Brooks Whiteley Wealth Management is committed to building and sustaining long-term client relationships based on core values of trust, honesty, integrity, and providing truly personal and tailored advice in order to become your trusted Partner for all financial matters, for generations.

The Practice commits to:

• Providing exceptional service and quality face-to-face advice.
• Understanding your financial circumstances and objectives.
• Providing continuity of approach with regular reviews of your financial goals, adapting to any changes.
• Creating a bespoke plan that is aligned to your objectives.
• Keeping you fully informed of how your money is being managed and up to date with all the latest economic information, including any key changes that may affect you.
• Annual valuation reports of your investments.
• Providing clear advance details on anything that you might be charged.
• Welcoming feedback from clients and putting things right if anything goes wrong.