Mortgage and Protection Adviser - Chris Townson
Mortgage Brokers
Mortgage and Protection Adviser - Chris Townson
8 Moor Croft, Bingley
# Brooke Financial: Established Financial Advice for Yorkshire
Brooke Financial has been providing ethical financial guidance to individuals and businesses across Yorkshire since 1989. Operating from offices in Leeds and Bradford, the firm specialises in helping clients plan their future with confidence through personalised advice tailored to their specific circumstances.
The business serves a diverse clientele, from individuals seeking pension and investment planning to business owners requiring protection strategies and property investors looking for commercial mortgages. Their approach centres on understanding each client's life goals, aspirations and concerns before recommending suitable solutions.
What distinguishes Brooke Financial is their comprehensive access to over 50 lenders, including exclusive mortgage deals available only through their Openwork network—products not accessible direct to consumers. This extensive panel access, combined with three decades of experience, allows them to source competitive rates and specialist products across residential, buy-to-let and commercial lending.
Their process is transparent and systematic: establishing objectives, gathering financial information, preparing personalised recommendations, and maintaining regular reviews. Beyond mortgages, they offer sophisticated planning across pensions (leveraging tax incentives), investments for both short and long-term needs, life assurance, business protection strategies including shareholder and key worker cover, and property insurance advice.
The firm emphasises reliable, experienced guidance grounded in understanding the complexities of UK taxation and individual circumstances—essential for clients making significant financial decisions.
Brooke Financial has been providing ethical financial guidance to individuals and businesses across Yorkshire since 1989. Operating from offices in Leeds and Bradford, the firm specialises in helping clients plan their future with confidence through personalised advice tailored to their specific circumstances.
The business serves a diverse clientele, from individuals seeking pension and investment planning to business owners requiring protection strategies and property investors looking for commercial mortgages. Their approach centres on understanding each client's life goals, aspirations and concerns before recommending suitable solutions.
What distinguishes Brooke Financial is their comprehensive access to over 50 lenders, including exclusive mortgage deals available only through their Openwork network—products not accessible direct to consumers. This extensive panel access, combined with three decades of experience, allows them to source competitive rates and specialist products across residential, buy-to-let and commercial lending.
Their process is transparent and systematic: establishing objectives, gathering financial information, preparing personalised recommendations, and maintaining regular reviews. Beyond mortgages, they offer sophisticated planning across pensions (leveraging tax incentives), investments for both short and long-term needs, life assurance, business protection strategies including shareholder and key worker cover, and property insurance advice.
The firm emphasises reliable, experienced guidance grounded in understanding the complexities of UK taxation and individual circumstances—essential for clients making significant financial decisions.
Services offered
Mortgage advice and arrangementPension planningInvestment managementLife insuranceBusiness protectionShareholder protectionProperty insuranceBuy-to-let mortgages