With over 15 years’ experience in financial services, I joined Robert Bruce Wealth Financial Planning in January 2018 as a paraplanner. My role is to support our advisory team within the company. I have a broad knowledge of financial services including client and adviser support in all areas, as well as cashflow planning. Currently, I’m in the process of studying to complete my Level 4 Diploma in Financial Planning. Hobbies outside of work include DIY, reading and a passion for Formula 1.
For more information, please call me on +44(0) 1604 760 766 or email firstname.lastname@example.org
Robert Bruce Financial Planning
73 St. Leonard’s Road
Tel: +44(0) 1604 760 766
Fax: +44(0) 1604 762 343
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