With a combined 150 years’ plus experience in financial services, our team here at Brooks Wealth Management 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.
We have established a practice that puts the client at the centre of all our business dealings. We offer a quality service, at a reasonable price, providing value for money. Ours is not a transactional model. Brooks Wealth exists to provide a relationship model, where clients feel confident that their needs are met, not just initially but throughout their lifetime of need.
Of course, if it’s just a single piece of advice that you need, we are happy to help. However, our company vision is to provide full, holistic financial planning advice, not just for now but for as long as it’s required.
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; a holistic approach to financial planning and managing wealth.
The advisers at Brooks Wealth have explicitly been employed for their skills in client communication and for their desire to be part of a business offering a premium wealth management service.
Our experience is that clients want to have an adviser that they meet with regularly, where all their needs are considered, and where appropriate advice is offered.
We aim to ensure that all our meetings are face to face, and we limit client/adviser numbers to ensure that every client receives the service that they need and expect.
Team Members
Meet the fantastic members of staff here at Brooks Wealth Management.
