Quality Financial Advice with a
Wealth of Experience

“Brooke Financial provides individuals and businesses with reliable pension, investment and mortgage advice since 1989.

Offices located in Leeds and Bradford”

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.

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.

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).

Commercial and some buy to let mortgages are not regulated by the Financial Conduct Authority

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

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.

Shareholder Protection

Relevant Life Cover

Key Worker Protection

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.

Brooke Financial
5.0
Based on 36 reviews
powered by Google
Sam Calder-BraySam Calder-Bray
19:56 09 Dec 23
Janice has been such a star, helping us find a mortgage based on our unique financial situation. She was ever so patient throughout the process, friendly and helpful. Highly recommended.
Jemma WalkerJemma Walker
17:40 06 Dec 23
Really helpful and knowledgeable. They took the stress away from me when having to choose the best rate!
arnett1988arnett1988
09:13 06 Dec 23
Incredibly clear and helpful throughout the whole remortgage process, after helping with our original mortgage 5 years ago. Even after agreeing our remortgage deal, they revisited the interest rates and came back to us whenever they changed to help ensure the best deal. Always friendly and great at answering questions for us!
R MurphyR Murphy
15:00 24 Nov 23
We've been working with Janice and Deborah for years now and can honestly say they are unbeatable. They always go the extra mile to source the best deals and provide support at every stage of the mortgage process. If you're looking for a team that's highly responsive, proactive and super friendly, look no further than Brooke Financial. 5 stars all round!
Alan RoweAlan Rowe
10:31 09 Nov 23
Brooke Financial have provided me with pensions advice for the past 5 years and proven to be highly competent, effective and knowledgeable.  This whilst maintaining the human touch, knowing that my personal adviser is available to call when needed.
Michael WallMichael Wall
20:42 21 Aug 23
Couldn’t recommend Janice and her team highly enough. Great service, knowledgeable and nice people too!!
Alireza BaloutiAlireza Balouti
16:46 25 May 23
Best ever mortgage and financial advisor.I used to work with lot of advisors in the past but Brooks team are professional and they exactly know what they are doing.Used to get couple of mortgage and remortgage with them in the last five years and never get disappointed.Thanks Janice, Debbie, Kate, Kelsey and ...Highly recommended 👌
Kenny RickelsfordKenny Rickelsford
23:43 19 May 23
I have been using Brooke Financial since 2019 for residential mortgages and buy-to-let mortgages. The team are ever so helpful and go above and beyond to find the right mortgage products and monitor conveyancing through completion.
Terry BattyTerry Batty
08:57 17 Apr 23
Janice and Deborah have been a great support throughout the mortgage application process and also to the point of completion on the property purchase. I have now used their services on several occasions and cannot recommend Brooke Financial highly enough.
Michele MicheleMichele Michele
12:48 14 Apr 23
The team was fantastic! Dedicated and professional individuals, they were very engaging, I was being regularly updated on progress and they always strived to get the deal delivered on time. I was constantly reassured, which was a massive relief and they managed the liaison with all parties involved efficiently. Big thanks to the team (Meenal & Kelsey), you have been superb and I look forwards to working with you again!
C YC Y
16:27 30 Nov 22
We used Brooke Financial to secure our first mortgage and the service we received was outstanding. Big thank you to Chris who was extremely knowledgeable and guided us through the entire process from start to finish. Would definitely recommend to anyone!
Kate RainforthKate Rainforth
14:18 30 Oct 22
I have used Brooke Financial for numerous mortgages and remortgages and I can't speak highly enough of Janice and Deborah and the team. They always ensure the process is as smooth and stress free as possible, which for me is so important when going through the house buying process. I would fully recommend!
Umer JavedUmer Javed
19:26 18 Oct 22
This is the second time we have used Brooke Financial for a mortgage completion to purchase our new house. Their service was impeccable throughout. Big thank you to Janice and Deborah for all their help and hard work.
Adam SharpAdam Sharp
15:48 30 Sep 22
I’ve used Brooke Financial several times now. Their guidance and expertise represents outstanding bang for buck. Their personalised brokerage service includes expert consultation and reliable representation dealing with lenders, agents and solicitors. BF supported me throughout my purchase and frequently went the extra mile to check in with all parties to ensure the process was moving along swiftly, during a period of significant conveyancing delays. I was recommended Brooke Financial via a friend and have since recommended them to others. Worth nothing, since there's no requirement to meet face-to-face, their location made no difference to me as a London-based buyer, compared to using a local company.
