At Brooks, we believe that

Wealth Management

is about building a brighter future, a better life for you and your loved ones. We know that, life can be complicated, and our clients are busy. That’s why we want you to focus on what is important in your life, knowing that a professional wealth management company is looking after you.

Our mission is to effortlessly help you:

Request a complimentary, no-obligation consultation by calling 01733 314 553

or by filling out the form below & see what we can do for you:

    What do our customers say?

    Michal Zin gave me great advice on life insurance. Professional approach and friendly attitude - highly recommended.
    Boguslaw Kazberuk
    Helpful, friendly and professional service. Recommend to anyone looking for personalised financial services.
    Gary Meades
    I had Ian Cunningham visit me to give me advice on estate planning. He was friendly, sympathetic and empathetic to my situation. He listened to me and spoke to me in a manner that I could understand. He was honest with me in saying that he recommends that a solicitor dealt with my case and recommended one. I was very pleased with Ian in giving me guidance and I feel that I can take things forward now. Thank you.
    Janice Alberts

    A wealth of services at your fingertips


    Wealth Management


    Financial planning


    Saving & Investing




    Happy Retirement

    What are the advantages of

    Expert Financial Planning?

    Brooks Wealth Management

    A Partner you can Trust

    At Brooks, we pride ourselves on being your financial confidants, your problem solvers, your voice of reason, and most importantly, your trusted partners in wealth-building. We not only care about your future but also that of your family and future generations.

    That’s why our approach is built on three pillars:

    1. Understanding You,

    2. Taking Strategic Actions,

    3. Generating measurable results!

    Meet our

    Expert Team

    Knowledgeable, experienced and passionate about what we do. Even though we come from various backgrounds in the financial services industry we all share one simple goal, to add value to our clients through the services we provide.

    Our Partners

    Brooks Wealth Management is proud to be associated with the following learning bodies and memberships:


    Book a complimentary, no-obligation consultation.

    Ready to make the first step?

    Contact us today for a complimentary,
    no-obligation consultation with one of our Independent Financial Planners. Together, we'll create a financial strategy that transforms your dreams into reality.