Menu

Testimonials

  • "Approaching retirement I was looking for advice regarding my pension. Sharon offered me professional advice and options which were easy for me to understand and follow. Sharon's friendly approach and clear explanation's made the process much easier. I am happy and confident that the outcome was the best advice I could receive. I can't think of anything that Sharon could have done better or differently. "
    Yvonne, Cambridgeshire Sept 2016
  • "We would like to register our total satisfaction with your professional dealings with us, making the technical details understandable and your patience dealing with old fogeys like us! "
    Mr and Mrs R, Whittlesey
  • "I would like to express my thanks to Eamonn Dorling who has been my financial adviser for a number of years. During this time he has helped me adapt financially from employment to retirement by making my pensions plans work well for me and managing my savings and investments to provide a combination of income and growth. Recently, he has helped above and beyond the role of an independent financial adviser by helping me achieve my ambition of moving to my new retirement property. An introduction to a helpful legal specialist and advice on the logistics made the move much easier than I expected, he acting as a sounding board for the concerns that I had. I can thoroughly recommend Eamonn as a patient and trustworthy adviser that helps make complex matters easy to understand, as he says: Delivering simple financial advice - that really works. "
    Mr S, Stamford
  • "I was impressed that the Advisers took the time to discuss and understand my individual circumstances, requirements and risk tolerance by asking detailed questions about my lifestyle and financial goals.I received a clear and concise report of everything discussed and a detailed suitability report outlining objectives and recommendations complete with risk warnings and plan comparisons.Timelines were adhered to and Brooks Wealth followed up with making sure I understood and was happy each step of the way.Their fees were very clearly outlines and explained from the start and their total professionalism ensured I felt completely secure and reassured through each and every aspect of my financial planning. September, 2016 "
    Trish, Cambridgeshire
  • "Sharon has been a tremendous help to me in recent months. She knows I have little understanding of complex financial matters and always makes herself available to explain things thoroughly. She is very professional yet friendly and approachable and has the ability to make you feel you are her only client, for instance she asks how I and members of my family are. I am extremely happy indeed with the service Sharon and all at Brooks Wealth provide. September, 2016 "
    Sue, Cambridgeshire

Pages