About Us - Coffey Brooks

Coffey Brooks Financial Services is an Independent Financial Advisory practice based in Clacton, Essex.

We were established in 2009 by Director, Neil Coffey, and have since grown to include an office in Wickford, Essex, and have several advisers and appointed representatives based around the country.

As Independent Financial Advisers, we are able to offer whole-of-market solutions to life insurance, mortgages, investments, and pensions.

We are also directly authorised and regulated by the Financial Conduct Authority, and we provide advice most suited to your personal requirements.

Coffey Brooks Financial Services is an Independent Financial Advisory practice based in Clacton, Essex.

We were established in 2009 by Director, Neil Coffey, and have since grown to include an office in Wickford, Essex, and have several advisers and appointed representatives based around the country.

As Independent Financial Advisers, we are able to offer whole-of-market solutions to life insurance, mortgages, investments, and pensions.

We are also directly authorised and regulated by the Financial Conduct Authority, and we provide advice most suited to your personal requirements.

You are at the heart of everything we do which is why
our aim is to make your life easier.

Our Services

Mortgages

At Coffey Brooks, we specialise in lending and helping you to secure the best mortgage for your needs.

Insurance

We specialise in protection. Life is unpredictable and protecting what matters most to you is important.

Pensions

At Coffey Brooks, we specialise in pensions and helping you to plan for your retirement.

Investments

Our team specialise in investments, making sure you make the best decisions for your money.

Individual Financial Planning

At Coffey Brooks, we specialise in financial planning and can help you with all aspects of your financial life.

Corporate Financial Planning

Our independent financial advisers specialise in financial planning and offer guidance for the corporate sector.

Our mission

With Coffey Brooks, you can be confident that you are being well looked after by our long-established company with fully qualified and experienced advisers!

Our advice and recommendations are always personally designed and tailored to meet your specific needs and aspirations, and we’ll always make sure that you are provided with clear and understandable information throughout your dealings with us.

When you deal with us, it is not a ‘one-off’ transaction. We would like you to become a client for life.

What our clients say

Thank you for this and thank you for being, as always, really helpful and informative . It really is appreciated. – ⭐⭐⭐⭐⭐

Paul

PJD Lighting & Electrical Design Ltd

We are so happy with the help and support from Louise… She is so professional but explains everything in so much detail… Highly recommend… Thank you – ⭐⭐⭐⭐⭐

Tonia Sadler

Mortgage and Protection Client, Louise Gregory

Excellent service and lovely people – ⭐⭐⭐⭐⭐

Karl Sadler

Financial Services Client, Coffey Brooks Team

[To] Mark, we just wanted to say a little thank you for all your help with our house. We really appreciated all your advice and support – ⭐⭐⭐⭐⭐

Harriet & James

Mortgage Client, Mark Robinson

Just wanted to say thank you for all your assistance with Rachel’s mortgage switch. It is really much appreciated as obviously in the current climate of high interest rates, every penny you can save counts! With her being a single homeowner, it is even more important. So once again, many thanks for your help. As always, if we get the opportunity to recommend you to any new clients, we will be happy to do so – ⭐⭐⭐⭐⭐

Sheila C

Mortgage Client, Mark Robinson

Thanks Lou and thank you so much for getting me sorted with all of this. It made such a difference having your knowledge and contacts. I will happily recommend you to anyone I know who is looking for help, you’ve been great – ⭐⭐⭐⭐⭐

Andrea

Protection Client, Louise Gregory

Hi Neil. I want to say a big thank you to you [for] helping me face my dread of not understanding my pensions and also my tax. You took me through my pension options in a very clear and simple way that I now understand. Without your calm, professional and understanding advice, I would still be in limbo. Thank You – ⭐⭐⭐⭐⭐

Belinda M

Pensions Client, Neil Coffey

When I entered Coffey Brooks for the first time, Louise was so welcoming and helpful. She put me at rest and I felt comfortable [that] this was the right company to provide the professional service I wanted – ⭐⭐⭐⭐⭐

Belinda

Mortgage and Protection Client, Louise Gregory

I had advice from Neil about my pension. [It was] very helpful and explained in terms I could understand. I also didn’t feel any pressure to make any decisions on the spot. I would recommend going for a chat – ⭐⭐⭐⭐⭐

Kevin

Pension Client, Neil Coffey

Mark is extremely helpful, friendly and a calming presence when dealing with stressful things such as mortgages and life insurance. I recommend him to all my friends! Thank you Mark for all your help, we really appreciate it – ⭐⭐⭐⭐⭐

Hayley

Mortgage and Protection Client, Mark Robinson