Andy Brooks

FPFS Cert CII (MP&ER) Chartered Financial Planner and Fellow of the CII - Principal Financial Planner & Managing Director

Andy Brooks, the Founder and Principle, is a Fellow of the Chartered Insurance Institute and a Chartered Financial Planner with some Three decades' experience in management and bespoke advice to clients, both private and commercial.

Andy founded Brooks Wealth Management and Wealthline after successfully managing national advice firms. His vision is to create a new world advice firm which is client centric and is based on best practice and experience. The first step was the acquisition of Ashley Law Peterborough, an established Independent Financial Advice provider, which offered the foundation for the creation of the new company.

He prides himself on offering clear, uncluttered financial advice which considers all areas of investment advice and wealth planning and therefore adopts a holistic approach to managing his clients’ plans, portfolios and aspirations.  His specialisms include Retirement, Tax and Trust planning, Long Term Care planning, and Investment Income and Growth, to name a few.

Outside of work, Andy sails and plays Golf. As well as his family responsibilities, he is an executive member of his local Community Association and Fund Raiser for the British Heart Foundation. Andy also offers pro-bono services to local clubs and charities in the form of regular advice sessions.