Brooks Financial Planning

With over 20 years in Financial Services, we recognise that clients expect excellent personal service from their Advisers. We are committed to building long-term relationships with our clients to ensure their ongoing goals are achieved. We work closely to form relationships based on trust and build an in-depth understanding of your finances. It’s one of the reasons why so many of our original clients still choose us and recommend us to their family and friends. This is important to you, because a lasting relationship means we can give you the best advice and help you plan effectively for your future. You’ll see that your interests are at the heart of everything we do. That’s why we go out of our way to make things easy, like arranging convenient face-to-face meetings at your home or workplace, as well as at our offices in Truro and Exeter. We also take the time to get to know you; to really understand your aims and objectives. This kind of personal service means we are able to provide tailored investment solutions that are right for you, and not just something ‘off the shelf’. Our knowledge and experience is second to none – you can look forward to the future with optimism. Discover the Brooks Financial Planning difference for yourself and take the first step towards a more rewarding financial future. Your home may be repossessed if you do not keep up repayments on your mortgage. The value of an investment with St. James's Place may fall as well as rise. You may get back less than you invested. Trusts are not regulated by the Financial Conduct Authority Brooks Financial Planning Limited is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP Approved 10/03/2023