A Senior Partner Practice of St. James's Place Wealth Management

Brooks Financial Planning Ltd

Peter A Brooks

DipPFS

Peter was invited by the board of St. James's Place Wealth Management to join St. James's Place Wealth Management in 2008 having spent 15 years prior as a Senior Wealth Planning Manager for a national private bank. With over 20 years’ experience in the financial services profession Peter’s areas of expertise are Investment Planning, Tax Planning, Pension Planning, Inheritance Tax Planning and Estate Preservation.

About

Away from the office Peter enjoys spending time with his wife and children. Peter is also a keen bowler, playing for his local club and also represents Cornwall.

Promotions

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We have many years of experience in wealth management and we are dedicated to your financial well-being.

My team are dedicated to your financial well-being.

Carolyn Amy-Brooks

Practice Manager

Adam Brooks

Adviser

Paul Tonkin

Financial Adviser
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Edward Mortimore

Financial Adviser

Katherine Clotworthy

Operations Manager

Simon Aspinall

Paraplanner

Marged Rees

Trainee Paraplanner

Tracey Oakley

Administration Assistant

Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgages and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
COVID-19
Here to support you and help to provide peace of mind in this uncertain time.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

Testimonials

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During January 2013, our financial adviser retired & introduced us to Mr. P. Brooks of St. James's Place. Since then, his help and guidance has been invaluable to me & our family. He & his secretary have guided us through all the changes that occurred when my husband died, this support continues. It...
Diana Webber |Retired Teacher, St. Erth Hayle

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Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

The Partner Practice 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) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Brooks Financial Planning Ltd is registered in England and Wales, Number 11698410. Registered Office: Arghans House Greencourt, Threemilestone Business Park, Truro, Cornwall, TR4 9LF.