Business Details
37 Years
experience
Trusted Financial Advisers in Leeds & Bradford
Established in 1989, Brooke Financial has been delivering clear and ethical financial advice to individuals and businesses across the UK. With offices in Leeds and Bradford, our team of qualified professionals specialises in pensions, investments, mortgages, and insurance solutions. As founding partners of The Openwork Partnership, we combine decades of local expertise with access to exclusive financial products. Our process prioritises understanding client goals, crafting tailored strategies, and maintaining long-term relationships through regular reviews.We pride ourselves on transparency, with all advice grounded in rigorous analysis of market options. Our advisors hold relevant industry certifications and adhere to strict regulatory standards set by the Financial Conduct Authority. Over 35 years, we've built a reputation for exceptional service, evidenced by our 42 five-star Google reviews. We focus on simplifying complex financial decisions while maintaining a personal touch, ensuring clients feel confident about their financial future.
Services
Pensions Advice
Investment Planning
Mortgage Brokering
Business Protection
Life Insurance
Property Insurance
Conveyancing
Financial Planning
Mortgage Advice
Insurance Solutions
Details
- Year established: 1989
Highlights and features
- 35 years of continuous financial advisory experience since 1989
- Exclusive mortgage deals through Openwork network unavailable online
- Personalised financial planning with regular strategy reviews
- Team of FCA-certified advisors with specialist pensions expertise
- Award-winning customer service evidenced by 42 five-star Google reviews
Associations and certifications
- Financial Conduct Authority
What people say
Fantastic personal service
Friendly and knowledgeable advisors
Excellent service
Highly recommended
Stress-free process
Services
Pensions Advice
We provide comprehensive pensions guidance focusing on tax-efficient savings and retirement income strategies. Our advisors help clients maximise government tax relief while creating sustainable income streams. Services include pension consolidation, drawdown arrangements, and navigating post-2015 pension freedoms.
Mortgage Brokering
Accessing over 50 lenders including exclusive Openwork deals, we offer residential and buy-to-let mortgage solutions. Our process involves assessing clients' financial situations to secure optimal rates. We specialise in complex cases and provide ongoing support through the entire mortgage lifecycle.
Investment Planning
We help clients grow capital through tailored investment strategies for both short and long-term goals. Services cover portfolio management, risk assessment, and tax-efficient structures. Our approach balances growth potential with capital preservation across various market conditions.
Business Protection
We provide critical illness and key person insurance solutions to safeguard businesses against financial disruption. Our advice covers relevant life cover, shareholder protection, and tailored risk management strategies for SMEs and larger organisations.
Life Insurance
We offer term and whole-of-life insurance policies to protect dependants in case of unexpected death. Our advisors help determine appropriate coverage levels while explaining policy features like level premiums and guaranteed payouts.
People
Janice Brooke
Founder & Director
Established Brooke Financial in 1989 with over 35 years' experience in financial services. Leads our advisory team while maintaining hands-on client relationships. Holds FCA-approved qualifications and specialises in pensions and investment strategies.
Deborah Scaife
Senior Advisor
Joined in 2008 with expertise in mortgage brokering and conveyancing. Manages complex property transactions and provides ongoing support to residential and buy-to-let clients. Recognised for exceptional client care in multiple customer reviews.
James Studley
Director
Appointed director in 2018 with specialism in business protection and corporate insurance. Advises SMEs on risk management strategies and has particular expertise in key person insurance and shareholder protection schemes.
Chris
Mortgage Specialist
Recognised for resolving complex mortgage cases and securing competitive deals. Handles both residential and commercial property financing. Multiple customer testimonials highlight his responsiveness and problem-solving abilities.
Meenal
Client Services Manager
Coordinates client communications and transaction management. Praised in reviews for proactive updates and efficient handling of property transactions. Ensures smooth coordination between clients, lenders, and legal parties.
Questions
What financial services do you specialise in?
We specialise in pensions, investments, mortgages, business protection, life insurance, and property insurance. Our FCA-regulated advisors provide comprehensive financial planning solutions tailored to individual and business needs.
Are you regulated by financial authorities?
Yes, we're regulated by the Financial Conduct Authority as an appointed representative of The Openwork Partnership. Our advisors hold relevant industry certifications and follow strict compliance protocols.
How do you handle mortgage applications?
We assess your financial situation, access 50+ lenders including exclusive Openwork deals, and guide you through the process from initial application to completion. We specialise in complex cases and buy-to-let mortgages.
Do you serve clients outside Yorkshire?
Yes, while based in Leeds and Bradford, we serve clients nationwide including our London office. Many clients work with us remotely through secure digital communication channels.
What makes you different from online brokers?
We offer personalised advice, exclusive mortgage deals unavailable online, and ongoing support through the entire financial planning process. Our 35-year track record and 42 five-star reviews demonstrate our service quality.
How are your fees structured?
We provide transparent fee structures during initial consultations. Some services earn commissions from providers, which we fully disclose. We offer no-obligation reviews to discuss all financial implications upfront.
Reviews (5)
Serena Travis
Jan 20, 2022
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Highly recommend Brooke Financial! These guys can make anything happen. They took on my very complicated request, found me a lender and then guided me though each step with so much care and compassion. When it seemed that all hope was lost and I couldnt get a mortgage, James was determined to make it happen and spent so much time going back and forth with the lender to make sure figures added up and finally after 6 months he still hadnt given up and got me a mortgage. I really felt well looked after and was always a pleasure to speak to someone kind and reassuring during such a daunting process
Scott Slater
Jan 07, 2022
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Positive:Professionalism,Quality,Responsiveness,Value
Brooke Financial provided an excellent service in helping me with my re-mortgage. James Studley and Debbie Thurlow answered all my questions efficiently and effectively and gave me the confidence that they genuinely cared about getting me the best deal. Thank you.
Brooke Financial provided an excellent service in helping me with my re-mortgage. James Studley and Debbie Thurlow answered all my questions efficiently and effectively and gave me the confidence that they genuinely cared about getting me the best deal. Thank you.
James Ross
Aug 15, 2021
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Positive:Professionalism,Responsiveness
We were delighted to work with Janice and her team on recommendation from a friend. We were guided through our first house purchase with care and professionalism and even when we experienced a few hiccups along the way, we were helped to find the best solution. Thank you!
We were delighted to work with Janice and her team on recommendation from a friend. We were guided through our first house purchase with care and professionalism and even when we experienced a few hiccups along the way, we were helped to find the best solution. Thank you!
Mana Beigi
Jul 16, 2021
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Janice at Brookes financial and her team are professional, approachable and responsive. We never needed to chase them as they were efficiently dealing with our matter. Janice even gone the extra mile and negotiated the house price for us. They were very clear about what documents they require and approach us when anything required. Overall we are very satisfied with their services and the house purchase went very smoothly. We strongly recommend Brookes financial.
James Varney
Jul 12, 2021
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I have used James for a number of years and the level and quality of service is fantastic.
James has found me deals on various financial products and I have always been surprised with the value that he generates for me. I highly recommend James!
James Varney
James has found me deals on various financial products and I have always been surprised with the value that he generates for me. I highly recommend James!
James Varney
