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Welcome to Brookfield Financial Planning
Independent Financial Advisers & Chartered Financial Planners

Moss House
Moss Lane
WA15 8GZ

0161 904 0018
Fax: 0161 904 0019

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.


House Prices
As at Jan/18
Avg. £211756
Index 3.20%
Src: Nationwide Building Society
Bank Base Rate
As at Feb/18
Rate 0.50%
Src: Bank of Eng.
Retail Prices
As at Jan/18
Index 4.00%
Src: HM Treasury
This Internet site is directed to UK residents only. You are responsible for satisfying yourself that under the laws of your home jurisdiction you may lawfully access this Internet site.


Brookfield Financial Planning is authorised and regulated by The Financial Conduct Authority.

The tax reliefs referred to throughout this Internet site are those currently applying in the United Kingdom to UK Tax Residents. These tax reliefs are liable to change. The value of any tax relief available will depend upon the individual circumstances of the taxpayer.

Brookfield Financial Planning is a trading style of Brookfield Financial Planning Ltd. Registered in England No 4294288.

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