Brooke Financial is a well established Financial Advisory Practice offering clear and ethical advice to both personal and corporate clients. We will prepare a personal report and recommendation to help you achieve your financial goals. We will agree a plan to achieve your objectives and keep you informed each step of the way.
We will also keep in touch and review your needs at regular intervals. The value of your investment and any income from them may fall as well as rise and is not guaranteed. You may get back less than you invest. HM Revenue and Customs practice and the law relating to taxation is complex and subject to individual circumstances and changes which cannot be foreseen.
We will also keep in touch and review your needs at regular intervals. The value of your investment and any income from them may fall as well as rise and is not guaranteed. You may get back less than you invest. HM Revenue and Customs practice and the law relating to taxation is complex and subject to individual circumstances and changes which cannot be foreseen.
Services
Meet the team
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Janice has over 27 years experience as a Financial Advisor and has built up a successful practice with over 2000 clients. Janice started out in financial services with Allied Dunbar and latterly Openwork and has a wealth of knowledge in investments and pensions. Janice is currently working towards her grade four in piano and enjoys the theatre and spending time with her family.
Pensions
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This will depend upon a number of factor's including your income, available monies to invest long term, the term left until you retire and your desired income in retirement. You may wish to use a percentage of your income as a guide, 5% of your monthly income is not an untypical figure to save each month.
Investments
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Capital sums for investing are acquired in many ways. These include inheritance, maturing savings policies, windfalls and proceeds from many years of saving. Investment types & requirements can be divided into short and long term needs. These include saving for a car or a holiday. The most suitable investment type is usually a deposit account such as a bank or building society account.
Mortgages
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We offer a comprehensive range of deals from across the market, including exclusive mortgage deals via our Openwork network. We offer a comprehensive range of deals from across the market, including exclusive mortgage deals via our Openwork network that are not available online or direct for both residential and commercial investment purposes (buy to let).
Life Assurance
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