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Stephen Brook

Bsc (Hons) CeMAP DiPFS
Based in Halifax, I provide wealth management advice to clients in Yorkshire and nationally.

Since completing a degree in Leeds. I have been fortunate to have worked with some of the leading professionals and organisations in the UK. My success is born from my passion to help people and build genuine lasting relationships. My success continues to grow at St. James's Place for the very same reasons.

About

Putting our clients firmly at the heart of everything we do enables us to run a genuinely client-focused business. In our experience, no client is the same and we therefore ensure that we understand your personal or business objectives and deliver solutions that are right for you.

We do not provide off the shelf solutions, but we offer the benefit of a single relationship for all of your financial planning needs. We strive to offer the very best service to develop a long term relationship with you.

In this ever-changing complex field, I remain committed to ensuring that my clients are at the forefront of change keeping them abreast of industry information. I do this through having a dedicated approach to research and development.

Outside of my business, I have a loving fiancée and two beautiful children. With an even further supportive family, I understand the importance of this support and aim to replicate this for my clients.I am a keen sports person and should time allow enjoy nothing more that being outside and competing.

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Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Mortgages and specialist banking
Finding the right mortgage for you can be a minefield. So we offer practical, clear advice on mortgages, loans, and financing, plus access to specialist banking services.

More about St. James's Place

We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

SJP Approved 31/01/2023

The Partner is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.