Strategic Growth, Lasting Wealth.
Based in Yorkshire with clients from all over the UK, we help you plan & shape your financial future.
What we do
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When to retire is one of the biggest decisions you will make and saving up throughout your working life requires planning and discipline. Our implementation, consolidation and review services can help you plan for the future and achieve your financial goals with peace of mind.
Note: A pension is a long-term investment not normally accessible until 55 (57 from 2028). The fund value may fluctuate and can go down, which would have an impact on the level of pension benefits available.
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We advise clients on portfolio management, including Individual Savings Accounts (ISAs), bonds, offshore investments, general investment accounts and trusts. Ensuring income, risk levels and future plans are managed and well looked after.
Note: The value of your investment (and any income from them) can go down as well as up and you may not get back the full amount you invested.
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Tax planning can be complex but our experience and expertise in this area can help protect future legacies and reduce tax liabilities. We work with a wide range of methods, including venture capital trusts, alternative investments, succession planning and family trusts amongst others.
Note: Venture Capital Trusts are high risk products not suitable for the majority of retail investors. The Financial Conduct Authority does not regulate trusts and tax planning.
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Our advice services help business owners through the life cycle of company ownership. We advise on director’s pensions, workplace schemes and staff benefits such as group life cover. We also advise directors on share protection and tax mitigation on the sale of their company.
Who we are
Brookstone Wealth was co-founded by Darren Harvey and Stefan Winnik who have been friends and colleagues for over fifteen years. Collectively the partnership have amassed over forty-five years’ experience in financial planning.
Darren Harvey
Darren graduated with a degree in Financial Services in 2000 and after leaving University, began his training with a national asset management firm. He qualified as an adviser in 2005 and achieved chartered status in 2017. He has established many long-standing relationships with his clients, using his broad knowledge in investment advice and pension planning.
Outside of work Darren enjoys running, cycling, watching live music and travelling.
Stefan Winnik
Stefan started his career in financial services with a national pensions and investment firm in 1996 and built his financial services knowledge whilst working there. Following this he joined the York office of an advisory firm where he qualified as an adviser. He has close relationships with his clients and has helped many people retire, advised on inheritance tax planning and investments over the years.
Outside of work Stefan enjoys travelling, playing golf and spending time with his family.
How we do it
Our knowledgeable team of professionals conduct a thorough analysis of your financial situation, goals and risk tolerance. By understanding your unique circumstances, your financial adviser can tailor a strategy to address your specific needs, whether it’s planning for retirement, managing investments or minimising tax liabilities.
Our expertise includes monitoring market trends, identifying opportunities and mitigating risks, ensuring your financial plans remain dynamic and responsive. With a Brookstone financial adviser by your side, you gain a skilled strategist and a trusted confidant committed to your financial success who will provide ongoing support and appropriate adjustments as your life circumstances evolve.
What people say about us
“Darren has looked after my pension for a number of years and has provided a first class service throughout. He keeps me updated on a regular basis, and has given me much appreciated guidance whenever I have had any queries. I have no hesitation in recommending Darren.”
- CG, North Yorkshire
”Stefan has looked after my finances for over 10 years, he is very professional and extremely helpful, always giving clear advice across investments and pensions. I find him very honest and his recommendations have proved their worth as I can now retire early.”
- CH, North Yorkshire
“Stefan has guided me through the pension minefield since 2014 with my personal and business pensions. His advice and understanding of my requirements have enabled making important decisions easy for an early retirement.”
- IB, North Yorkshire
How to get started
We offer a free initial consultation with one of our senior partners to see if Brookstone could be the right fit for you.
Email us at advice@brookstonewealth.co.uk or call us on 0800 0541891
