Chartered Financial Planner
I have been working in financial services for around twenty years, and advising for eighteen. In addition to helping individuals, and families, define and realise their financial goals, I have also worked with corporate clients, ranging from owner managed businesses, to blue chip corporations.
Whoever I am advising, I always adhere to the same principles. I seek to thoroughly understand a client's needs and goals, identify the best possible way to achieve these, and ensure that the client fully understands what is being done and why.
While I believe that strong technical knowledge is essential in delivering quality financial planning, I also believe that it is possible to have too much of a good thing. I therefore seek to keep my client interactions as human, and person centred as possible.
Outside of work, when not spending quality time with my young family, I cycle and play tennis.
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
Mob: +44(0) 7943 832 455
Fax: +44(0) 1604 762 343
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