Gareth Bruce
DipPFS
We work with individuals and business clients helping them aim for better investment returns; plan for retirement; mitigate tax liabilities and protect their wealth.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Specialisms:
About
I have worked in Financial services since 1989 and over this time I have built up an extensive knowledge on all aspects of financial planning, whilst also achieving full CEFA and CeMAP qualifications. In addition to this I have achieved the St. James's Place Diplomas in Pensions, Savings and Investments and Inheritance Tax Planning. Most recently I have achieved the "Diploma in Financial Planning" awarded by the Chartered Institute of Insurance.
I am also a member of the Personal Finance Society and the Chartered Institute of Insurance.
Prior to being invited to join the prestigious St. James's Place, I worked for both HSBC Bank Plc and NatWest Bank Plc.
I believe that Working with St. James's Place enables us to provide a significantly more enhanced level of service and offer higher quality products with tailored advice to all clients.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
