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.
At Andrew Brooks Wealth Planning we put you, the client at the centre of everything we do. Preservation and enhancement of your wealth is core to the personal face to face wealth management, financial advice and service that we provide.
We achieve this by taking the time to understand your circumstances, concerns, responsibilities and ambitions, before designing and implementing a personalised financial strategy and keeping it under regular review. We understand that only through regular contact with you we can 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.