Brooks Financial Planning Limited
This firm operates as an appointed representative of St. James's Place Wealth Management Plc. Its regulated business runs under their FCA authorisation, and they're legally responsible for what it does.
Addresses
The contact details this firm has registered with the FCA.
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Principal Place of Business
Arghans HouseGreen CourtThreemilestone Business ParkTruroCornwallTR4 9LFUNITED KINGDOM- Phone
- +4401872561332
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
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Adam Peter Brooks
IRN APB01211
- Employed By (since 7 Feb 2019)
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Cameron Reece Ali
IRN CXA00398
- Employed By (since 20 Dec 2024)
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Carolyn Sue Amy-Brooks
IRN CSA01029
- Employed By (since 16 Feb 2019)
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Edward James Mortimore
IRN EJM01153
- Employed By (since 11 Aug 2020)
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Matthew Gregory Tonkin
IRN MXT06570
- Employed By (16 Feb 2019 to 19 Jun 2019)
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Paul Andrew Tonkin
IRN PXT00132
- Employed By (since 10 May 2021)
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Peter Anthony Brooks
IRN PAB00079
- Employed By (since 16 Feb 2019)
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Sara Tremayne Taylor
IRN STT01010
- Employed By (1 Sep 2021 to 1 Apr 2025)
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Willem Hendrik Lansen
IRN WXL00114
- Employed By (since 22 Jun 2024)
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.