• Brooke Financial

    Brooke Financial is a well established Financial Advisory Practice offering clear and ethical advice to both personal and corporate clients.

Quality Financial Advice with a
Wealth of Experience

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What We Do

4 EASY STEPS TO SUCCESS – THE PROCESS IS QUITE SIMPLE

  • Stage 1 – Your Goals

    We establish your life goals, personal circumstances, aspirations and concerns.

  • Stage 2 – Collect Information & Analyse

    We collect your relevant personal and financial information. Assess your current position and discuss the type of products that will suit your needs.

  • Stage 3 – Design your Strategy

    We will prepare a personal report and recommendation to help you achieve your financial goals.

  • Stage 4 – Implement & Review

    We will agree a plan to achieve your objectives and keep you informed each step of the way. We will also keep in touch and review your needs at regular intervals.

Pensions

Pensions have one very important advantage – they’re incentivised by the taxman. In fact, the taxman is very generous when it comes to pensions, adding to your pension every time you pay money in

The value of your investment and any income from them may fall as well as rise and is not guaranteed. You may get back less than you invest.

HM Revenue and Customs practice and the law relating to taxation is complex and subject to individual circumstances and changes which cannot be foreseen.

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Grow your money and beat inflation

Investments

Capital sums for investing are acquired in many ways. These include inheritance, maturing savings policies, windfalls and proceeds from many years of saving. Investment types & requirements can be divided into short and long term needs.

The value of your investments and any income from them may fall as well as rise and is not guaranteed. You may get back less than you invest.

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Mortgages

We offer a comprehensive range of deals with access to over 50 lenders, including some exclusive mortgage deals via our Openwork network that are not available online or direct for both residential and commercial investment purposes (Buy to let).

YOUR PROPERTY MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE

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Commercial Finance

Development Finance

Development Exit Finance

Auction Finance

Bridge to Let

Buy to Let

Bridging Finance

Commercial Bridging Finance

Refurbishment Finance

Brooke Financial is a trading name of Ideal Money Solutions Limited who are appointed representatives of Commercial Finance Brokers UK limited for Commercial Finance brokering.

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Business Protection

Shareholder Protection

Relevant Life Cover

Key Worker Protection

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Life Insurance

Life assurance allows you to make sure your family is protected in the event of your death, during the policy term. You choose the amount of cover you need and the length of time you want to be insured for.

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Property Insurance

Whether you’re buying a new home or re-insuring one, it’s essential to ensure that you have adequate cover to protect both the building and the contents of your home.

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