A Senior Partner of St. James's Place Wealth Management

Bruce A. Harvey

Bruce A. Harvey

Dip PFS, Cert CII(MP)
In my role as a Senior Partner of St. James's Place Wealth Management, my focus is on my clients and on achieving or maintaining financial security for them and their loved ones.

About

I have been a Financial Adviser for over 26 years, initially working with some of the more recognised High Street banks (started with the old TSB Trust Company in September 1991, this, obviously, became Lloyds TSB eventually); before joining the prestigious St. James's Place Wealth Management in September 2000 and have been happily ensconced ever since.

Myself and St. James's Place have an ongoing training programme to ensure knowledge is maintained and enhanced.

I am a member of the Personal Finance Society and the Insurance and Actuarial Society of Glasgow.

On a personal front I enjoy several outdoor activities such as hill walking and rugby (only as a spectator now) but I am now more at home on the Golf Course and a few of the highlights to me throughout the year are spending time with my clients during my client hospitality events on the golf course at either my or their home courses for a friendly match with themselves and possibly some friends.

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.

I offer meetings at our office in Glasgow or if it is your preference, I am happy to meet with you at your home, place of work or at a location convenient to you. Evening meetings are also available.

(Distance is not a problem as I currently have clients throughout Great Britain, including Dingwall, Liverpool, Leeds, London and Shrewsbury).

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 the amount invested.

Your home may be repossessed if you do not keep up repayments on your mortgage.

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Testimonials

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Bruce has been extremely helpful in assisting me to sort out my financial affairs.

I particularly like the St. James's Place model of multiple fund managers.

I have found Bruce to be completely honest and up front. He has my complete confidence and I am delighted to recommend him to o...
Ray Davis |Architect, Glasgow
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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

The Partner 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.