Preserving your wealth for future generations

We provide a broad range of investment advice. As part of the advisory process, we’ll also assess your attitude towards investing, your specific requirements for any investments we recommend and make these recommendations in the context of your Wealth Blueprint. Our investment process is reviewed regularly to ensure your wealth is working for you in the way that you need it to, both for today and tomorrow.

Retirement planning is different for everybody, and how you utilise your wealth to transition from your working life into your ‘golden years’ will be highly bespoke and unique to you. We will help you manage this transition in a way that suits your lifestyle ambitions and provides the security and peace of mind you require to focus on enjoying the next stage in your journey.

Protecting you and anybody else who relies on you is a vital component of your Wealth Blueprint. Of course, we all hope for the best, but it is essential to plan for scenarios that can arise, whether that be your death, inability to work or poor health. We will build recommendations for this area into your plan.

Families are by their nature diverse, with priorities that change over time. Having a Will in place to ensure your wishes are carried out after your death is vital. We will work with your existing Solicitor or Will writers, or introduce you to our trusted connections in this area if you wish. We can also provide guidance on registering a Power of Attorney to assist in both financial and health matters in the event of you losing mental capacity.

Managing your savings can be confusing and time consuming, even more so the larger these deposits become. We will recommend, if necessary, companies that can manage this cash on your behalf in order to maximise the returns that you are achieving. Rest assured that the security and accessibility of these funds, in line with your Wealth Blueprint, will be paramount.

As part of your Wealth Blueprint, we will consider your goals and objectives in terms of what legacy you wish to leave to your beneficiaries. The recommendations we make will factor in the accessibility of this legacy upon your death, how much is passed on and how it can be used by the next generation. Taxations, investment strategy and legal structure are considerations for this aspect of your planning.

We are all living longer, healthier lives, and as a result are becoming more conscious about how we are going to be cared for in our later years. We work with leaders in this area to ensure that your concerns are answered and that you are making the most of the help that is already available.

Robert Bruce Financial Planning work with trusted and highly experienced mortgage, legal and general insurance brokers, so you can find everything you need in one place.

Mortgage services

How you finance your home and other properties will be one of, if not the, most significant financial decisions you will ever make. We can introduce you to our trusted connections in this aspect to ensure these decisions can be made in line with your overall financial plan.

Legal services

We’re committed to working with lawyers, tax advisors, accountants and trust companies to help serve the needs of our clients where you may have more complex issues in relation to trusts, Wills or Power of Attorney – we liaise with you through the entire process.

The fees for our services are broken down into three categories:

• Initial advice fees
• Implementation fees
• Ongoing advice & servicing fees

To find out more or to arrange an initial free consultation meeting, please contact us.