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

Bruce Wealth Consultancy Limited

Kevin Bruce

DipPFS
I provide wealth management advice to individuals and businesses in and around the Glasgow area. My advice is tailored to meet your personal and/or business objectives.

About

In my experience many people will extensively search for a trusted source on financial advice based on cost and performance. I understand these initial factors and strive to ensure your financial goals are achieved.

With the hectic lifestyles we all experience today we find very few people have the time or inclination to manage their financial affairs effectively. This is hardly surprising as the financial world we live in is complex and fast changing. I began my career in Financial Services in 1988 over 24 years ago with Royal Bank of Scotland. I progressed giving advice to clients in the branch network and also their wealthiest personal and corporate clients within Private Banking. I then moved across to Bank of Scotland Investment Service specialising in Inheritance Tax Planning. After the Lloyds take over I worked in their Wealth Management arm giving advice to the bank's wealthiest clients within their Private Banking arm.

With my 24 years experience in giving advice I have a good understanding in all areas of Financial Planning. I firmly believe in building long lasting relationships with clients and conduct regular face to face meetings, offering tailored advice to ever changing circumstances.

I have already achieved my Diploma in Financial Planning. It is now my goal to work towards Chartered Financial Planner, one of the most prestigious accolades in the industry.

Most of my spare time is spent with my wife Lesley and children, Jordan and Zoe. I also spend any other time I have coaching young footballers at a local professional club.

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Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.

Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

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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 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.

Bruce Wealth Consultancy Limited is registered in England and Wales, Number SC450523. Registered Office: 28-30 North Street, Dalry, Ayrshire, KA24 5DW.