Brookfield Financial Planning provides expert advice to private clients and entrepreneurial businesses with tax, investment and wealth protection needs.
Headed by Nick Manterfield and Claire Manterfield, Chartered Financial Planners with over 10 years of experience, the firm is one of the leading specialist advisory practices in the UK.
Brookfield Financial Planning is proud to be one of the few IFAs in the country that has Chartered status — a accreditation that reflects the quality of our advisory services.
Our team has wide-ranging financial sector experience with organisations including Goldman Sachs, Deutsche Bank and Accenture. Together, our advisors work together to help our clients navigate complex financial challenges and protect their wealth.
We continually invest in learning and development to ensure that our team continues to provide the very best advice and recommendations based on ever changing regulatory and economic conditions.
Financial planning designed around you
As a new client, we will spend time to fully understand your current financial position and help you to develop a plan for the future.
We typically build long-term relationships and provide support and advice throughout your financial life cycle.
Our goal is to help clients build the value of their assets and investment portfolios whilst providing the right level of protection.
Meet with us
If you are thinking of changing your current advisor and would value a different perspective, we offer a no-obligation meeting at which we can provide you with initial guidance on the structure of your existing portfolio or address a specific financial or taxation need.