Brooks Wealth Management Peterborough
Brooks Wealth Management provides independent financial planning services, focusing on wealth-building for individuals and families. They offer tailored strategies to support financial success.
- Protection
- Wealth Management
- Financial Planning
- Saving & Investing
- Retirement Planning
Locations
Digital Popularity
Available on
Competitors
Aurea Financial Planning is an award-winning financial planning company based in Peterborough, Cambridgeshire, specialising in helping clients achieve their lifestyle ambitions through comprehensive financial strategies.
Company Details
Brooks Wealth Management Peterborough is operated by Wealthline Limited and is a Active company incorporated on 5 November 2013 with the registered office located in Peterborough, Cambridgeshire. Wealthline Limited was registered 11 years ago.
Status
Active
Size
Micro
Directors
2
Age
11 years old
Employees
11
Turnover
Unreported
Total Assets
£222.56K
Cash in Bank
£215.1K
Total Liabilities
-£70.13K
Teams
9
6
6
2
Financial Executive • Joined May 2018
Business Administrator • Joined Nov 2021
Trainee Financial Executive • Joined Nov 2024
Managing Director (MD) • Joined Sep 2011
Business Administrator
Independent Financial Planner • Joined Apr 2023
Independent Financial Advisor • Joined Jan 2022
Independent Financial Advisor • Joined Sep 2021
Financial Trainee
Managing Director (MD) • Joined Sep 2011
Business Administrator • Joined Nov 2021
Business Administrator
Independent Financial Planner • Joined Apr 2023
Independent Financial Advisor • Joined Jan 2022
Independent Financial Advisor • Joined Sep 2021
Financial Executive • Joined May 2018
Financial Executive • Joined Nov 2021
Independent Financial Planner • Joined Apr 2023
Independent Financial Advisor • Joined Jan 2022
Independent Financial Advisor • Joined Sep 2021
Financial Trainee
Trainee Financial Executive • Joined Nov 2021
Trainee Financial Executive • Joined Nov 2024