Brooks Financial Planning Ltd
Senior Partner Practice of St. James's Place Wealth Management
“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 is a great comfort to find trustworthy people who guide you with your business affairs. I am so grateful.”
Diana Webber, Retired Teacher, St. Erth Hayle
“We have been clients of Peter Brooks for 9 years, when he took over the Cornwall business of our formal St. James's Place Partner. Peter's friendly, professional advice, coupled with the benefit of responsive back-office staff has been exceptional. We have held St. James's Place investments for over 20 years and their performance has been excellent. We are therefore able to recommend without hesitation Brooks Financial Planning to any potential client.”
“He has always given us efficient service and calls on us in our home. For many years we have enjoyed a personal relationship and he is very patient in explaining the various options open to us and their advantages. He is backed up by several efficient members of staff. I would certainly recommend him to others and done so.”
Tony Bowden, Rock
“During the 5 or 6 years that he has been our Partner he has given us sound advice and first class service, backed up by his helpful staff and efficient office. We have a very friendly relationship and would recommend him to anyone. ”
“St. James's Place Partner, Peter Brooks, has been most helpful and friendly in dealing with my investments. His staff are always pleasant when I contact the company by phone and I am always kept right up to date with all the various transactions. I have absolutely no hesitation in recommending Peter Brooks and his staff to any of my friends or contacts.”
Mrs D M Bray, Retired, Truro
“Peter Brooks has been flawless and I enjoy his working manner which is so pleasant and relaxing. His financial guidance is by far the best I have ever received and I trust him implicitly. I am so happy with the advice that I have recommended him to others.”
Mr A & Mrs C Pearcey, Truro
“Peter Brooks has advised our family for a number of years. We have found his expertise invaluable. For those of us who are outside the world of finance his professionalism together with his invaluable advice gives us confidence. To deal with someone who is considerate to our needs and understanding has instilled our trust in him. We would readily recommend Peter to those seeking financial advice.”
Hillary & Anthony, Cornwall
“Peter is very knowledgeable and has the enthusiasm and commitment to provide his clients with a very personal service.
“At last we have found someone to handle our financial investments in whom we have complete faith and confidence.”
Mr R & Mrs J Bailey, St. Austell
“When after busy professional careers we retired and moved to the South West in 2004. It was with the experience of having a kind but modest performance from our advisers in London. In 2006 I met Peter Brooks and we quickly struck a chord.”
Mr P Le Patourel, Falmouth
Past performance refers to the past and is not a reliable indicator of future results.
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 07347011. Registered Office: Arghans House Green Court, Threemilestone Business Park, Truro, Cornwall, TR4 9LF.