Specialist Advice | Brooks Whiteley Wealth Management

Specialist advice

Putting my clients firmly at the heart of everything I do enables me to run a genuinely client-focused business. I specialise in the following areas of advice:

Whatever your circumstances, knowing how to make the best financial plans for your future is hugely important.

Expert advice for City professionals across a range of financial planning matters is available.

I specialise in meeting the financial needs of people who have created significant capital, or who earn higher incomes.

The financial requirements of those who have created significant capital or who earn higher incomes, can be complex.

Put in place plans to create financial clarity and fulfil your ambitions for now and into retirement.

I can help business owners, of any kind, to achieve their business, financial and lifestyle objectives.

Historically, UK resident non-domiciles were allowed a special tax status.

As a busy Senior Corporate Executive, you may struggle to find the time to manage your personal finances, I can help with this.

Explore the facilities that manage charitable funds for a wide range of organisations, acknowledging that every charity is different.

James Brooks

Brooks Whiteley Wealth Management

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Copyright St. James's Place © 2025