Making Financial Advice Clear, Local and Personal in Peterborough

At Brooks Wealth, we believe financial planning should be clear, personal and focused on what matters most to you. That’s why we’re working hard to make it even easier for people to get the support they need; whatever stage of life they’re at.

We’re proud to support clients of all ages, whether you’re just starting out or building long-term plans. But we’re especially experienced in helping people plan for retirement from age 50 and upwards. We help you make the most of your pensions and investments, and plan ahead with confidence.

More visible, more accessible
We’re committed to the community. We are proud to offer local and wider support:
• Hosting local advice clinics and free drop-in sessions
• Sharing real-life advice stories from local clients
• Making our service easier to find online and in local directories

Clear advice, not financial jargon
One thing clients often tell us is how much they appreciate our straightforward approach. We don’t believe in baffling you with jargon or burying you in paperwork. We explain things in plain English, step by step, so you always understand your options.

Transparent pricing and a tailored advice
We’re also making our service and pricing easier to understand, with a clear explanation of how we work, what we charge, and what you get. Whether you want help with pensions, investments, inheritance planning or just getting financially organised, we offer advice that fits your life, not someone else’s.

Planning for real life
Everyone’s situation is different. That’s why we now offer flexible appointments—face-to-face, by phone, or online—to fit around your life. And we’re building a service that’s open to more people, not just the wealthy.

If you’re based in or around Peterborough and want financial advice that’s simple, honest and built for you, we’d love to talk.
Book a free initial consultation today.