Brooks Financial Planning Limited - Truro

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Brooks Financial Planning Limited: A Trusted Financial Partner

For individuals and families seeking expert guidance in navigating their financial future, Brooks Financial Planning Limited stands as a reputable and dedicated service provider. Based in Truro, Cornwall, the firm operates from its established address at Arghans House, Green Court, Truro Business Park, Threemilestone, Truro TR4 9LF, United Kingdom. Clients can readily contact them via telephone at Phone: 1872561332, or visit their website at Website: brooksfinancialplanning.co.uk. Their core specialization is as a Financial Consultant, offering personalized strategies tailored to meet diverse financial goals.

Location and Accessibility

The firm’s Truro location provides a convenient and accessible service for clients in Cornwall and the surrounding areas. Brooks Financial Planning is committed to inclusivity and ensuring a comfortable experience for all. The office boasts several accessibility features, including a Wheelchair-accessible car park, a Wheelchair-accessible entrance, and a Wheelchair-accessible toilet. Furthermore, a dedicated restroom facility is also available.

Services and Expertise

Brooks Financial Planning specializes in providing comprehensive financial planning services. While details of the precise services offered are best obtained directly from the firm, it’s understood they work with a broad range of clients, assisting them in areas such as investment management, retirement planning, and estate planning. The firm’s approach seems to prioritize building long-term relationships based on trust and understanding, as evidenced by the longevity of many of their client accounts. It's clear they focus on delivering not just financial advice, but also a compassionate and supportive approach, particularly in times of personal difficulty.

Client Feedback and Reputation

Brooks Financial Planning currently holds 11 reviews on Google My Business, all receiving an impressive Average opinion: 5/5. This exceptional feedback suggests a high level of client satisfaction and a commitment to delivering superior service. Many clients highlight the firm’s proactive approach to investment management, emphasizing consistent performance and a balanced strategy combining income generation with sustainable growth. The dedication to client well-being, particularly demonstrated through supportive service during challenging circumstances, appears to be a significant factor in their positive reputation.

Key Takeaways & Recommendation

Brooks Financial Planning Limited presents itself as a professional, accessible, and client-focused financial consultancy. Their commitment to accessibility, combined with consistently positive client feedback, suggests a firm that prioritizes both financial success and a supportive client experience. For those seeking a trustworthy partner to help them achieve their financial aspirations, Brooks Financial Planning offers a compelling proposition. We strongly recommend visiting their website at brooksfinancialplanning.co.uk to explore their services in more detail and to schedule a consultation – it’s the ideal starting point for a discussion about your individual financial needs.

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👍 Reviews of Brooks Financial Planning Limited

Martin K.

5/5

Adam, Peter and the team based in Truro have done a great job looking after our Investments for many years. Monies advised upon have performed very well. A good mixture of income when needed and steady growth besides.
The kindness and understanding shown when my dear mother died (also an SJP/Brooks client) was hugely appreciated.
Close local contact. Highly recommended.

Mark W.

5/5

Peter and his team have looked after my investments for some years and I've always found their service to be highly professional but equally importantly, personable and very much engaged in what my priorities are. And it is nice to have such a talented and able team so locally placed. I don't hesitate to recommend their services.

Mike B.

5/5

Lovely people. Really helpful and extremely knowledgable. They have really helped me plan my finances for the future to give my family and myself peace of mind.

Sue H.

5/5

Both my husband and I have been in regular contact with, and indeed entrusting Peter, Adam and all the team at Brooks Financial Planning for many years with our various investments.

We have complete faith in them both as a Company and as a team. Their regular correspondence with us and attention to detail is extremely personal. The service we receive is second to none.

Peter, Carolyn and Adam, together with all of their team are caring and down to earth. They understand our investment needs and respond accordingly.

We both highly recommend them.

Laura J. W.

5/5

I highly recommend Sarah. She made everything easy! Sarah took the time to tailor her advice to my unique situation and goals. She was professional, responsive, and supportive throughout, providing me with a comprehensive pension strategy.

Claire F.

5/5

Both myself and my husband have used Brooks Financial Planning for the last 5 years. Our adviser, Paul Tonkin, is always available and explains everything so clearly to us. Whenever we want to make a big financial decision we discuss with Paul and he always brings something to the table. We feel confident and happy that our investments are being well looked after.

Amanda G.

5/5

I've always found Brooks Financial Planning to be very professional and knowledgeable. Adam, my adviser, is very efficient and regularly reviews my financial situation. I would highly recommend them to anyone looking for financial advice.

Phillip H.

5/5

On the ball. Very efficient and hopefully a great product to boot!