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At Brooks Wealth Management, we specialise in face to face, quality and professional Independent Financial Advice that you can trust! We offer money advice and planning on investments including a review of your existing investments to recommend a more cohesive and tax efficient approach. Our specialism is in flexible pension and retirement advice to help you navigate the maze that is pension legislation and retirement options, whether it is from a company funded pension through to private pensions.

We will help you line up those investments to support your retirement and make them efficient from a taxation and care perspective. We provide guidance in a number of areas around financial protection including long term care annuity, estate planning and inheritance tax mitigation by recommending protection solutions. This is essential for those people or families who may suffer financially should they suffer an untimely demise or ill health.

When we talk to our clients we are interested in your needs today and your needs in the future. Generally, clients who engage with Brooks Wealth Management and their advisers will be looking to form a relationship that will last many years, and even the rest of your life. We will talk to you about how that works and we will set out a plan on how to look at your finances, not just in this year but in the years to come.

Some of our services include:

  • Investment Planning
  • Retirement Planning
  • Protection Planning
  • Saving Planning
  • Legal Planning
  • Taxation Planning
  • Debt Planning
  • Holistic Financial Planning

To discuss any requirements, please get in touch using the contact methods above.

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Brooks Wealth Management
8a Cowgate Peterborough PE1 1NA UK
01733 314553
10 5
Safe Local Services 0800 014 1832 5 Flag Business Exchange, Vicarage Farm Road, Peterborough, Cambs, PE1 5TX