Not just today, but generation after generation
Robert Bruce Financial Planning
Managing the wealth of individuals, families, entrepreneurs and executives
As an Independent Financial Advisory firm, Robert Bruce Financial Planning has extensive experience in managing the wealth of individuals, families, entrepreneurs and executives.
For over 40 years, we’ve be advising both individuals and businesses on how best to achieve their financial goals and aspirations. Our expert Financial Planners provide a personal and bespoke service to help turn your financial vision into a reality. We take time to understand where you are and where you want to be and ultimately provide solutions to maximise what you can achieve with your financial resources.
Through years of experience, we understand that your wealth has a unique and important function - to serve you and the lifestyle you wish to live. We place this belief at the heart of what we do.
You may, or may not, have a list of goals and objectives that you wish to achieve, or it may be that you wish to discuss these with a skilled and experienced Financial Planner to gain a clearer understanding of the life you could be living. Whether that be retiring earlier than expected, that dream holiday or assisting your loved ones, we will listen and take time to understand what matters to you. We will apply our knowledge, skills and experience to build financial plans that ensure where you are now can help you get to where you want to be.
Once we understand where you are and where you want to be, we will build a Wealth Blue Print to ensure, where possible, you can get there. Within your Wealth Blue Print, we will incorporate your existing savings, pensions, investments and protection arrangements to ensure that these are best positioned to help you not only live life today but be able to look forward to the life you can continue to enjoy. True financial freedom is where your wealth exists to serve your lifestyle and not the other way around.
Robert Bruce Financial Planning is a renowned authority in the field of wealth creation and protection. Drawing on the expertise of our in-house specialists and experts in the fields that matter to our clients, our ‘Insights’ area gives you access to our lifestyle and financial planning magazine and guides, factsheets, financial calculators, and topical news that could shape your tomorrow and to keep you fully updated even when you’re on the move.
When you meet with one of our highly skilled Financial Planners, our aim is to help you look at the big picture. It all begins with getting to know you, to find out what matters. Once we understand you and your goals, we work with you to create your bespoke financial plan, creating a detailed financial blueprint that’s flexible enough to adapt to your changing circumstances. We know everyone has different priorities. We've helped people plan for decades now, for all types of wealth.
SHARE YOUR PRIORITIES WITH US
Come and see us so we can find out more about what matters to you.
When it is obvious that the goals cannot be reached, don't adjust the goals, adjust the action steps.
Already a client
For more information about our services, please speak to your adviser or call +44(0) 1604 760766
Become a client
Please get in touch online or call +44(0) 1604 760766 to find out more about our services.