Brooks Financial Planning Limited is a financial adviser based in Truro. They specialize in building relationships with clients and helping them achieve their financial objectives. They offer a wide range of services including wealth management, invest…
Brooks Financial Planning Limited is an independent financial adviser based in Truro offering personalised wealth management, retirement planning and investment advice to affluent individuals and couples in the South West. The firm prioritises building strong client relationships throughout their financial planning journey. Natural referral partners include tax advisers, estate planning specialists, and solicitors handling trusts and wills. A referral makes sense when a high-net-worth individual or couple has built substantial assets and now needs coordinated advice on investment strategy, tax efficiency and estate preservation, or when existing advisers encounter clients needing independent investment management alongside their professional services.