BROOKS WEALTH MANAGEMENT

4.8/5 (57)
NameBROOKS WEALTH MANAGEMENT
Address8A Cowgate, Peterborough PE1 1NA
City
Category
Phone 01733314553  
Email ID
SpecialityProtection, Life Assurance, Critical Illness Cover, Estate, Trusts, Inheritance Tax, Retirement and Holistic Financial Planning, Pension Advice Service, Wealth Management, Investments & Savings
AboutBrooks Wealth Management is an independent financial advice provider in Peterborough, established in 2011. They pride themselves on taking a pragmatic strategy to financial planning, with a collective 150 years of experience in financial services. Andy Brooks is the chartered financial planner and director of the Brooks Wealth Managemen. He has three decades of experience providing bespoke advice to clients, both private and commercial. He established Brooks Wealth with the vision to build a new world advice firm that is client-centric, giving clear, uncluttered advice and guidance that takes a holistic approach to the individual. He specialises in retirement, tax and trust planning and investment for income and growth. The team has knowledge, experience and passion for what they do to add value to their clients.
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