Integrity365 snaps up fellow Bristol IFA

Acquires Brooks Wealth Management

Isabel Baxter
clock • 2 min read

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...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Companies

Blevins Franks service targets UK advisers amid European tax 'education gap'

Blevins Franks service targets UK advisers amid European tax 'education gap'

‘This is a really natural home to sort things out’

Sophia Panayi
clock 07 August 2026 • 2 min read
Lockhart Capital Management receives PE minority investment

Lockhart Capital Management receives PE minority investment

Will remain majority owned and controlled by employees

Sophia Panayi
clock 06 August 2026 • 1 min read
Quilter pre-tax profits up 12% to £112m in H1

Quilter pre-tax profits up 12% to £112m in H1

Record core net flows of £6bn

Jenna Brown
clock 06 August 2026 • 2 min read