Brooks Financial Planning Limited
Financial Services • 
Truro, England, United Kingdom • 11-20 Employees
Company overview
| Headquarters | Arghans House, Green Court, Threemilestone Buinsess Park, Truro, Cornwall TR4 9LF, GB |
| Phone number | +441872561332 |
| Websites | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Mortgages, Tax Planning, Investment Planning, Pensions, Trusts, Financial Advice, Unit Trusts, Bonds, Financial Planning, Corporate, Protection, Life Cover, Sipp, ISA, Investment Bonds, Defined Benefit Pensions, Offshore Bonds, Estate Plannnig |
| Founded | 2010 |
| Employees | 11-20 |
| Socials |
Key Contact at Brooks Financial Planning Limited
Carolyn Amy-Brooks
Director
Brooks Financial Planning Limited Email Formats
Brooks Financial Planning Limited uses 1 email format. The most common is {first name}.{last name} (e.g., john.doe@sjpp.co.uk), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@sjpp.co.uk | 100% |
About Brooks Financial Planning Limited
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 help them achieve their ongoing goals. 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’. We believe 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 18/03/2024
Brooks Financial Planning Limited revenue & valuation
| Annual revenue | $1,026,660 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,300,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Brooks Financial Planning Limited has 4 employees across 3 departments.
Departments
Number of employees
Funding Data
Brooks Financial Planning Limited has never raised funding before.
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