Our partners

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We work closely with other professionals including Solicitors, Will Writers and Accountants to ensure your needs are met.
We are proud to have professional partnerships which include likeminded companies such as.
Our partner

Simply Wills LTD

What does Simply Wills do and why are we different ?
 
Simply Wills Ltd is proud to be working alongside Brooks Wealth to extend the facilities available to their customers.
We can provide advice and support to help you navigate through the world of Wills and Lasting Powers of Attorney, Severance of Property Ownership and Property Trusts. 
We are here to answer your questions and queries and produce the necessary legal documentation in plain English for you to understand.
We can visit at your home, at your convenience, to discuss your requirements and the first meeting will be at our cost. Once you have had time to decide what you wish to achieve, we will be able to take official instructions and work with you in a timely manner to ensure you are able to achieve the outcomes that you want.
We are professional in approach and are members of The Society of Willwriters, flexible and friendly and will try our best to make the experience comfortable for everyone.  This is a subject which a lot of us don’t want to think about or talk about but know we should.  Clients have been surprised at the feeling of relief when the final signatures are completed, and everything is set for when the inevitable happens. 
As a small Company, we pride ourselves on the personal touch and our competitive charges.
Take the pressure off your loved ones when they are grieving and make the necessary legal processes as simple as possible.
Our partner

BWM Legal

Here to help you with probate, estate administration, trusts, document storage, and financial asset searches.
 
Contact us for more information or to book a meeting.
Ready to make the first step?

Contact us today for a complimentary,
no-obligation consultation with one of our Independent Financial Planners. Together, we'll create a financial strategy that transforms your dreams into reality.