Brooks Wealth
10th June 2019
Holistic advice on all financial matters - Specialists in Financial Planning for the over 50's - .
We can advise you on
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
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Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
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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
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
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Financial planning
- Wealth management
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Long term care
- Long term care
Meet our advisers
Andy Brooks APFS Cert CII (MP) (ER)
Chartered Financial Planner
Qualifications & Accreditations
J04 - Pension Funding Options (CII)
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.
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.
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.
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
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.
Diploma In Financial Planning (CII)
This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
Advanced Diploma In Financial Planning (CII)
This qualification enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning.
ER1 - Equity Release (CII)
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.
Chartered Financial Planner (CII)
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.
CF6 - Certificate in Mortgage Advice (CII)
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.
AF5 - Financial Planning Process (CII)
This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
R02 - Investment Principles (CII)
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
R03 - Personal Taxation (CII)
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.
H15 - Supervision and Sales (CII)
This examination assessed specialist supervisory knowledge and skills in the regulatory environment.
G80 - Long-Term Care, Life and Health Protection (CII)
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.
CF8 - Certificate in Long-Term Care Insurance (CII)
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.
AF3 - Pension Planning (CII)
This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
Accreditations
Eamonn Dorling DipPFS,Cert CII (MP&ER)
Senior Financial Adviser
Qualifications & Accreditations
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
Accreditations
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
"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)
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.
Where to find us
8a Cowgate, Peterborough, Cambs, PE1 1NA
Make an enquiryAbout 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.
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