Financial AdviserProfile

Brooks Financial Planning Limited

Public-record profile
Arghans House, Green Court, Threemilestone Business Park, Truro, TR4 9LF
Claim Profile

Profile data from public records and claimed profile updates where available

Not fully verified by VerifiedAdvisers: This profile has been generated from public records. The firm has not yet claimed this page, so we have not completed all member verification checks. Public records can be incomplete or change over time.

Brooks Financial Planning Limited is listed as a FCA appointed representative in the TR4 9LF area. Registered at Companies House in 2018. FCA records list St. James's Place Wealth Management Plc as the principal firm for this appointed representative. Listed service areas include Investment Advisory.

Founded
2018
Type
FCA appointed representative
Company No.
11698410
SIC
66190
Services
1

Are you the business owner?

Your competitors are using AI to handle out-of-hours calls instantly. Activate 24/7 voice triage on this profile for free.

Activate UseSam AI

Protect Your Business Too

Found your adviser? Ensure your business scale is protected. Structure PMI or Life cover instantly alongside your new advisory setup with WeCovr.

Explore Protection Plans

Services

Investment Advisory

Verified By

FCA Register Checked

Regulatory Context

FCA principal firm

St. James's Place Wealth Management Plc, FRN 195351 (Full)

Companies House

BROOKS FINANCIAL PLANNING LIMITED is active and was incorporated on 27 November 2018.

Nature of business: 66190 - Activities auxiliary to financial intermediation n.e.c.

Registered office: Arghans House Greencourt, Threemilestone Business Park, Truro, Cornwall, TR4 9LF, England

Authorisations

FCAactive
Reference: 830139
Type: FCA appointed representative
Company no.: 11698410
Verified:
View public register

Company Snapshot

Industry
Financial & Investment Services
Data Freshness
Stale (> 1 year)
Accounts last made up to
31 December 2024
Accounts next due
30 September 2026
Accounts type
Unaudited Abridged
Employees
11
Equity
£303
Cash
£219,124
Fixed assets
£1,560,376
Current assets
£460,225
Net current assets/liabilities
-£11,662
Charges
0
Outstanding charges
0
Insolvency cases
0
View Companies House profile

People and Control

Active directors

AMY-BROOKS, Carolyn Sue
Appointed 10 March 2020
DOB: 6/1972
BROOKS, Adam Peter
Appointed 27 November 2018
DOB: 8/1988
BROOKS, Peter Anthony
Appointed 10 March 2020
DOB: 12/1965

Persons with significant control

Mr Peter Anthony Brooks
Individual Person With Significant Control, Ownership Of Shares 25 To 50 Percent, Voting Rights 25 To 50 Percent
DOB: 12/1965
Mrs Carolyn Sue Amy-Brooks
Individual Person With Significant Control, Ownership Of Shares 25 To 50 Percent, Voting Rights 25 To 50 Percent
DOB: 6/1972
Mr Adam Peter Brooks
Individual Person With Significant Control, Ownership Of Shares 25 To 50 Percent, Voting Rights 25 To 50 Percent
DOB: 8/1988

Recent Filings

8 September 2025
AA
accounts with accounts type unaudited abridged
4 August 2025
CS01
confirmation statement with no updates
18 October 2024
CH01
change person director company with change date
13 September 2024
AA
accounts with accounts type unaudited abridged
12 August 2024
CS01
confirmation statement with no updates
15 September 2023
AA
accounts with accounts type unaudited abridged

Verified Reviews

Reviews are sorted by verification strength, then recency.

No verified reviews have been published for Brooks Financial Planning Limited yet.

Leave a Verified Review

UseSam client links are verified automatically. LinkedIn sign-in adds professional identity context.

Review verificationPending Verification

Email-only reviews require manual approval before publication.

Sign in with LinkedIn to Review

Location

Loading map...

You'll find Brooks Financial Planning Limited at the location shown on the map in Truro.

Other Financial Advisers in or near Truro

Explore other listed profiles in your area

Is this your profile?

Claim your profile to activate a VerifiedAdvisers AI receptionist with a dedicated phone number and routed client enquiries.

Claim Profile

✓ Dedicated AI receptionist number

✓ Routed client enquiries

✓ Profile verification and review tools

ℹ️ Public Records: This profile has been generated from official public records. The adviser has not yet claimed or verified these details.