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A Bit About Us...
Established in 1995, Brookfield Financial Planning has many years experience in the Financial Advisors sector, with the focus on providing life assurance, investment, savings, mortgage / remortgage and equity release advice. Based in Altrincham, the company can help with tax efficient investments, corporate financial planning, building and managing investment portfolios, using investments to generate income and using trusts to reduce potential Inheritance Tax bills. Free preliminary discussion. Small friendly family run company. Free car parking. Easy access.
With 2 advisors and 4 administrators, Brookfield Financial Planning has a professional friendly team. All the advisors are qualified to degree level and hold diplomas in Financial Planning. With a small friendly office and fully qualified staff, the company provides a professional financial planning service. The service is designed to put the client at ease. Regular financial reviews can be undertaken particularly when prompted by changes in life such as getting married / divorced, having children, changing jobs, preparing for retirement, moving house and receiving an inheritance. Brookfield can also help with cover in the event of accident, illness or unemployment and regular savings plans for children and grandchildren plus savings for school or university fees.