Josh Brooks

Role: Independent Financial Adviser
Location: Liverpool Office
Diploma in Financial Planning (Dip PFS)
Certificate in Mortgage Advice (Cert CII(MP))

Josh can help you with…

Financial Planning, Wealth Management, Retirement Planning, Inheritance Tax Planning, Personal and Business Protection Insurance, Private and Business Medical Insurance, Corporate and Director’s Pension Schemes.
He particularly specialises in pensions, investments, tax planning and corporate planning.

He enjoys meeting new people whether they are either businesses or clients in their own homes. Josh specialises in pensions, investments, tax planning and corporate planning.

Josh is passionate about building long term relationships with his clients.

Outside of work…

Josh enjoys football, golf, snowboarding, and eating out. So much so that when asked about his favourite food he said, Steak, Italian and Thai!

What people say about Josh

We sold our business originally in July 2020 and have come into further share sale proceeds since then and needed advice on investments, pensions, inheritance planning etc.

Josh has helped us maximise our pensions, invest our money wisely, and sort inheritance planning. He has also helped us to help our adult children with their pensions and investments.

I can’t think of anything particularly that could have been done better.

— NH, Lancashire


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