At Brooks, we believe that

Wealth Management

is about building a brighter future, a better life for you and your loved ones. We know that, life can be complicated, and our clients are busy. That’s why we want you to focus on what is important in your life, knowing that a professional wealth management company is looking after you.

Our mission is to effortlessly help you:

Request a complimentary, no-obligation consultation by calling 01733 314 553

or by filling out the form below & see what we can do for you:

What do our customers say?

Michal Zin gave me great advice on life insurance. Professional approach and friendly attitude - highly recommended.

Boguslaw Kazberuk

Helpful, friendly and professional service. Recommend to anyone looking for personalised financial services.

Gary Meades

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.

Janice Alberts

Reviews on Google

A wealth of services at your fingertips

Book a consultation

Wealth Management

Financial planning

Saving & Investing

Protection

Happy Retirement

What are the advantages of

Expert Financial Planning?

Having a comprehensive financial plan tailored to your needs and risk tolerance.
Having access to a vast number of specialist services under one roof.
Creating a diversified investment portfolio that is managed in your best interests.
Having peace of mind about the long-term financial security for you and your loved ones.
Being able to focus on what is important in your life knowing that your investments are well managed.

Brooks Wealth Management

A Partner you can Trust

At Brooks, we pride ourselves on being your financial confidants, your problem solvers, your voice of reason, and most importantly, your trusted partners in wealth-building. We not only care about your future but also that of your family and future generations.

That’s why our approach is built on three pillars:

Meet our

Expert Team

Knowledgeable, experienced and passionate about what we do. Even though we come from various backgrounds in the financial services industry we all share one simple goal, to add value to our clients through the services we provide.