James Brooks
ASCI, CeMAP, BSc Hons
I am passionate about providing exceptional client service and helping clients meet their financial objectives to reach the lifestyle they envisage for their future.
As a result, I launched Brooks Whiteley Wealth Management to provide a full wealth management offering, delivered with the highest standards of service.
About
I am passionate about providing exceptional client service and helping clients to meet their financial objectives. As a result, I launched Brooks Whiteley Wealth Management to provide a full wealth management offering, delivered with the highest standards of service.
I have worked in financial services for 30 years, with a career encompassing insurance, corporate banking and more than 20 years with some of the UK’s top private banks.
During my extensive career I have worked with executives, entrepreneurs, charities, artists, musicians and overseas clients among others, and I will continue to focus on those clients where I can truly add value.
I aim to provide exceptional financial advice to my clients by taking the time to get to know and understand what truly matters to them, which in turn helps me create tailored plans that are unique to them.
My clients feel reassured that they are taking proactive steps towards securing the retirement they envisage, whilst knowing that they have the protection in place for them and their families, providing comfort throughout their lives and careers.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
