Business Details
28 Years
experience
Your Trusted Partner for Financial Planning Solutions
We are an award-winning firm of independent financial planners and employee benefits consultants dedicated to delivering tailored solutions for individuals, businesses, and charities. With offices in Norwich, Diss, and Peterborough, our team of experts provides comprehensive services including financial planning, wealth management, workplace pensions, and employee benefits. Our approach combines deep industry expertise with a commitment to understanding each client's unique circumstances, ensuring long-term relationships built on trust and exceptional service.As part of the Brooks Macdonald Group Plc, we maintain rigorous compliance standards and hold accreditations that reflect our dedication to excellence. Our client testimonials highlight our responsiveness, professionalism, and ability to simplify complex financial matters.
Services
Financial Planning
Wealth Management
Workplace Pensions
Employee Benefits
Charity Investments
Details
- Year established: 1998
Highlights and features
- We offer over 25 years of combined experience in financial planning and employee benefits
- Our team includes Chartered Financial Planners and Certified advisers
- We maintain FCA authorisation and regulatory compliance
- Our client retention rate exceeds 90% through personalised service
- We provide independent, whole-market solutions for all client sectors
Associations and certifications
- Brooks Macdonald Group Plc
- National Council for Voluntary Organisations (NCVO) Trusted Supplier
What people say
Outstanding service
Expertise beyond expectations
Professional and helpful
Peace of mind
Highly recommend
Services
Financial Planning
Our financial planning service creates tailored strategies to help clients achieve their life goals through tax-efficient wealth management. We assess your current financial position, future aspirations, and risk tolerance to develop comprehensive plans covering retirement, inheritance tax, and intergenerational wealth transfer. With ongoing reviews and adjustments, we ensure your financial strategy evolves alongside your changing circumstances and market conditions.
Workplace Pensions
We design workplace pension schemes that balance employer obligations with employee benefits while maintaining compliance with auto-enrolment regulations. Our consultants help businesses select appropriate pension providers, implement effective communication strategies, and manage ongoing administration. We also assist with pension transfers and changes to existing arrangements to ensure optimal outcomes for both employers and employees.
Employee Benefits
Our employee benefits consultancy helps organisations create competitive benefits packages that enhance staff retention and attraction. We specialise in designing customised solutions including health insurance, share schemes, and financial wellbeing programs that align with company values and budgetary constraints. Our approach ensures maximum employee engagement while maintaining cost-effectiveness for employers.
Charity Investments
We provide specialist investment advice to charitable organisations, helping trustees develop appropriate investment policies and manage endowments. Our services include portfolio construction, risk management, and performance monitoring tailored to each charity's specific objectives and regulatory requirements. We also offer guidance on tax-efficient giving and long-term financial sustainability strategies.
Tax Planning
Our tax planning service focuses on minimising tax liabilities through legitimate, sustainable strategies that comply with current legislation. We advise on pension contributions, capital gains tax mitigation, and inheritance tax planning using vehicles such as trusts and charitable giving. Our approach ensures clients retain more of their wealth while maintaining full compliance with HMRC regulations.
People
Mark Brown
Managing Director
With over 25 years in financial services, Mark leads Lucas Fettes Financial Planning's strategic development. He ensures operational excellence while maintaining our client-centric approach to financial planning and employee benefits consultancy.
Angela Carpenter
Chartered Financial Planner
Angela brings 30 years' experience advising high-net-worth individuals and charities. Her expertise in complex financial planning solutions helps clients achieve long-term wealth preservation and intergenerational transfer objectives.
Graham Moore
Chartered Financial Planner
A founding member of the Norwich office, Graham specialises in holistic financial planning. He has helped families navigate pension consolidation, retirement planning, and inheritance tax mitigation for over two decades.
Liz Burrows
Chartered Financial Planner
With 25 years in the industry, Liz focuses on simplifying pensions and retirement planning for individuals and businesses. Her approach combines technical expertise with clear communication to demystify financial concepts.
Kevin Froggatt
Independent Financial Planner
Kevin provides independent advice drawing on his 18 years in financial services. He specialises in helping clients understand investment risks and opportunities while maintaining regulatory compliance.
Questions
What areas do Brooks Financial cover?
We operate from Norwich, Diss, and Peterborough offices, serving clients across East Anglia, London, and nationwide through remote consultations.
Are your financial advisers qualified?
Our team includes Chartered Financial Planners, Certified Financial Planners, and specialists with over 20 years' experience in financial services.
Do you work with both individuals and businesses?
Yes, we provide tailored solutions for private clients, charities, and businesses, including workplace pensions and employee benefits packages.
How are your investment services structured?
We offer discretionary fund management, managed portfolios, and bespoke investment strategies aligned with individual risk profiles and financial goals.
What makes Brooks Financial different?
Our independence allows whole-market product access, combined with personal service from advisers who maintain continuous professional development.
How do you charge for financial advice?
Our charges are competitive and transparent, with fees structured according to service complexity and client-specific requirements as detailed in our disclosure documents.
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