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About Coffey Brooks Financial Services

We are Independent Financial Advisors and have been trading since 2002. We are directly authorised and regulated by the financial conduct authorised, which provides clients with reassurance that the advisers have achieved a level of qualification and have many years professional industry experience to enable us to work for you! We have built a strong business based on the principles of delivering high quality advice and expertise to our clients. We pride ourselves on the level of service that we provide to our clients, which we believe they expect and deserve. The depth of our knowledge means we can offer advice in the areas of Investments, Retirement Planning, Estate Planning and Protection. We strongly believe that our investment process provides a clear and fresh approach that ensures our clients fully understand investment risk and provides our clients with clarity around their investments. The experience our advisers have accumulated enables us to develop a high level of technical expertise covering taxation and legislation, along with economic and investment issues. All our Financial Planners adhere to a respected code of ethics and are responsible for maintaining a high level of continued professional development to ensure knowledge is up to date with the latest legislation and technical developments. We work for you.

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