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Review of recommended wealth management specialists in Peterborough

Review Date:
25th January 2018

Summary:

Review and transfer of pensions. 

Comments:

Miles couldn't have been more helpful and it's good to know that, at last, I have a good pension plan. 

Review of recommended wealth management services in Peterborough

Review Date:
16th January 2018

Summary:

I approached Brooks Wealth to help me organise my investments to be more IHT efficient while maintaining income.

Comments:

Sharon Kumari has been my IFA at Brooks Wealth Management since Sept 2016.  She is always professional, accessible and very patient. I have really benefitted from, and very much appreciate, her tailored advice. Her work brings me great peace of mind.

Review of recommended financial services in Peterborough

Review Date:
12th January 2018

Summary:

Financial adviser services.

Comments:

I email Sharon and she almost always gets back to me in the same day. Today was within the same hour!

Sharon is very professional and has a kindness about her too. She knows I simply do not understand financial matters but she takes ages explaining things to me. She makes sure that I fully understand. With her, I don't feel embarrassed to say I don't understand what you mean. She is friendly and professional at the same time.

In fact everyone is very helpful and friendly too at Brooks Wealth, from the advisers to the secretaries; I am so pleased I found them. I used to dread ringing anyone about financial matters because however much I said "I don't understand", most just carried on talking without attempting to make it easier for me. Sharon (and Andy before her) take time to explain it in a way which I can understand. 

Review of recommended wealth adviser in Peterborough

Review Date:
8th January 2018

Summary:

Wealth Management services for the last five years. 

Comments:

I have used Brooks Managements for around five years now. I have always been impressed with the professional and personal service given by Andy and his team, who are all equally as excellent. 

They have taken the time to get to know me and my Dad unbelievably well and have gone above and beyond my expectations. Andy’s attention to detail is superb. I have used him time and time again and can honestly say it is always a pleasure to go and visit him in his offices where there is always a warm, friendly welcome.

I trust him implicitly and would highly recommend him. Nothing is too much trouble and he has patience and time to explain things clearly if you do not understand them. I am always kept in the loop about products and services and that it is exactly what every customer wants.  

Very happy and pleased with every aspect of their service.

Review of recommended wealth management services in Peterborough

Review Date:
4th January 2018

Summary:

I have been using Andy's services for almost 10 years following a recommendation by a professional colleague who was retiring.

Comments:

I am reassured that Andy offers clarity and straightforward advice and necessary explanations, which gives me confidence in making decisions. He is bang up to date with all the products on the market and keeps me informed of any changes, especially where they might be advantageous to me. 

I trust and respect his knowledge and expertise and would recommend him without reservation.

Review of recommended wealth management services in Peterborough

Review Date:
14th December 2017

Summary:

Andy, and others from his company Brooks Wealth, regularly provides financial advice to my clients.

Comments:

Andy is extremely knowledgeable yet does not feel the need to demonstrate this for the sake of it, and so the advice he gives is highly effective and delivered in an easy-to-understand, non-technical manner. When this is coupled with Andy's fantastic customer service, it is difficult to think of anyone who could be better.

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