Business Details
18 Years
experience
Your Trusted Partner for Financial Planning Solutions
Established in 2008, Brooks Financial Planning has built a reputation for delivering tailored financial solutions grounded in deep client relationships. Our team of certified professionals specialises in wealth management, investment planning, and retirement strategies, working closely with individuals and businesses to navigate complex financial landscapes. Backed by the St. James's Place Partnership, we combine local expertise with industry-leading resources to provide transparent, ethical advice.With over 15 years of experience serving clients across Cornwall and beyond, we prioritise long-term financial security through personalised strategies. Our commitment to excellence is reflected in client testimonials highlighting our responsive service, home visits, and ability to simplify intricate financial concepts. As an Appointed Representative of St. James's Place Wealth Management, regulated by the Financial Conduct Authority, we uphold rigorous standards of professionalism and client care.
Services
Investment Management
Retirement Planning
Protection Planning
Corporate Services
Mortgages
Wealth Management
Tax Planning
Pension Arrangements
Intergenerational Wealth
Financial Consultation
Details
- Year established: 2008
Highlights and features
- We offer personalised financial strategies tailored to your unique circumstances
- Our team includes certified professionals with over 15 years of local expertise
- We provide home visits for convenient, face-to-face financial consultations
- We operate with full transparency and no hidden fees
- Our clients benefit from access to St. James's Place's industry-leading resources
Associations and certifications
- Financial Conduct Authority
What people say
Sound and trustworthy advice
Personalised financial strategies
Exceptional home visit service
Professional and prompt advice
Complete faith in their expertise
Services
Investment Management
Our investment management service creates tailored portfolios aligned with your financial goals and risk tolerance. We monitor market trends and adjust strategies to optimise returns while maintaining appropriate diversification. Clients benefit from regular reviews and transparent reporting to ensure their investments remain on track.
Retirement Planning
We develop comprehensive retirement plans considering your current assets, desired lifestyle, and tax implications. Our approach ensures financial security during retirement while maximising available allowances. Regular reviews help adapt plans to changing circumstances or regulations.
Wealth Protection
This service focuses on protecting your assets through appropriate insurance and estate planning. We help clients implement strategies to preserve wealth for future generations while minimising tax liabilities. Our approach considers both immediate and long-term protection needs.
Tax Planning
Our tax planning service identifies legitimate opportunities to reduce tax liabilities across investments and estate planning. We ensure compliance with current regulations while optimising tax-efficient structures. Regular reviews adapt strategies to legislative changes.
Corporate Services
Tailored financial solutions for business owners including succession planning, pension arrangements, and investment strategies. We address unique challenges faced by entrepreneurs and senior executives, providing clarity on complex financial matters.
People
Adam Brooks
Director
With over 15 years' experience, Adam leads our team in delivering tailored financial solutions. His expertise in wealth management and commitment to client service ensures comprehensive, ethical advice. Adam maintains strong local knowledge of Cornwall's financial landscape.
Paul Tonkin
Financial Adviser
Paul provides expert financial guidance with a focus on retirement planning and investment strategies. His client-centred approach includes home visits and clear communication of complex financial concepts. He has served clients in Cornwall since 2008.
Ed Mortimore
Financial Adviser
Ed offers specialist financial advice with particular expertise in tax planning and wealth protection. His professional approach combines technical knowledge with personalised service, ensuring clients understand their financial options.
Peter Brooks
Senior Adviser
Founder of the practice, Peter has over 20 years' experience in financial services. His deep understanding of investment planning and pension arrangements benefits both individual and corporate clients across the South West.
Carolyn Brooks
Client Services Manager
Carolyn oversees client relations and ensures smooth implementation of financial strategies. Her organisational skills and attention to detail support the team in delivering exceptional service to private and business clients.
Questions
What financial services do you specialise in?
We specialise in investment management, retirement planning, wealth protection, tax planning, and corporate financial solutions tailored to individual needs.
How do you work with clients?
We begin with a comprehensive consultation to understand your goals, then create tailored strategies with regular reviews to ensure ongoing alignment with your objectives.
Are your financial advisers qualified?
All our advisers hold relevant industry qualifications and maintain continuing professional development to ensure up-to-date expertise.
Can you help with complex financial situations?
Yes, we specialise in addressing complex scenarios including intergenerational wealth transfer, business succession planning, and tax-efficient investments.
How are investment risks managed?
We conduct thorough risk assessments and create diversified portfolios aligned with your risk tolerance, with regular monitoring and adjustments as needed.
Do you offer home visits?
Yes, we provide home visits for client convenience, allowing more relaxed discussions about your financial requirements in your own environment.
