Brooks Financial Consultancy Ltd

Independent Financial Adviser  110 Ford Road, Wirral, Merseyside, CH49 0TQ
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FCA authorised
Last authorised 21st September 2020
Brooks Financial Consultancy is a friendly yet professional firm offering truly independent advice. We do not charge for initial consultations.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
Martin Brooks BA (Hons) APFS
About us

Brooks Financial Consultancy is a local firm providing independent financial advice to both personal and business clients throughout the North West. We are open and honest in our dealings and strive to establish long term relationships with our clients offering a full range of financial services and advice throughout our client’s life. At the foundation of our success is our high level of qualifications and our ability to be knowledgeable and professional yet speak in plain English and without jargon. We welcome all enquiries and do not charge for an initial consultation.

Our services

Martin Brooks has over 15 years’ financial service experience, a degree in financial services and is qualified to Chartered status (hailed as the gold standard of excellence and integrity within the industry). As a company we pride ourselves on nurturing long term relationships, our aim being to enhance our client’s financial wellbeing at every stage of their life. We have a wide range of knowledge and experience offering tailored advice in most areas of financial planning.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Face to face

110 Ford Road, Upton, Wirral, CH49 0TQ

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