Business Details
18 Years
experience
Trusted Financial Advisers in Truro
Brooks Financial Planning has been dedicated to providing tailored financial advice since 2008, helping clients navigate complex wealth management challenges. Our approach centres on building long-term relationships, ensuring each client receives personalised solutions aligned with their unique circumstances. As an Appointed Representative of St. James's Place Wealth Management, we combine industry expertise with a commitment to transparency and client education.Our team prioritises understanding individual needs, offering guidance on investment planning, retirement strategies, and intergenerational wealth transfer. With a focus on continuous support, we aim to simplify financial decision-making while maintaining the highest standards of professionalism and regulatory compliance. Clients consistently highlight our responsiveness, technical knowledge, and ability to deliver results through evolving market conditions.
Services
Investment Management
Retirement Planning
Protection Planning
Corporate Services
Mortgages
Wealth Management
Details
- Year established: 2008
Highlights and features
- We offer over 15 years of experience in financial advisory services
- Our team holds FCA-regulated status for compliance assurance
- We provide bespoke wealth management solutions tailored to individual needs
- Our client retention rate exceeds 95% through ongoing support
- We maintain transparent fee structures with no hidden charges
Associations and certifications
- Financial Conduct Authority (FCA)
What people say
Sound and trustworthy advice
Personalised financial solutions
Knowledgeable and helpful team
Excellent ongoing support
Confidence in expertise
Services
Investment Management
Our investment management service creates tailored portfolios aligned with your risk profile and financial objectives. We monitor market conditions and adjust strategies to optimise returns while maintaining appropriate diversification. Clients benefit from regular performance reviews and transparent reporting, ensuring their investments remain aligned with evolving personal circumstances and market opportunities.
Retirement Planning
We develop comprehensive retirement plans considering pension provisions, tax efficiency, and income requirements. Our approach ensures financial security during retirement while maximising available allowances. Through regular reviews and scenario planning, we help clients navigate changing regulations and market conditions to maintain their desired lifestyle post-retirement.
Protection Planning
Our protection planning safeguards clients' financial well-being through appropriate insurance solutions. We assess individual needs to recommend life cover, critical illness, and income protection policies. This service ensures clients' families and businesses remain financially secure against unforeseen circumstances while integrating with broader wealth management strategies.
Corporate Services
We provide tailored financial solutions for business owners, including succession planning and employee benefits. Our corporate services address tax-efficient structures and long-term business sustainability. Clients receive strategic guidance to align company financial goals with personal wealth objectives, ensuring comprehensive financial management for business owners.
Wealth Management
Our holistic wealth management approach coordinates all aspects of clients' financial affairs. We integrate investment, tax, and estate planning to create cohesive strategies that evolve with clients' needs. This comprehensive service ensures all financial elements work together effectively, providing clarity and confidence in achieving long-term objectives.
People
Peter Brooks
Founder
With over 15 years of experience, Peter established Brooks Financial Planning in 2008. He specialises in long-term investment strategies and has guided numerous clients through complex financial transitions while maintaining FCA-regulated standards.
Paul Tonkin
Financial Adviser
Paul has provided expert financial advice for over a decade, focusing on retirement planning and wealth protection. Clients consistently praise his clear communication style and ability to simplify complex financial concepts for better understanding.
Adam Brooks
Partner
Adam contributes extensive corporate finance expertise to the team. He specialises in business succession planning and has helped numerous entrepreneurs develop sustainable wealth management strategies aligned with their professional and personal objectives.
Carolyn
Client Services Manager
Carolyn oversees client relations with 12 years of experience in financial services. She ensures seamless communication between clients and advisers, maintaining the practice's high standards of service delivery and client satisfaction.
Ed Mortimore
Financial Planner
Ed specialises in tax-efficient investment structures and estate planning. With eight years of advisory experience, he provides detailed analysis and clear guidance to help clients optimise their financial arrangements while maintaining compliance.
Questions
What financial services do you specialise in?
We specialise in investment management, retirement planning, protection strategies, corporate financial solutions, and comprehensive wealth management tailored to individual circumstances.
How do you work with clients?
We begin with detailed consultations to understand your financial situation and goals, then create customised plans with regular reviews to ensure ongoing alignment with your needs.
Are you regulated by financial authorities?
Yes, we operate as an Appointed Representative of St. James's Place Wealth Management, which is authorised and regulated by the Financial Conduct Authority.
What areas do you cover?
While based in Truro, we serve clients across Cornwall and surrounding regions including Plymouth, Falmouth, and St Austell.
How are your fees structured?
Our fee structure is transparent and agreed upfront, with no hidden charges. We provide clear explanations of costs before commencing any advisory services.
Can you help with business financial planning?
Yes, we offer corporate financial solutions including succession planning, business protection, and tax-efficient structures tailored to entrepreneurs' specific needs.