Max MilnerMax Milner
09:00 18 Jul 22
Brooke Financial have been brilliant for me and my partner. We wouldn't know what to do without them!Janice and Deborah have supported us through the purchase of our first flat, have helped us renegotiate our mortgage and have given us fantastic support and advice ever since we first met them over 2 years ago.It's been amazing for us to have people we trust to give us advice about financial matters. They're both extremely patient and generous with their time and experience.We'd recommend Brooke Financial to anyone, whether you're looking to purchase a property or just want some financial advice about savings and ambitions for future purchases.Thank you!
Shoaib MiranShoaib Miran
00:15 24 Mar 22
James and Brian have been incredibly helpful and communicative in guiding me throughout my first BTL mortgage. Thank you guys. Would definitely recommend!!
Neil HargreavesNeil Hargreaves
15:03 22 Mar 22
First class service from the team at Brooke Financial, really appreciate all your efforts with our requirements which have been perfectly handled.Thanks Janice & Team!
Paul ThompsonPaul Thompson
19:38 18 Mar 22
I have used Brooke Financial for several years, they helped me to re-mortgage, manage pensions and more recently assist with wills and even taking out lasting Power of Attorney, quite a broad spectrum when you think about it.My family have also used their services, hence recommending anyone to seek advice is an easy task from my prospective. Talking to Janice and Deborah plus the rest of the team is in my opinion a safe and sensible option. You get clear and concise information, and when you actually get peace of mind (like what I have got) it is worth a great deal.
Serena TravisSerena Travis
14:56 19 Jan 22
Highly recommend Brooke Financial! These guys can make anything happen. They took on my very complicated request, found me a lender and then guided me though each step with so much care and compassion. When it seemed that all hope was lost and I couldn’t get a mortgage, James was determined to make it happen and spent so much time going back and forth with the lender to make sure figures added up and finally after 6 months he still hadn’t given up and got me a mortgage. I really felt well looked after and was always a pleasure to speak to someone kind and reassuring during such a daunting process. Thanks so much to James and the team.
Sam Calder-BraySam Calder-Bray
19:56 09 Dec 23
Janice has been such a star, helping us find a mortgage based on our unique financial situation. She was ever so patient throughout the process, friendly and helpful. Highly recommended.
Jemma WalkerJemma Walker
17:40 06 Dec 23
Really helpful and knowledgeable. They took the stress away from me when having to choose the best rate!
arnett1988arnett1988
09:13 06 Dec 23
Incredibly clear and helpful throughout the whole remortgage process, after helping with our original mortgage 5 years ago. Even after agreeing our remortgage deal, they revisited the interest rates and came back to us whenever they changed to help ensure the best deal. Always friendly and great at answering questions for us!
R MurphyR Murphy
15:00 24 Nov 23
We've been working with Janice and Deborah for years now and can honestly say they are unbeatable. They always go the extra mile to source the best deals and provide support at every stage of the mortgage process. If you're looking for a team that's highly responsive, proactive and super friendly, look no further than Brooke Financial. 5 stars all round!
Alan RoweAlan Rowe
10:31 09 Nov 23
Brooke Financial have provided me with pensions advice for the past 5 years and proven to be highly competent, effective and knowledgeable.  This whilst maintaining the human touch, knowing that my personal adviser is available to call when needed.
Michael WallMichael Wall
20:42 21 Aug 23
Couldn’t recommend Janice and her team highly enough. Great service, knowledgeable and nice people too!!
Alireza BaloutiAlireza Balouti
16:46 25 May 23
Best ever mortgage and financial advisor.I used to work with lot of advisors in the past but Brooks team are professional and they exactly know what they are doing.Used to get couple of mortgage and remortgage with them in the last five years and never get disappointed.Thanks Janice, Debbie, Kate, Kelsey and ...Highly recommended 👌
Kenny RickelsfordKenny Rickelsford
23:43 19 May 23
I have been using Brooke Financial since 2019 for residential mortgages and buy-to-let mortgages. The team are ever so helpful and go above and beyond to find the right mortgage products and monitor conveyancing through completion.
Terry BattyTerry Batty
08:57 17 Apr 23
Janice and Deborah have been a great support throughout the mortgage application process and also to the point of completion on the property purchase. I have now used their services on several occasions and cannot recommend Brooke Financial highly enough.
