Quality Financial Advice with a
Wealth of Experience

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.

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.

Life Assurance

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.

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

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.

Property Insurance

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

© Copyright - Brooke Financial 2017
Brooke Financial is a trading name of Ideal Money Solutions ltd. Ideal Money Solutions Ltd is an appointed representative of Openwork Limited, which is authorised and regulated by the Financial Conduct Authority. www.fca.org.uk. Our registration number is 429304. Our registered address is Suite 7, 2nd Floor, West 44 Richardshaw Lane, Pudsey, Leeds, LS28 7UR.

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