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

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

Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Business
- 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
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Financial planning
- Wealth management
Long term care
- Long term care
Tax & trust planning
- Taxation planning

Meet our advisers

Martin Brooks BA (Hons) APFS

Qualifications & Accreditations Hide qualifications

AF5 - Financial Planning Process (CII)

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

AFPC - Advanced Financial Planning Certificate (CII)

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

CF9 - Pensions Simplification (CII)

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

G10 - Taxation and Trusts (CII)

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

G20 - Personal Investment Planning (CII)

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

G30 - Business Financial Planning (CII)

This examination demonstrated that the individual has a knowledge and understanding of all financial planning aspects of running a business and an ability to advise clients appropriately.

G60 - Pensions (CII)

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

G70 - Investment Portfolio Management (CII)

This qualification assessed a knowledge and understanding of portfolio investment management.

K10 - Retirement Options (CII)

This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.

K20 - Pensions Investment Options (CII)

This examination assessed knowledge and understanding of the range of investments available for planning of pensions and to be able to apply the construction of a pension portfolio management for a client.

SV1 - Saving and Investment (CII)

This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.

APFS - Associate, Personal Finance Society (PFS)

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Accreditations

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.

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.

We can advise you on

Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Business
- 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
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Financial planning
- Wealth management
Long term care
- Long term care
Tax & trust planning
- Taxation planning

Special offers

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Preferred clients

Minimum wealth (income/assets)

£0

Minimum pension value

£0

Minimum mortgage value

£0

Website

Compliance

Contact options

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