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.
Andy Brooks FPFS Cert CII (MP and ER)
Director, Chartered Financial Planner and Fellow of the CII
Andy has some three decades’ experience offering bespoke advice to clients, both private and commercial. Andy founded Brooks Wealth with the vision to create a new world advice firm that is client centric, offering clear, uncluttered advice that takes a holistic approach to the individual. Andy specialises in retirement, tax and trust planning and investment for income and growth, to name a few.

Debbie Edis
Financial Adviser
Debbie joined Brooks Wealth in 2014 and has done just about every job under the roof! She has recently qualified as an Independent Financial Adviser and will be developing her own client list over the next 12 months. Debbie is passionate about her animals and other family members.

Eamonn Dorling DipPFS, Cert CII (MP and ER)
Senior Independent Financial Adviser
Eamonn has worked within financial services since 1999 and specialises in later life planning and estate preservation, advising those seeking to preserve their wealth and maximise their benefits into retirement years. Eamonn is a member of the Society of Later Life Advisers with his main area of expertise being the financing of long term care, equity release and guiding Attorney’s with their responsibilities.

Ian Cunningham DipPFS, Cert CII (MP & ER)
Senior Independent Financial Adviser
Ian has over 30 years experience providing expert financial advice to a range of clients across the needs spectrum. He also provides specialist guidance for personal and business clients with protection needs.

Joe Jennings
Business Development Manager
Joe joined the financial services industry in 1973 and went on to set up his own Independent Financial Advisory firm in 1987. He has since passed on his responsibilities of Practice Principle of Ashley Law Peterborough to Andy before becoming the Business Development Manager at Brooks Wealth. Joe has developed many longstanding and close relationships along his career and continues his success by helping the business to grow locally.

Miles Green BA(Hons), DipFA, CeMAP
Practice Manager
Miles has worked in financial services since 1999 in private practice, Government and Third Sector roles. He believes that everyone should have access to the very best advice and products available. He is passionate that cost should never be a barrier and that advice should always be independent. Miles specialises in pensions and investments and is currently studying towards the Certificate in Equity Release to further enhance what he can offer clients.
