Integrity365 has acquired IFA Brooks Wealth Management (BWM) based in Bristol.
Based in Westbury-on-Trym, Northwest Bristol, BWM was started by Jeremy Brooks in January 2006. Following the acquisition, Brooks and his team will join Integrity365 under their existing trading name of Brooks Wealth Management for the near future. Following ten years with accountancy firm Mazars, Brooks wanted to start his own business to offer a bespoke but cost-effective proposition to clients. BWM offers full holistic financial planning services for both personal and corporate clients. "We greatly admire the way Jeremy and Brooks Wealth Management work with their clients and...
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