Brooks Wealth Management - Peterborough

Address: 34 Thorpe Wood, Peterborough PE3 6SR, United Kingdom.
Phone: 1733314553.
Website: brookswealth.co.uk
Specialties: Financial consultant.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible toilet, Restroom.
Opinions: This company has 9 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Brooks Wealth Management

☎️1733314553

⏰ Open Hours of Brooks Wealth Management

Monday: 9 am–5 pm
Tuesday: 9 am–5 pm
Wednesday: 9 am–5 pm
Thursday: 9 am–5 pm
Friday: 9 am–5 pm
Saturday: Closed
Sunday: Closed

Brooks Wealth Management: A Comprehensive Overview

Brooks Wealth Management, located at 34 Thorpe Wood, Peterborough PE3 6SR, United Kingdom, is a premier financial consulting firm that has been providing top-notch services to its clients for many years. With a dedicated team of experts led by Michal Zin, the firm specializes in a wide range of financial solutions, including private pension planning, life insurance, and income protection. Their main focus is to help individuals secure their financial future, ensuring that they are well-prepared for any life event.

SPECIALTIES

Financial consultant

OTHER POINTS OF INTEREST

Wheelchair-accessible car park
Wheelchair-accessible toilet
Restroom

OPINIONS

This company has garnered 9 reviews on Google My Business, reflecting its exceptional reputation in the industry. Many clients have expressed their satisfaction with the level of personalized service and guidance provided by Brooks Wealth Management. One notable testimonial highlights Michal's ability to transfer money out of an NHS pension into a private plan, a task that most providers find challenging. Another client praised Michal for being not only a skilled professional but also a very personable man to deal with. Furthermore, the firm's exceptional customer service and expertise in finding the right life insurance and income protection have led to more than one satisfied client, who would not hesitate to recommend Brooks Wealth Management to anyone in need of financial guidance.

AVERAGE OPINION

With a 5/5 rating, Brooks Wealth Management has consistently exceeded client expectations, demonstrating their commitment to providing the highest level of service and support.

FINALLY, A RECOMMENDATION

For anyone seeking expert guidance in financial planning or looking to secure their financial future, Brooks Wealth Management is an excellent choice. Their comprehensive range of services, commitment to client satisfaction, and dedication to being at the forefront of the industry make them a top contender in the world of financial consulting. To learn more about their services or to schedule a consultation, please visit their website at brookswealth.co.uk or contact them directly at 1733314553. Don't hesitate to take the first step towards securing your financial future – contact Brooks Wealth Management today

👍 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.