Financial Services

  • Service Overview

  • Key Benefits

  • Competitive mortgages
  • Pension advice
  • ISA’s Retirement Advice & Review
  • Investment & Saving
  • Retirement Forecasting and Planning
  • Illness & Life Cover
  • Business Insurance
  • Free Insurance Appraisal
  • Get in Touch!

  • Simply call 0345 058 1280 or visit their website
  • Visit Brookson Financial

With more than 20 years’ experience offering expert advice and support to our clients, Brookson Financial offers a full range of financial services for contractors, sole traders, umbrella company workers and self-employed individuals. Our team of advisors pride themselves on understanding the unique opportunities and challenges that self-employment brings.

Our financial services for self-employed people are tailored to meet our clients’ specific needs. We can help put solutions in place giving you peace of mind that your future is financially secure. To achieve this, we start by providing you with a free Financial Health Check that will give us a clear understanding of your short, medium and long-term goals.

Our expertise covers:


We are committed to taking the stress out of choosing and arranging mortgages. Another of our specialist financial services for the self-employed, we arrange mortgages for people from all walks of life. Our expertise in this area is of particular benefit to those who find it difficult to meet the criteria set out by lenders, and those who have experienced credit problems in the past. We draw on our extensive market experience and reach to find excellent deals with competitive rates no matter what your financial situation is. Whether you’re a first-time buyer, you want to move to a new property, you need to re-mortgage or you’re interested in buy-to-let mortgages, we can help.

Wealth management

Another of our key financial services for self-employed professionals is wealth management. As a freelancer, contractor or interim manager, you need a flexible wealth management solution. At Brookson Financial, we provide a holistic service designed to help you achieve long-term financial security. Our wealth services offer the adaptability you require as an off-payroll worker. They include everything from investments and cost-effective savings schemes to pension transfers.


We know that being a flexible worker doesn’t provide you with the same level of security as an on-payroll employee. Put simply, there’s less protection if things go wrong. To help you protect yourself and your loved ones from financial risk, we can source business, life, critical illness, income and home protection policies that match your exact requirements. We’ll do all the work on your behalf and ensure a tax-efficient result.

What you need to know!

Our philosophy and approach has always been based on the following principles;

Time – your time is precious and we can help you save time by searching the market for products and solutions that may be of interest to you.

Individuality – everyone’s needs are different, especially when you are self-employed. We take the time to look at your circumstances and individual requirements.

Consistency – Relationship is core to our service delivery. With Brookson Financial you talk to the same advisor throughout your decision making.

Knowledge – our advisors are experienced and only deal with self-employed individuals. This focus and specialism means we understand the way you work.

We provide you with advice that fits with your individual way of working.

Brookson provides a range of advice and support services: Contractor Accountants for Limited Company working and Umbrella Company working.

Download our free guide to contracting which outlines the choices you have as a contractor and shows you the benefits and the pitfalls of each choice so you can make an informed decision on what is best for you, your circumstances and your lifestyle.

Working Options Guide

Brookson Financial have been offering expert advice and support for contractors and self-employed professions for over 20 years. We are a specialist team of Financial advisors that pride ourselves in understanding the unique opportunities and challenges self-employment brings and our tailored services will help you save time, optimise your earnings and plan for your future.

To request a callback from a member of the Brookson Financial Services team, fill in the form below
*The guidance provided on this page is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK. Brookson Financial Limited is authorised and regulated by the Financial Conduct Authority. Brookson Financial Limited is entered on the Financial Services Register ( under reference 179752 Registered in England and Wales under reference 03186438, Registered Office: 320 Firecrest Court, Centre Park Warrington, WA1 1RG. © 2018 Brookson Financial All rights reserved.
Brookson is an APSCo Affiliate Member
Self-Employed / CIS Accredited Member
Limited Company Accredited Member
Umbrella Accredited Member
Brookson is a REC business partner
Brookson has achieved ISO27001 for information security management