Brooks Wealth Management - Peterborough

Brooks Wealth Management

Located at the address 34 Thorpe Wood, Peterborough PE3 6SR, United Kingdom, Brooks Wealth Management is a reputable financial consultant firm that has been providing exceptional services to their clients for many years. With a phone number of 1733314553, and a website available at brookswealth.co.uk, this company is committed to offering personalized financial solutions to their clients.

Specialties

The company specializes in financial consulting, helping individuals navigate through their financial needs, including retirement planning, investments, and insurance policies. They have also been recognized for their wheelchair-accessible facilities, including a car park and a toilet, making it easier for people with disabilities to access their services.

Opinions and Reviews

Brooks Wealth Management has gained a strong reputation in the industry, with a total of 9 reviews on Google My Business and an impressive average rating of 5 out of 5 stars. Clients have praised the company for its exceptional customer service and expert advice. Michal Zin, a notable advisor at the firm, has been lauded for his ability to find tailored solutions for clients, such as moving money from an NHS pension into a private plan. Moreover, clients have found him to be very personable and helpful, further enhancing the company's reputation.

It is essential to note that while Michal's ability to address specific situations like transferring funds from a defined benefit scheme is remarkable, the success of each client's case will depend on the complexity and specific requirements of their situation. Nonetheless, the company's commitment to providing exceptional service and expert advice is evident in their numerous positive reviews.

Final Recommendation

If you are looking for a reliable financial consultant firm that prioritizes customer satisfaction and expert advice, Brooks Wealth Management is an excellent choice. With a strong reputation and an average rating of 5 out of 5 stars, it is clear that their clients trust and appreciate their services. We highly recommend visiting their website to learn more about their offerings and consider reaching out to their knowledgeable team for personalized financial advice. Don't hesitate to take the first step towards securing your financial future with Brooks Wealth Management.

👍 Reviews of Brooks Wealth Management

Graham K.

5/5

Michal managed to move money out of an NHS pension into a private plan for me. I had to move the money as I had been in the NHS for less than two years, but most providers will not accept transfers from defined benefit schemes, so it was move it or lose it and he managed to sort it out for me.

He is also a very personable man to deal with.

magda N.

5/5

Michal Zin has been absolutely brilliant, helping us find right life insurance and income protect. He was very friendly and helpful. We would recommend Brooks Wealth Management and Michal Zin to anyone.

Janice A.

5/5

I had Ian Cunningham visit me to give me advice on estate planning. He was friendly, sympathetic and empathetic to my situation. He listened to me and spoke to me in a manner that I could understand. He was honest with me in saying that he recommends that a solicitor dealt with my case and recommended one. I was very pleased with Ian in giving me guidance and I feel that I can take things forward now. Thank you.

Boguslaw K.

5/5

Michal Zin gave me great advice on live insurance. Professional approach and friendly attitude - highly recommended.

Julita B.

5/5

Professional service by Michał Zin.
Highly recommend.

Gary M.

5/5

Helpful, friendly and professional service. Recommend to anyone looking for personalised financial services.

Dariusz S.

5/5

Professional service by Michael, highly recommend.

Augusta ?.

5/5

Great customer service, very friendly 🙂