Brooks Wealth

Independent 8a Cowgate, Peterborough, Cambs, PE1 1NA
First meeting at adviser's own cost
Response rating
10 /10
FCA verified
21st October 2019
Holistic advice on all financial matters - Specialists in Financial Planning for the over 50's - <phone number hidden>.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Bad credit
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Buying overseas
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • 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
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • EEA
    • Rest of world
    • Employee benefits
    • Group pensions
    • Group protection
    • 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
Ian Cunningham DipPFS CeMap
Senior IFA
Accreditations
Certified Financial Planner
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
Where to find us

8a Cowgate, Peterborough, Cambs, PE1 1NA

Make an enquiry
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
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0