Brooks Financial Planning Limited

26/08/2026

Yesterday our Managing Director and owner went and did something that hasn’t been done in Cornwall for over 50 years!!

Win the National Triples!!

He will now represent England at the British Isles Championship next year.

🏆 HUGE CONGRATULATIONS to our Men's Triples National Champions, CORNWALL!

👏👏👏

21/08/2026

So excited to be on the playing kit for this season.

Looks great Cornish Pirates and thanks for all your help Ross Hancock

30/07/2026

We are currently experiencing power cuts and this is affecting our phone and computer systems at this time.

We hope to be back up and running as soon as possible.

27/07/2026

A bit late posting, but we as a team met up with our peers and other local businesses at the Pandora Inn on Friday.

What’s better than drinks in the Sun on a jetty in Cornwall!!!

26/07/2026

Diaries at the ready 🗓️

Confirmed Elior Champ Rugby Dates and Kick off times coming your way at 10am tomorrow ⏳

17/07/2026

Not your normal Friday afternoon!!!

Our summer social this year was on the water and what a day for it!!

Thank you to Tim and the team at One Atlantek for an amazing trip

17/07/2026

You've worked hard. You've done the right things. And now, finally it's your time.

But retirement isn't just a finish line. It's the start of something you've spent decades earning the right to enjoy.

The holidays you kept putting off, time with the grandchildren, or mornings without an alarm.

And alongside all of that, a quiet thought: What do I leave behind?

At Brooks Financial Planning, we help retirees do both. Enjoy the life they've worked for, and build a legacy that means something.

Sound familiar? Contact us today to arrange a consultation.

16/07/2026

15/07/2026

Most business owners spend years building wealth inside their business.

Far fewer have a plan for what happens when they take it out.

The sale, tax, and the "what now?"

The transition from owner to... what, exactly?

That question is one of the most important you'll ever answer. And the time to start thinking about it isn't after you've signed on the dotted line.

At Brooks, we work with founders at exactly this crossroads. We help you understand your options, protect what you've built, and create a plan for the chapter you've been working towards.

If an exit is on the horizon, even a distant one, now is the right time to start the conversation.

Sound familiar? Contact us today to arrange a consultation.