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, Toilet.
Opinions: This company has 9 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Brooks Wealth Management

Brooks Wealth Management 34 Thorpe Wood, Peterborough PE3 6SR, United Kingdom

☎️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

Una empresa de gestión patrimonial con sede en el Reino Unido, especializada en asesoramiento financiero y planificación patrimonial.

Dirección y Contacto

Address: 34 Thorpe Wood, Peterborough PE3 6SR, United Kingdom.

Phone: 1733314553.

Website: brookswealth.co.uk.

Especialidades

Financial consultant: Asesoramiento financiero y planificación patrimonial para individuos y empresas.

Otros datos de interés

• Wheelchair-accessible car park• Wheelchair-accessible toilet• Toilet

Opiniones

Esta empresa tiene 9 reviews en Google My Business.

La media de opinión es de 5/5.

Características

Michal Zin, un asesor financiero con experiencia en planificación patrimonial y seguros de vida, ofrece asesoramiento personalizado y atención al cliente.

La empresa cuenta con un enfoque en la atención al cliente y la satisfacción del cliente, lo que se refleja en las opiniones positivas de los clientes.

Ubicación

La sede de Brooks Wealth Management se encuentra en Peterborough, Reino Unido.

Información recomendada para una persona que busca sobre el

Para obtener más información sobre los servicios de Brooks Wealth Management, se recomienda visitar su sitio web o contactar directamente con la empresa.

👍 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.