Business Details
20 Years
experience
Trusted Financial Advisers in Bristol
Established in 2006, Brooks Wealth Management LLP provides independent financial advisory services to individuals and businesses across the UK. Our approach combines personalized financial planning with tax-efficient investment strategies, supported by advanced software and 20+ years of industry expertise. As an FCA-authorised firm (Registration No: 473759), we prioritise client relationships through face-to-face meetings, regular portfolio reviews, and holistic planning that addresses protection, retirement, estate management, and long-term care. Our team collaborates with accountants and legal professionals to ensure comprehensive solutions, while maintaining transparent fee structures and proactive communication during market fluctuations. Services
Investment Planning
Retirement Planning
Protection Planning
Estate Planning
Cash Flow Forecasting
Corporate Pension Schemes
Key Person Cover
Partnership Protection
Details
- Year established: 2006
Highlights and features
- FCA-authorised firm with 20+ years of financial advisory experience
- Personalised financial plans tailored to individual risk profiles
- Tax-efficient investment strategies using appropriate wrappers
- Regular portfolio reviews and lifetime cash flow forecasting
- Collaboration with legal and accounting professionals for holistic solutions
Associations and certifications
- Financial Conduct Authority
Services
Investment Planning
We create bespoke investment portfolios aligned with your risk tolerance and financial goals. Our strategies incorporate tax-efficient wrappers like ISAs and pensions, with regular reviews to ensure performance matches your objectives. Services cover lump sum investments, regular savings, and school fees planning.
Retirement Planning
Specialist pension planning services help clients accumulate retirement funds or manage existing schemes. We advise on SIPP/SSAS options for business owners and optimize tax-efficient withdrawals, ensuring sustainable income throughout retirement while complying with regulatory requirements.
Estate Planning
Our estate planning minimizes inheritance tax through trust arrangements and strategic gifting. Collaborating with solicitors, we ensure your wealth distribution aligns with your wishes while maintaining compliance with current tax legislation and family needs.
Corporate Pension Schemes
We design group pension schemes including NEST compliance for businesses. Services extend to director pension planning using SSAS/SIPP structures, offering commercial property investment options and loan facilities for business owners.
Cash Flow Forecasting
Lifetime cash flow analysis projects income and expenditure to assess goal achievability. This data-driven approach quantifies retirement readiness, education costs, and long-term care funding, enabling informed financial decisions based on realistic scenarios.
People
Jeremy Brooks
Director
With over 20 years as an independent financial adviser, Jeremy founded Brooks Wealth Management in 2006. He specialises in holistic financial planning, collaborating with accountants and legal professionals to deliver tax-efficient solutions for individuals and businesses.
Helen Ring
Office Administration
Helen manages daily office operations, ensuring efficient client administration and confidential handling of financial documentation. Her organisational expertise supports the firm's commitment to transparent and reliable service delivery.
Caroline Brooks
Partner
As a partner, Caroline oversees strategic development and marketing initiatives. Her background in business operations contributes to creating client-focused service frameworks that align with Brooks Wealth Management's core values.
Questions
What financial services do you offer for individuals?
We provide investment planning, retirement strategies, protection policies, estate management, and cash flow forecasting tailored to personal circumstances and long-term goals.
How do you work with corporate clients?
We advise on group pensions, director retirement schemes, key person insurance, and corporate investment strategies while collaborating with business advisers for comprehensive solutions.
Are your services regulated?
Yes, we're authorised and regulated by the Financial Conduct Authority (Registration No: 473759), ensuring compliance with strict industry standards.
How are fees structured?
Fees are transparent and agreed upfront, covering financial planning reports, portfolio management, and ongoing reviews as detailed in our service documentation.
Can you help with tax-efficient investments?
We specialise in tax wrappers like ISAs, pensions, and trusts to maximise returns while minimising tax liabilities through strategic asset allocation.
