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

Andrew Brooks Wealth Planning

Andrew Brooks

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.

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 Wealth Management. 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.

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Advice & Services

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

Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.

Testimonials

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Andrew has consistently provided me with excellent personal service. He is very prompt in his communication and is always ready to meet for a chat and consultation. He understands my interests, goals and comfort with levels of risk, his insight and investment advice has exceeded my expectations. He ...
Philip Hedigan |VP Sales & Marketing, Dublin

Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.

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.