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 is 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 nutshell, is our whole ethos.

We have developed a company that will put the client at the centre of all of our business dealings. We offer a quality service at a reasonable price providing value for money. Ours is not a transactional model, the Brooks Wealth Management company exists to offer a relationship model, where clients feel confident that their needs are met, not just initially but going forward. Of course, if a single piece of advice only is required we can service this, but our vision is always 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 good advice offered for a reasonable fee, over the life time of the need. We always look to our existing clients for feedback on ways to improve, we will always look for entrepreneurial ways to meet the clients’ needs going forward and always with a holistic approach to Financial Planning and managing wealth.

The advisers within Brooks Wealth Management, have been recruited especially for their skills in communicating with clients and for their desire to be part of a business offering clients a premium wealth management service. Our experience is that, going forward, many clients want to have an Adviser that they meet regularly, where their needs are considered, and then appropriate advice will be offered, to help them meet their needs. We aim to ensure that all meetings are face to face wherever possible. We, therefore, limit adviser-client numbers to ensure that every client will get the service they need and expect.

Team Members

Take a look below to view the fantastic members of staff we have here at Brooks Wealth Management.