Experienced financial planner launches own firm

Set up through the ValidPath network

Isabel Baxter
clock • 4 min read

Chartered financial planner Keith Brooks has recently launched his own firm through the ValidPath network.

With a mission to ‘empower business owners and individuals approaching retirement to live the life they envision,' Paramount Wealth Management formally launched around week ago on 10 December. Before he set up his own venture, Brooks was divisional director and Chartered financial planner at RBC Brewin Dolphin and the same at Aberdein Considine Wealth. His other stints included being an IFA at Executive Benefit Services and Chartered financial planner at APC Financial Solutions. "We combine innovative strategies with a deep understanding of your personal aspirations, guiding you t...

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

Titan Wealth eyes Norwich-based IFA Finance Shop

Titan Wealth eyes Norwich-based IFA Finance Shop

Looking to snap up and merge firm as part of its ‘project Canaries’

Isabel Baxter
clock 31 January 2025 • 2 min read
Acquisition analysis: The top five biggest M&A deals in 2024 by AUM

Acquisition analysis: The top five biggest M&A deals in 2024 by AUM

Nucleus’ buy of Third Financial tops the table

Isabel Baxter
clock 30 January 2025 • 4 min read
St James's Place 'on track' with charging structure overhaul

St James's Place 'on track' with charging structure overhaul

Delivery by second half of 2025

Isabel Baxter
clock 30 January 2025 • 2 min read