Skip to the content
info@brookswealth.co.uk
01733 314 553
34 Thorpe Wood, Peterborough, PE3 6SR
logo mainlogo darklogo light
  • Home
  • About Us
    • Who we are?
    • Our partners
  • Services
    • Wealth Management
    • Financial planning
    • Saving & Investing
    • Protection
    • Retirement
  • News & Articles
  • Contact
logo main
  • Home
  • About Us
    • Who we are?
    • Our partners
  • Services
    • Wealth Management
    • Financial planning
    • Saving & Investing
    • Protection
    • Retirement
  • News & Articles
  • Contact

Find out more about our Productivity Retreats.

logo main
Menu
  • Home
  • About Us
    • Who we are?
    • Our partners
  • Services
    • Wealth Management
    • Financial planning
    • Saving & Investing
    • Protection
    • Retirement
  • News & Articles
  • Contact
HomeTeamJames Steel BA (Hons)

James Steel BA (Hons)

Case Study, by Brooks Wealth

James joined Brooks Wealth Management as a Trainee Financial Executive, bringing with him a First-Class Honours degree in Finance Trading and Investment Management. He is passionate about developing his expertise in financial planning and wealth management, with a keen focus on building trusted, long-term relationships with clients.

Outside of work, James has a strong interest in global economic developments and enjoys collecting rare coins and trading precious metals. He is also a keen golfer, though by his own admission still very much a work in progress.

 

Position:
Trainee Financial Executive

Category:

Team

Share:

Previous

Brooks Wealth is a trading name of Fairstone Financial Management Limited. Fairstone Financial Management Ltd is authorised and regulated by the Financial Conduct Authority (FRN 475973). Registered in England and Wales (Company Number 05574120).

Client Service Agreement
Privacy Statement

contact info
01733 314 553
info@brookswealth.co.uk
34 Thorpe Wood, Peterborough, PE3 6SR
Services
  • Wealth Management
  • Retirement
  • Protection
  • Saving & Investing
  • Financial planning
© 2024 Brooks Wealth Management All Rights Reserved
Developed by A2com UK

Request a callback

Enter your details below and one of our independent financial planners will respond as soon as possible.