Brooks Financial Consultancy Ltd

Independent Financial Adviser 110 Ford Road, Upton, Wirral, CH49 0TQ
First meeting at adviser's own cost
Response rating
9.0 /10
FCA verified
12th August 2019
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
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
adviser-person
Martin Brooks BA (Hons) APFS
Accreditations
Chartered Financial Planner
Where to find us

110 Ford Road, Upton, Wirral, CH49 0TQ

Make an enquiry
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.

Advice methods
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Compliance

Brooks Financial Consultancy Ltd is Authorised and Regulated by the Financial Conduct Authority. FCA No: 807947

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

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