though it provides greater flexibility and choices (or maybe because it does!).
Investment planning is key to most peoples' financial success in their lifetime. There are times when there is no money available for investment and savings, and then there will be other times when excess funds exist. When they do, it is vital that the money you worked hard for is invested wisely and offers you the level of service you need.
Death - there we've said it. Now we can get on with living! However, many people decline to consider the impact that an untimely demise, ill health or the inability to work has on their family. Protecting and managing your wealth must be at the core of financial planning, and it doesn't need to cost a fortune.
When it comes to financial advice it is sometimes dangerous to focus too much on just one area. All of your plans in Protection, Retirement savings, Investments, Savings, Legal, Taxation and Debt all combine to create, we hope, a successful outcome. Therefore, we believe that a holistic approach, that looks at all the plans collectively, is the only sensible approach to financial planning.
Reviews (2)
Gary Meades
Nov 18, 2021
Report
Janice Alberts
Sep 25, 2019
Report
I had Ian Cunningham visit me to give me advice on estate planning. He was friendly, sympathetic and empathetic to my situation. He listened to me and spoke to me in a manner that I could understand. He was honest with me in saying that he recommends that a solicitor dealt with my case and recommended one. I was very pleased with Ian in giving me guidance and I feel that I can take things forward now. Thank you.
