Bruce A. Harvey
Cert CII(MP), DipPFS
I have been a Financial Adviser since 1991, initially working with some of the more recognised High Street banks (started with the old TSB Trust Company in September); before joining the prestigious St. James's Place in September 2000 and have been happily ensconced ever since.
In September 2026, my Practice merged with John Scott Davidson Ltd. John and I share the same belief that good financial planning begins with understanding clients properly, developing long-term relationships and being available when clients and their families need support.
I look forward to working with John Scott Davidson Ltd going forward.
About
I offer a no obligation face to face meeting in order to assess where I can be of assistance to each individual in their planning. Based on core values of excellence of service and above-all, integrity, I will provide you with the wealth management solutions that you need to satisfy your needs both now and in the future.
I do not provide off-the-shelf (or off-the-web) solutions but offer you the benefit of a single relationship to meet all your financial needs.
It is useful to regularly review your financial situation to take advantage of any developments in legislation and tax law. If there are changes in your circumstances, such as starting a family, changing jobs, starting your own business or receiving an inheritance, a review of your financial goals is crucial.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
Addresses
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.
