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Torribles is a general insurance broker and we prefer to maintain the quality of our service by concentrating on this area. We do realise, however, that many of our clients will require advice in the area of life assurance, Financial Services and investment. It is for this reason we have formed a relationship with Brooks Wealth Management, whereby we can introduce you to them for specialist advice on Life assurance, Investments and Pensions.

Our contact at Brooks, Jeremy Brooks, is a fully Independent Financial Adviser (IFA) and offers a highly personalised and professional service to both corporate clients and private individuals.  He has over fifteen years experience in Financial Services and investment management and is available to discuss your requirements in the following areas of insurance:

  • Life and health insurance.
  • Group life and health insurance for employees.
  • Keyman insurance for directors and senior employees.
  • Corporate loan protection insurance.

Brooks also deal extensively with investment and pension planning and therefore in addition to the above areas Jeremy can assess your potential requirements in terms of:

  • Pension planning for employees.
  • Advanced pension planning for partners, directors and senior employees.
  • Personal financial and investment planning for business owners, directors and senior employees.

Often existing arrangements or policies are outdated, expensive or unsuitable and could benefit from a review. Brooks offer an initial consultation free of charge at which they can appraise any existing arrangements and asses your likely needs.

Should you feel that any of the above areas may be of interest or should you wish to review any existing arrangements then please contact Jeremy Brooks on 0117 962 2962 or at jbrooks@brookswm.co.uk

BROOKS WEALTH MANAGEMENT IS AUTHORISED AND REGULATED BY THE FINANCIAL SERVICES AUTHORITY.