Jared Brooks

Chartered Financial Planner

Reviews and Ratings for Financial adviser Jared Brooks, Bournemouth

Get to know Jared

Jared is a Chartered Financial Planner (LIBF) with over a decade of experience specialising in retirement planning. After graduating in Chemistry, he made the switch to finance in 2013 to pursue his passion for helping people achieve their financial goals.

He prides himself on building lasting relationships with clients, taking the time to understand their needs and providing tailored financial solutions designed to support their long-term objectives.

Outside of work, Jared enjoys playing tennis and cycling, spending time with family and friends, keeping active, and making the most of weekends exploring the countryside.

In the spotlight

A cause or charity close to my heart is:

Improving financial literacy in schools, so more people can make informed decisions and feel secure about their future.

The biggest misconception about financial planning is:

That it’s only for the very wealthy. In reality, good financial planning can benefit anyone who wants to organise their finances and plan confidently for the future.

The most adventurous thing I have ever done is:

Travelling solo to a new country, immersing myself in the culture and experiencing life from a different perspective.

Must-know information

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