Financial Services

Brooks Green Financial Services Ltd

Investments, pensions and financial protection are long-term issues and your own circumstances are unique.

This is why we, at Brooks Green Financial Services Limited, listen to your concerns and your circumstances, before we attempt to construct a financial strategy for you.

With this in mind, we will:

• Seek to fully understand your financial objectives before making any recommendations;
• Discuss with you, your short, medium and long-term needs, work with you to prioritise them and then prepare an appropriate plan;
• Explain the different types of savings and investment schemes available and describe how they work, the risks involved and the strengths of each;
• Explain each type of protection and the merits of each, in relation to your own needs;
• Ensure that the recommendations that we make to you will be fully cognisant of your personal circumstances, including your attitude to risk;
• Apply our knowledge of taxation to ensure that our advice takes advantage of any available tax breaks;
• Adopt a structured approach to mitigate your potential Inheritance Tax liability;
• Ensure that you fully understand our proposals and be available to you to answer any questions that you may have, before you accept any of them;
• Explain all of our recommendations in plain English.

If you would like to know how the Brooks Green team of professionals can help improve your business, please call us for FREE on 0800 146134.

Financial planning to suit YOUR needs

Registered in England and Wales. Company Reg. Number 4458071

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