We are delighted to announce our open day on the 19th September at 2pm for BWM Legal. Anyone who would like to meet the legal team to discuss Wills, LPA’s and probate is very welcome, refreshments will be provided and we look forward to welcoming you.
The Financial Services industry is a fast-moving and ever-changing environment. However, there is one thing that remains constant; the client is at the centre of everything we do.
At Brooks Wealth, we offer a wide range of financial services and advice for Investments and Savings, Pensions and Retirement Planning.
With a combined 150 years’ plus experience in financial services, our team here at Brooks Wealth have learnt a thing or two!
Knowledgeable, experienced and passionate about what we do, it is our sole purpose to add value to our clients, through the services we provide.
100%
The main aim of Brooks Wealth Management, and the whole reason for our existence, is to provide sound financial advice, for a reasonable fee. We always look to our existing clients for feedback and entrepreneurial new ways to meet our clients' needs. To ensure 100% client satisfaction is achieved is our goal, every time we work with clients.
"When it came to establishing my own practice, it was an easy task to decide on our vision. We want to be of service to the clients who choose to interact with us, for their lifetime. This is the ethos of our business and the culture we have built. It has been gratifying that the feedback we get is that our clients enjoy being treated patiently, with respect, and as individuals. It is very nice when a plan comes together!"
— Andy Brooks, Director, FPFS Cert CII (MP)
Chartered Financial Planner & Fellow of the CII.
Today there are approximately 67 million people living in the UK, with almost one third over the age of 50 and one fifth being over the age of 55. Arguably, as this demographic approach and move into retirement, there is a need for reliable financial advice.
Simple mathematics indicates that, if everybody over the age of 55 needed advice, each Financial Adviser in the UK would need to handle a client base of around 2,300 clients – an impossible task!
Most Advisers maintain that managing around 300 – 400 clients at any one time is as many as they could manage, even with an extensive support network. With a growing need for advice, and yet fewer advisers to give it, people should be looking for an adviser that will carry them into, and through, retirement, sooner rather than later.
At Brooks Wealth, we have been growing our team of Financial Advisers, to ensure that we can meet this growing demand, and we will continue to do so.
Demonstrating UK population
Demonstrating aged 50+ population
Demonstrating aged 65+ population
Brooks Wealth Management is proud to be associated with the following learning bodies and memberships:
General Enquiries
Our administration team are happy to help with any enquires you may have. Drop us an email using our Contact Us form or give us a call on 01733 314553.