Wealth of a lifetime

Brooks Financial, our specialist financial planning team, will work closely with you to create a plan built around what matters most, from managing your income and growing your wealth today to retirement planning, pensions and securing your family's future.

We build and manage a portfolio tailored to your goals, with transparent fees, rigorous risk management and clear reporting so you always know how your investments are performing.

Brooks Insurance, our specialist insurance team, works with a wide range of clients, finding the right level of cover at the right price. Whether personal or commercial, we can guide you toward the protection that fits your needs.

Brooks Benefits is here to be your employee benefits department. Our team of trusted experts can manage every aspect of your employee benefits offer, helping you attract and retain the right people.

Brooks Mortgages, our specialist mortgage team, can help with high-value loans, second homes, buy-to-lets or complex income structures. We deal with situations like these every day, so we aim to find and arrange a deal that suits your circumstances.

We help charities invest with confidence, with specialist knowledge of charity regulation, trustee obligations and the requirements of the Trustee Act 2000.

Specialist independent financial advice for individuals and trustees in Personal Injury and Court of Protection cases, working closely with solicitors and legal teams to support those who have suffered serious injury.

Expert financial planning and wealth management for professional athletes, from the start of your career to long after it ends, with specialist advice on income protection, tax planning and long-term financial security.