Business Details
Premier Financial Planning Services in Peterborough
At Brooks Wealth Management, we are committed to being your trusted partners in wealth-building, combining personalized service with strategic expertise. Our approach is built on three foundational pillars: deeply understanding your unique financial journey, executing tailored strategies with precision, and delivering measurable results that align with your aspirations. With a focus on long-term relationships, we prioritise your financial security and that of your family across all stages of life. Our team takes pride in demystifying financial planning, offering clarity and confidence through bespoke solutions for wealth management, protection, and retirement planning.Backed by authorisation from the Financial Conduct Authority, we uphold the highest standards of professionalism and ethical practice. Our mission extends beyond numberswe aim to empower you to live life fully, knowing your financial future is in expert hands. From initial consultation to ongoing support, we combine experience, innovation, and integrity to create financial strategies that stand the test of time. Whether you're starting your financial journey or preparing for retirement, our dedicated professionals provide the guidance needed to transform your dreams into reality.
Services
Wealth Management
Financial Planning
Income Protection
Retirement Strategy
Investment Advice
Highlights and features
- We offer bespoke financial strategies tailored to your unique life journey
- Our three-pillar approach ensures comprehensive financial understanding and execution
- FCA-authorised professionals with industry-leading expertise
- Lifetime commitment to client financial security through all life stages
- Transparent, tax-efficient wealth management solutions
Associations and certifications
- Financial Conduct Authority
What people say
Professional approach and friendly attitude
Helpful, friendly and professional service
Gave great advice on life insurance
Friendly, sympathetic and empathetic guidance
Trusted partners in wealth-building
Services
Wealth Management
Our comprehensive wealth management service creates tailored strategies to build, protect, and transfer wealth across generations. Specialised in tax-efficient solutions and portfolio management, we help clients maximise financial potential while mitigating risks. With ongoing monitoring and quarterly performance reviews, we ensure your assets work effectively towards long-term objectives.
Financial Planning
Personalised financial planning addresses key life stages from career building to retirement preparation. We develop strategic roadmaps covering investment growth, debt management, and major life events. Our planners provide clear guidance through changing financial landscapes and evolving tax regulations to maintain optimal financial health.
Income Protection
We design comprehensive protection packages including life insurance, critical illness cover, and income replacement solutions. These plans safeguard against unexpected events while ensuring financial stability during career breaks or health challenges. Our advisors help select appropriate coverage levels aligned with personal circumstances and family needs.
Retirement Strategy
Specialist retirement planning optimises pension contributions and tax-efficient withdrawals to ensure sustainable income throughout retirement. We help clients navigate complex pension rules, implement phased retirement strategies, and create legacy plans for wealth transfer to future generations.
Investment Advice
Our investment advisory service creates diversified portfolios aligned with risk tolerance and financial goals. We offer ongoing market analysis, regular portfolio rebalancing, and performance reporting. Clients benefit from strategic asset allocation across multiple investment vehicles to maximise growth potential while managing market volatility.
People
Andy Brooks
Financial Planner
With extensive experience in financial services, Andy Brooks provides expert guidance on wealth management and retirement planning. His client-focused approach combines technical expertise with practical solutions for long-term financial security.
Michal Zin
Financial Adviser
Michal Zin specialises in life insurance and protection strategies, offering professional advice tailored to individual circumstances. His expertise helps clients secure financial protection for their loved ones through appropriate coverage solutions.
Arturs Novikovs
Wealth Manager
Arturs Novikovs brings significant investment expertise to wealth management, focusing on strategic portfolio development and tax-efficient investment strategies that align with clients' long-term financial objectives.
Chris Wills
Financial Planner
Chris Wills specialises in retirement planning and pension strategies, helping clients navigate complex financial decisions with clear, actionable advice based on industry best practices.
Sabrina Wright
Wealth Adviser
Sabrina Wright provides comprehensive financial guidance with expertise in investment planning and wealth protection strategies, ensuring clients receive well-rounded advice tailored to their specific needs.
Questions
What financial services does Brooks Wealth Management offer?
We provide comprehensive wealth management, financial planning, retirement strategy, income protection, and investment advisory services tailored to individual client needs.
Are you regulated by financial authorities?
Yes, we operate as Wealthline Limited, authorised and regulated by the Financial Conduct Authority (FCA number 684319).
How do you tailor financial plans to individual clients?
Our three-pillar approach begins with understanding your unique circumstances, followed by strategic execution and ongoing results monitoring to ensure alignment with your goals.
What areas do you cover?
While based in Peterborough, we serve clients throughout the UK with personalised financial advisory services.
Do you offer free initial consultations?
Yes, we provide complimentary, no-obligation consultations with our Independent Financial Planners to discuss your financial objectives.
What makes Brooks Wealth Management different?
Our focus on long-term relationships combines expert financial knowledge with genuine care for clients' lifelong financial security across all wealth stages.
Videos
Reviews (2)
Gary Meades
Nov 18, 2021
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Helpful, friendly and professional service. Recommend to anyone looking for personalised financial services.
Janice Alberts
Sep 25, 2019
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I had Ian Cunningham visit me to give me advice on estate planning. He was friendly, sympathetic and empathetic to my situation. He listened to me and spoke to me in a manner that I could understand. He was honest with me in saying that he recommends that a solicitor dealt with my case and recommended one. I was very pleased with Ian in giving me guidance and I feel that I can take things forward now. Thank you.
