Owner And Chartered Financial Planner
Current
Dec 2024 - Present
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Keith Brooks Email & Phone Number
Owner and Chartered Financial Planner at Paramount Wealth Management Ltd
at
Paramount Wealth Management Ltd
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Owner and Chartered Financial Planner at Paramount Wealth Management Ltd
Location
United Kingdom
Who is Keith Brooks? Overview
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Quick answer
Keith Brooks is listed as Owner and Chartered Financial Planner at Paramount Wealth Management Ltd at Paramount Wealth Management Ltd, based in United Kingdom. AeroLeads shows a matched LinkedIn profile for Keith Brooks.
Keith Brooks previously worked as Owner and Chartered Financial Planner at Paramount Wealth Management Ltd and Divisional Director and Chartered Financial Planner at Rbc Brewin Dolphin. Keith Brooks holds Advanced Diploma In Financial Planning, Financial Planning And Services, Af3, Af4, Af5, J10, R08 from Cii.
Company email context
Email format at Paramount Wealth Management Ltd
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Paramount Wealth Management Ltd
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Profile bio
About Keith Brooks
I am a Chartered Financial Planner specialising in providing holistic financial planning strategies to individuals and businesses. I work with clients to help them understand where they are now, identify their goals and map out a plan that will help them achieve those goals, whilst addressing any risks along the way. I specialise in working with owner-managers and senior executives / management teams in SMEs and family businesses where personal planning, business planning, succession planning and inter-generational issues are all key.
Current workplace
Keith Brooks's current company
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5 roles
Keith Brooks work experience
A career timeline built from the work history available for this profile.
Divisional Director And Chartered Financial Planner
Nov 2023 - Nov 2024
Director And Chartered Financial Planner
Jan 2018 - Nov 2023
Chartered Financial Planner
Apc Financial Solutions
Sep 2012 - Dec 2017
Independent Financial Adviser
Jan 2011 - Aug 2012
4 education records
Keith Brooks education
Advanced Diploma In Financial Planning, Financial Planning And Services, Af3, Af4, Af5, J10, R08
Cii
Diploma In Regulated Financial Planning - R01, R02, R03, R04, R05, R06, Financial Planning And Services
Cii
Bachelor Of Laws (Llb) Honours, Law, 2.1
Bachelor'S Degree
Glasgow Caledonian University - Business School
FAQ
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What company does Keith Brooks work for?
Keith Brooks works for Paramount Wealth Management Ltd.
What is Keith Brooks's role at Paramount Wealth Management Ltd?
Keith Brooks is listed as Owner and Chartered Financial Planner at Paramount Wealth Management Ltd at Paramount Wealth Management Ltd.
Where is Keith Brooks based?
Keith Brooks is based in United Kingdom while working with Paramount Wealth Management Ltd.
What companies has Keith Brooks worked for?
Keith Brooks has worked for Paramount Wealth Management Ltd, Rbc Brewin Dolphin, Aberdein Considine Wealth, Apc Financial Solutions, and Executive Benefit Services (Uk) Ltd.
How can I contact Keith Brooks?
You can use AeroLeads to view verified contact signals for Keith Brooks at Paramount Wealth Management Ltd, including work email, phone, and LinkedIn data when available.
What schools did Keith Brooks attend?
Keith Brooks holds Advanced Diploma In Financial Planning, Financial Planning And Services, Af3, Af4, Af5, J10, R08 from Cii.
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