Michele MicheleMichele Michele
12:48 14 Apr 23
The team was fantastic! Dedicated and professional individuals, they were very engaging, I was being regularly updated on progress and they always strived to get the deal delivered on time. I was constantly reassured, which was a massive relief and they managed the liaison with all parties involved efficiently. Big thanks to the team (Meenal & Kelsey), you have been superb and I look forwards to working with you again!
C YC Y
16:27 30 Nov 22
We used Brooke Financial to secure our first mortgage and the service we received was outstanding. Big thank you to Chris who was extremely knowledgeable and guided us through the entire process from start to finish. Would definitely recommend to anyone!
Kate RainforthKate Rainforth
14:18 30 Oct 22
I have used Brooke Financial for numerous mortgages and remortgages and I can't speak highly enough of Janice and Deborah and the team. They always ensure the process is as smooth and stress free as possible, which for me is so important when going through the house buying process. I would fully recommend!
Umer JavedUmer Javed
19:26 18 Oct 22
This is the second time we have used Brooke Financial for a mortgage completion to purchase our new house. Their service was impeccable throughout. Big thank you to Janice and Deborah for all their help and hard work.
Adam SharpAdam Sharp
15:48 30 Sep 22
I’ve used Brooke Financial several times now. Their guidance and expertise represents outstanding bang for buck. Their personalised brokerage service includes expert consultation and reliable representation dealing with lenders, agents and solicitors. BF supported me throughout my purchase and frequently went the extra mile to check in with all parties to ensure the process was moving along swiftly, during a period of significant conveyancing delays. I was recommended Brooke Financial via a friend and have since recommended them to others. Worth nothing, since there's no requirement to meet face-to-face, their location made no difference to me as a London-based buyer, compared to using a local company.
Max MilnerMax Milner
09:00 18 Jul 22
Brooke Financial have been brilliant for me and my partner. We wouldn't know what to do without them!Janice and Deborah have supported us through the purchase of our first flat, have helped us renegotiate our mortgage and have given us fantastic support and advice ever since we first met them over 2 years ago.It's been amazing for us to have people we trust to give us advice about financial matters. They're both extremely patient and generous with their time and experience.We'd recommend Brooke Financial to anyone, whether you're looking to purchase a property or just want some financial advice about savings and ambitions for future purchases.Thank you!
Shoaib MiranShoaib Miran
00:15 24 Mar 22
James and Brian have been incredibly helpful and communicative in guiding me throughout my first BTL mortgage. Thank you guys. Would definitely recommend!!
Neil HargreavesNeil Hargreaves
15:03 22 Mar 22
First class service from the team at Brooke Financial, really appreciate all your efforts with our requirements which have been perfectly handled.Thanks Janice & Team!
Paul ThompsonPaul Thompson
19:38 18 Mar 22
I have used Brooke Financial for several years, they helped me to re-mortgage, manage pensions and more recently assist with wills and even taking out lasting Power of Attorney, quite a broad spectrum when you think about it.My family have also used their services, hence recommending anyone to seek advice is an easy task from my prospective. Talking to Janice and Deborah plus the rest of the team is in my opinion a safe and sensible option. You get clear and concise information, and when you actually get peace of mind (like what I have got) it is worth a great deal.
Serena TravisSerena Travis
14:56 19 Jan 22
Highly recommend Brooke Financial! These guys can make anything happen. They took on my very complicated request, found me a lender and then guided me though each step with so much care and compassion. When it seemed that all hope was lost and I couldn’t get a mortgage, James was determined to make it happen and spent so much time going back and forth with the lender to make sure figures added up and finally after 6 months he still hadn’t given up and got me a mortgage. I really felt well looked after and was always a pleasure to speak to someone kind and reassuring during such a daunting process. Thanks so much to James and the team.
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© Copyright - Brooke Financial 2022
Brooke Financial is a trading name of Ideal Money Solutions Ltd. Ideal Money Solutions Ltd is an appointed representative of The Openwork Partnership which is a trading style of Openwork Limited, which is authorised and regulated by the Financial Conduct Authority. www.fca.org.uk.
Company registered in England and Wales, registration no. 07133545.
Approved by The Openwork Partnership on 29/02/2024.


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