Coffey Brooks Financial Services Ltd

Coffey Brooks Financial Services Ltd

Financial Services Clacton-on-sea, Essex, United Kingdom 10 employees
Employees
10
Contacts
2
Emails
2

Coffey Brooks Financial Services Ltd Overview

Headquarters
Clacton-on-sea, Essex, United Kingdom
Industry
Financial Services
Employees
10
Founded
2002
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About Coffey Brooks Financial Services Ltd

We are Independent Financial Advisors and have been trading since 2002. We are directly authorised and regulated by the financial conduct authorised, which provides clients with reassurance that the advisers have achieved a level of qualification and have many years professional industry experience to enable us to work for you! We have built a strong business based on the principles of delivering high quality advice and expertise to our clients. We pride ourselves on the level of service that we provide to our clients, which we believe they expect and deserve. The depth of our knowledge means we can offer advice in the areas of Investments, Retirement Planning, Estate Planning and Protection. We strongly believe that our investment process provides a clear and fresh approach that ensures our clients fully understand investment risk and provides our clients with clarity around their investments. The experience our advisers have accumulated enables us to develop a high level of technical expertise covering taxation and legislation, along with economic and investment issues. All our Financial Planners adhere to a respected code of ethics and are responsible for maintaining a high level of continued professional development to ensure knowledge is up to date with the latest legislation and technical developments. We work for you.

Coffey Brooks Financial Services Ltd Contact Details

People in AeroLeads
4
With contact data
2
Email contacts
2
50.0% coverage

Coffey Brooks Financial Services Ltd Org Chart

Sample employees and titles
Name Title Contact
Louise Gregory Cemap Cerer Mortgage and Protection Adviser at Coffey Brooks Financial Services Ltd
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Neil Gregory Operations Manager at Coffey Brooks
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Martin Tomkins Dipfa Director - Ifa at Coffey Tomkins Financial Services Ltd
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Neil Coffey Director at Coffey Brooks Financial Services Ltd
Email

Employees by Management Level

Individual contributor 3 profiles
Director 2 profiles
Manager 1 profile
Senior / Lead 1 profile

Department Contact Coverage

Department Contacts Email Phone
Finance 2 2 0
General 1 1 0

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