Brooks Financial Consultancy Ltd

Independent Financial Adviser 110 Ford Road, Upton, Wirral, CH49 0TQ
First meeting at adviser's own cost
Response rating
9.7/10
FCA verified
20th August 2018
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
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Wealth management
    • Long term care
    • Taxation planning
Meet our advisers
adviser-person
Martin Brooks BA (Hons) APFS
Accreditations
Chartered Financial Planner
Where to find us
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.

Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

Brooks Financial Consultancy Ltd is an appointed representative of Avista Financial Planning Ltd which is Authorised and Regulated by the Financial Conduct Authority. FCA No: 531840

Auto Enrolment and National Savings & Investments are not regulated by the Financial Conduct Authority.

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