Brooks Financial Planning Limited
Brooks Financial Planning Limited is a financial advisory firm that provides services such as investment management, retirement planning, and corporate services to assist clients in achieving their financial goals.
- Tax planning
- Corporate services
- Retirement planning
- Protection planning
- Investment management
- Mortgages and specialist banking
- Intergenerational wealth management
Locations
Competitors
Hanbury Financial Planning Ltd is a financial advisory firm that provides tailored wealth management and financial advice to clients across the UK.
Quilter is one of the UK's leading wealth managers, dedicated to helping individuals plan and manage their finances.
Kelsall Steele Investment Services is a specialist wealth management firm based in Cornwall, providing comprehensive financial planning and investment advice.
Company Details
Brooks Financial Planning Limited is operated by Brooks Financial Planning Limited and is a Active company incorporated on 27 November 2018 with the registered office located in Truro, Cornwall. Brooks Financial Planning Limited was registered 6 years ago.
Status
Active
Size
Small
Directors
3
Age
6 years old
Employees
11
Turnover
Unreported
Total Assets
£2.02M
Cash in Bank
£219.12K
Total Liabilities
-£1.23M
Teams
9
3
3
2
2
1
2
Director • Joined Jan 2009
Office Manager • Joined Jul 2023
Client Relations Manager • Joined Aug 2024
Administrator • Joined Aug 2021
Financial Consultant • Joined Aug 2020
Chartered Senior Paraplanner • Joined Jan 2020
Academy Adviser • Joined Dec 2024
Chartered Financial Planner MCSI • Joined Oct 2021
Financial Planner • Joined May 2024
Director • Joined Jan 2009
Office Manager • Joined Jul 2023
Financial Consultant • Joined Aug 2020
Chartered Financial Planner MCSI • Joined Oct 2021
Financial Planner • Joined May 2024
Financial Consultant • Joined Aug 2020
Chartered Financial Planner MCSI • Joined Oct 2021
Financial Planner • Joined May 2024
Client Relations Manager • Joined Aug 2024
Office Manager • Joined Jul 2023
Administrator • Joined Aug 2021
Chartered Senior Paraplanner • Joined Jan 2020
Academy Adviser • Joined Dec 2024