Brooke Financial is a well established Financial Advisory Practice offering clear and ethical advice to both personal and corporate clients. We will prepare a personal report and recommendation to help you achieve your financial goals. We will agree a plan to achieve your objectives and keep you informed each step of the way.
We will also keep in touch and review your needs at regular intervals. The value of your investment and any income from them may fall as well as rise and is not guaranteed. You may get back less than you invest. HM Revenue and Customs practice and the law relating to taxation is complex and subject to individual circumstances and changes which cannot be foreseen.
We will also keep in touch and review your needs at regular intervals. The value of your investment and any income from them may fall as well as rise and is not guaranteed. You may get back less than you invest. HM Revenue and Customs practice and the law relating to taxation is complex and subject to individual circumstances and changes which cannot be foreseen.
Services
Janice has over 27 years experience as a Financial Advisor and has built up a successful practice with over 2000 clients. Janice started out in financial services with Allied Dunbar and latterly Openwork and has a wealth of knowledge in investments and pensions. Janice is currently working towards her grade four in piano and enjoys the theatre and spending time with her family.
This will depend upon a number of factor's including your income, available monies to invest long term, the term left until you retire and your desired income in retirement. You may wish to use a percentage of your income as a guide, 5% of your monthly income is not an untypical figure to save each month.
Capital sums for investing are acquired in many ways. These include inheritance, maturing savings policies, windfalls and proceeds from many years of saving. Investment types & requirements can be divided into short and long term needs. These include saving for a car or a holiday. The most suitable investment type is usually a deposit account such as a bank or building society account.
We offer a comprehensive range of deals from across the market, including exclusive mortgage deals via our Openwork network. We offer a comprehensive range of deals from across the market, including exclusive mortgage deals via our Openwork network that are not available online or direct for both residential and commercial investment purposes (buy to let).
Reviews (10)
Serena Travis
Jan 20, 2022
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Highly recommend Brooke Financial! These guys can make anything happen. They took on my very complicated request, found me a lender and then guided me though each step with so much care and compassion. When it seemed that all hope was lost and I couldn’t get a mortgage, James was determined to make it happen and spent so much time going back and forth with the lender to make sure figures added up and finally after 6 months he still hadn’t given up and got me a mortgage. I really felt well looked after and was always a pleasure to speak to someone kind and reassuring during such a daunting process
Scott Slater
Jan 07, 2022
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Positive: Professionalism, Quality, Responsiveness, Value
Brooke Financial provided an excellent service in helping me with my re-mortgage. James Studley and Debbie Thurlow answered all my questions efficiently and effectively and gave me the confidence that they genuinely cared about getting me the best deal. Thank you.
Brooke Financial provided an excellent service in helping me with my re-mortgage. James Studley and Debbie Thurlow answered all my questions efficiently and effectively and gave me the confidence that they genuinely cared about getting me the best deal. Thank you.
James Ross
Aug 15, 2021
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Positive: Professionalism, Responsiveness
We were delighted to work with Janice and her team on recommendation from a friend. We were guided through our first house purchase with care and professionalism and even when we experienced a few hiccups along the way, we were helped to find the best solution. Thank you!
We were delighted to work with Janice and her team on recommendation from a friend. We were guided through our first house purchase with care and professionalism and even when we experienced a few hiccups along the way, we were helped to find the best solution. Thank you!
Mana Beigi
Jul 16, 2021
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Janice at Brookes financial and her team are professional, approachable and responsive. We never needed to chase them as they were efficiently dealing with our matter. Janice even gone the extra mile and negotiated the house price for us. They were very clear about what documents they require and approach us when anything required. Overall we are very satisfied with their services and the house purchase went very smoothly. We strongly recommend Brookes financial.
James Varney
Jul 12, 2021
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Craig Allender
Jul 11, 2021
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Lara Himpelmann
Jul 09, 2021
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The biggest thank you to everyone at Brooke Financial, Janice and Deborah in particular, for helping us buy our first beautiful home! It was a difficult 9-month long process however Janice was with us every step of the way, no question ever feeling too silly. I'm not sure it would have been possible without her so once again, a big thank you!
James Barnes
Jun 17, 2021
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Gareth Walker
Apr 19, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
I honestly can't recommend Brooke Financial enough!!! I'd give 10 stars if I could. They have made our mortgage process stress free and enjoyable. Janice and her team went above and beyond for us and everyone within the company are just a pleasure to work with!
I honestly can't recommend Brooke Financial enough!!! I'd give 10 stars if I could. They have made our mortgage process stress free and enjoyable. Janice and her team went above and beyond for us and everyone within the company are just a pleasure to work with!
Jonathan Reed
Mar 09, 2021
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Janice and the entire team at Brooke Financial were an absolute dream to work with. We hired them from when we started looking for our first property. Despite the remarkably quick turn around (we had an offer accepted within a week!) they gave us excellent advice on mortgages, the process around buying the property and everything else we had questions on. (We were a bit clueless)
Through every part of the process Janice or her team were always available, responding to emails within several hours and often within minutes. A stark contrast to our solicitor who just didn’t respond. Luckily Janice
Through every part of the process Janice or her team were always available, responding to emails within several hours and often within minutes. A stark contrast to our solicitor who just didn’t respond. Luckily Janice
