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.
Kevin Bruce

168 West George Street, Glasgow, G2 2NR

Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm

Advice & Services

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

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgages and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
COVID-19
Here to support you and help to provide peace of mind in this uncertain time.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

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.

Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Charitable Foundation
Over £93 million has been raised for our charitable arm, changing the lives of children and young people.
Award winning service
St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.
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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.
Kevin Bruce
Bruce Wealth Consultancy Limited
07557 672956