Brooks Wealth

Independent Financial Adviser 8a Cowgate, Peterborough, Cambs, PE1 1NA
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
10th September 2018
Holistic advice on all financial matters - Specialists in Financial Planning for the over 50's - .
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection 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
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Long term care
Meet our advisers
Andy Brooks APFS Cert CII (MP) (ER)
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Eamonn Dorling DipPFS,Cert CII (MP&ER)
Senior Financial Adviser
Accreditations
Later Life Accredited Adviser
adviser-person
Sharon Kumari DipFA MIFS
Independent Financial Adviser
adviser-person
Miles Green
Senior Independent Financial Adviser
What our clients say
“I felt they cared about my finances both on a personal and professional level and I am not just another anonymous client. The initial advice and after care provided are both comprehensive and tailored to my personal needs. I would not hesitate in recommended them to friends and colleagues.” Deborah, Spalding
Deborah, Spalding
"We have been clients of Andy for a number of years now , and have always been delighted with the advice and personal service provided. Andy goes the extra mile to ensure we understand and are comfortable with the products being recommended, before we commit." Alan & Gina (Fenland)
Alan & Gina, Fenland
Andy has an exceptional level of expertise, and yet comes up with advice and solutions for clients which is communicated in an easily-understood manner. I have no hesitation in recommending his services to others.
Stephen Duffy, Peterborough
Where to find us

8a Cowgate, Peterborough, Cambs, PE1 1NA

Contact us
About us

Brooks Wealth was established to offer a Central resource for the private and business client. We advise holistically and with common sense.
The Principle Director Andy Brooks is one of the few Chartered Financial Planners in the UK and has 27 years experience of offering face to face financial advice.
As well as the usual advice you would expect from an Independent Financial Adviser we are an Investment, Pensions, Long Term Care, Tax and Trust Specialist. We specialise in planning for the over 50`s.

Our services

A true IFA/ Chartered Advice service. Specialists in Income in retirement planning and Estate Planning for the over 50`s. offering holistic advice on all financial matters. Maintaining high standards of advice in: Retirement,Investment,Tax planning, Legal Planning, Care Planning, Pensions and Divorce. Our pledge is to provide quality advice for fair cost to clients in our key business areas. To advise holistically and refer individuals to other professionals where their advice will offer a better solution than any we can reasonably offer. To offer a service that is bespoke to the Individual.

Advice methods
  • phoneButton
    Telephone
  • 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 Wealth is a trading style of Ampris Limited who are an appointed representative of Wealthline Limited, Registered in England 08761632 (Registered office: 8a Cowgate, Peterborough, Peterborough). Wealthline Limited are authorised and regulated by the Financial Conduct Authority, FCA number 684319.

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