Brooks Financial Planning Ltd

We have been clients of Peter Brooks for 9 years, when he took over the Cornwall business of our former SJP Partner.  Peter’s friendly, professional advice, coupled with the benefit of responsive back office staff has been exceptional.

We have held SJP investments for over 20 years and their performance has been excellent.  We are therefore able to recommend without hesitation Brooks Financial Planning to any potential client.

(Past performance is not indicative of future performance.)

Peter Brooks’ help and guidance has been invaluable to me and our family.  He and his secretary have guided us through all the changes that occurred when my husband died and this support continues.

It is a great comfort to find trustworthy people who guide you with your business affairs.  I am so grateful.

Adam has always provided us with clear and concise information and offered a wide range of options and choices regarding our funds.  He clearly states the potential benefits and risks, providing a detailed rationale for both.  He is always extremely helpful, pleasant to deal with, knowledgeable and considerate of our needs and best interests.  Nothing is too much trouble and we would wholeheartedly recommend him to anyone seeking expert advice.

Mr and Mrs P Brooks and their dedicated team have always been extremely professional and prompt in their advice.

I have recommended their services to others and would not hesitate to continue to do so.

St. James’ Place Partner Peter Brooks has been most helpful and friendly in dealing with my investments.

His staff are always pleasant when I contact the company by phone and I am always kept right up to date with the various transactions. I have absolutely no hesitation in recommending Peter Brooks and his staff to any friends or contacts.

Paul Tonkin has been the most reliable, trustworthy, efficient and supportive financial advisor for whom I have a great regard. His advice is always comprehensive, enabling me to make well-informed decisions. For many years he has guided me through financial options but recently was invaluable regarding my elderly mother, establishing a care plan and investments to guarantee her future at the nursing home of her choice.

Paul has always put my interests first and his advice is second to none. The service and support is exceptional and I would highly recommend him to anyone.

Having now been with Brooks Financial Planning for the past 10 years, we can honestly and without reservation say that they have exceeded all our expectations.

Peter, Carolyn and team have been superb – professional, yet relaxed and responsive, competently and sensitively responding to our current and future financial needs and security.

We have recommended them to close friends and family and have no reservations in continuing to do so.