Could Someone You Know Benefit From Financial Planning?
At Brooks, we’re proud to work with a wide range of individuals and families at different stages of life, from first-time savers, early and midlife planners to those approaching or enjoying retirement.
Many of our clients come to us through personal recommendations. That’s because when financial advice is clear, helpful, and genuinely tailored, people naturally want to share the experience.
So here’s a quick question for you:
Do you know someone who could benefit from the kind of advice you’ve received?
Here are just a few examples of people we regularly help:
In Their 30s or 40s?
• Starting a family or buying their first home (we can introduce a trusted mortgage adviser)
• Trying to make the most of workplace benefits
• Unsure how to begin saving for the future
A short financial review now can give them clarity and confidence early on.
In Their 50s?
• Starting to think seriously about retirement
• Managing pensions, savings, or business income
• Wanting to help their children financially while staying on track
We can help them plan the next 10–15 years with greater certainty.
In Their 60s or Retired?
• Drawing pension income tax-efficiently
• Reviewing investments for income or inheritance
• Preparing for later life and care planning
Many in this group just want reassurance and a clear plan that works for them and their families.
Or maybe it’s your children?
If your adult children are starting to save, buy property, or wanting to plan their future, we’re always happy to offer guidance – even if it’s just to answer a few early questions.
A simple introduction can go a long way
If someone comes to mind, please feel free to pass on our details or let us know – we’re happy to have a free, no-obligation chat to see how we can help.
Our aim is always the same: to give calm, clear and confident advice that fits real life.
Thank you again for your trust and support. We’re here whenever you, or someone close to you, might need us.
T 01733 314553 E info@brookswealth.co.uk