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Position
Serving clients in
Wirral, Chester, Cheshire, Warrington, Liverpool, Formby, Southport
Martin Brooks
Chartered Financial Planner
Martin’s passion for qualifications and financial education was a natural extension of his upbringing as the son of two teachers. After graduating from university in 1998 with a degree in Financial Services, his early career was dedicated to honing his technical expertise, leading him to complete over 15 specialist financial planning exams. He quickly became an investment and retirement options specialist within a local Independent Financial Adviser (IFA) firm before establishing his own business in 2004.
After running his own Financial Planning business for many years, Martin joined the adviser team at Amber River True Bearing in 2025. He chose the firm because it shared his values and could provide him with the larger team support to ensure that his clients continued receiving the high standard of financial advice they were used to.
Martin firmly believes that, with the right advice and financial coaching, even complex financial situations can be made clear, simple and empowering. Helping clients navigate these journeys and witnessing the positive impact on their lives remains one of the most rewarding aspects of his role.
Outside of work, Martin enjoys exercise and can often be found in the gym or out walking his dogs.
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