Brooks Wealth

Independent Financial Adviser  8a Cowgate, Peterborough, Cambridgeshire, PE1 1NA
First meeting at adviser's own cost
Holistic advice on all financial matters - Specialists in Financial Planning for the over 50's - <phone number hidden>.
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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Bad credit
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Building your home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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Traded endowment policies
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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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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Rest of world
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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
Response rating
10/10
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FCA authorised
Last authorised 23rd January 2020
Meet our advisers
Andy Brooks APFS Cert CII (MP) (ER)
Chartered Financial Planner

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

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.

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.

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

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.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

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

This examination assessed specialist supervisory knowledge and skills in the regulatory environment.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This AFPC module provided an advanced knowledge of life and health protection. The October 2004 examination qualified the individual to advise on long-term care insurance.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

At the end of this unit, candidates should be able to demonstrate an understanding of the: main tax and legal frameworks that govern the accumulation phase of building up retirement benefits under registered pension schemes; features of defined contribution and defined benefit pensions; choices faced by early leavers and use of transfer value analysis; State retirement benefits available, including the risks and suitability of contracting out of the State Second Pension.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

This qualification enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning.

Accreditations
Chartered Financial Planner
Eamonn Dorling DipPFS,Cert CII (MP&ER)
Senior Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Accreditations
Later Life Accredited Adviser
Ian Cunningham DipPFS CeMap
Senior IFA
What our clients say
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
"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
“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
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.

Where to find us

8a Cowgate, Peterborough, Cambs, PE1 1NA

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
10/10
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FCA authorised
Last authorised 23rd January 2020

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