Financial services are a fast-moving and ever-changing environment for sure, but one thing always has and always will be paramount; the client is at the centre of everything we do.

With a collective 150 years’ plus experience in financial services, our team here at Brooks Wealth have learnt a thing or two and been through some interesting times over the years! Financial services are a fast-moving and ever-changing environment for sure, but one thing always has and always will be paramount; the client is at the centre of everything we do. We have the knowledge, experience and passion for what we do to add value to our clients through the service we provide. This in a nut shell is our whole ethos.

"When it came to setting up my own practice, it was an easy task to decide on our vision. We want to be of service to the clients who chose to interact with us, for their lifetime. This is the ethos of the business and the culture we have built. It has been very rewarding and the feedback we get is that clients enjoy being treated patiently, carefully and as individuals.It is very nice when a plan works…"

— Andy Brooks, Director, FPFS Cert CII (MP)Chartered Financial Planner & Fellow of the CII.

Today, there are circa 65 million people in the UK, with around one-third being over 50 and one fifths over 65 and arguably in need of financial advice as they approach and move into retirement.

Simple maths would tend to indicate that, if everybody over the age of 55 needed advice, each Adviser would need to handle a client based of around 2,300 clients.  Now this is wholly not possible.  Most Advisers maintain that managing around 300 – 400 clients are as many as they could manage, even with an extensive support network.  There is a growing need for advice and fewer advisers to give it.  This tends to show that people should really be looking for the Adviser that they will carry with them into and through retirement if they are not already there and form a relationship now because it is possible to see a time when Advisers simply will not have the capacity to take on new clients.

At Brooks Wealth, we have been growing the Adviser population in order to ensure that we have the capacity for this demand and we will continue to do so.

Demonstrating UK population

Demonstrating aged 50+ population

Demonstrating aged 65+ population


At Brooks Wealth Management, we cover a wide range of financial services. Take a look below and see how we can assist you today.


Take a look below to view a list of learning bodies and memberships that we at Brooks Wealth Management are proudly associated with.

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