Investments & Savings

Investment planning is key to most people’s financial success in their lifetime. There are periods of time when there is no money available for investment and then there will be occasions when excess funds exist. When they do, it is important that the money you worked hard for is invested wisely and offers you the level of service you require. There are thousands of ways and places to invest your money for the hundreds of reasons you may have to invest. This creates fantastic opportunities, but can also cause confusion. Investment is often described as a maze or a jungle, but in reality, with sound judgement, good technical knowledge and a wealth of experience gained in many different market conditions, we are able to put you in a position to be able to exploit those opportunities whether you are looking for capital growth or additional income. We always strive to understand your needs, your preferences and your concerns before any advice is provided.

Saving on a regular basis should never be overlooked as a way to build funds over the medium to long-term.

Many people find that saving regularly is difficult and therefore they tend to save in a haphazard way without any overriding strategy for the outcome they would require. At Brooks Wealth Management we believe in ‘objective-based savings’. Simply put, this means we look at the potential needs you may have in the future and try to identify the best service to provide those savings for that desired outcome, as saving towards a specific objective makes it more real and less arduous. Brooks Wealth Management offers an entirely bespoke savings and/or investment strategy for each client we see and because we are completely independent, we can choose from the whole market and recommend the best solution for you.