Andrew Brooks
ACSI, CeMAP
I put you, the client at the centre of everything I do. Preservation and enhancement of your wealth is core to the personal face-to-face wealth management, financial advice and service that I provide.
Specialisms:
About
I take the time to understand your circumstances, concerns, responsibilities and ambitions, before designing and implementing a personalised financial strategy and keeping it under regular review. I understand that only through regular contact with you I can help you achieve your goals.
There are no off-the-shelf answers or shortcuts for a successful financial plan. It is our belief that by working with you we can provide tailored solutions that meet your needs and what is important to you. We achieve this through a high quality and comprehensive financial planning and solution service centred on your financial and life aspirations.
Andrew Brooks Wealth Planning was established in 2015, when its Principal Andrew Brooks accepted an invitation to join St. James's Place. Prior to this, Andrew was a Private Banker for 20 years.
Based in the City of London, Andrew Brooks Wealth Planning provides strategic financial planning and wealth management services to individuals and their families.
Our clients are based in London and the South East as professionals, entrepreneurs, business owners and executives but this is by no means an exclusive list.
There are no off-the-shelf answers or shortcuts for a successful financial plan. It is our belief that by working with you we can provide tailored solutions that meet your needs and what is important to you. We achieve this through a high quality and comprehensive financial planning and solution service centred on your financial and life aspirations.
Andrew Brooks Wealth Planning was established in 2015, when its Principal Andrew Brooks accepted an invitation to join St. James's Place. Prior to this, Andrew was a Private Banker for 20 years.
Based in the City of London, Andrew Brooks Wealth Planning provides strategic financial planning and wealth management services to individuals and their families.
Our clients are based in London and the South East as professionals, entrepreneurs, business owners and executives but this is by no means an exclusive list.
Testimonials
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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.
