Creative Financial

Our Advisers

If you think that we can help you in any way, we are always happy to talk things through if you have a general query. Initial meetings, face to face, are at our expense, so please don't hesitate to book your first appointment by contacting us using the details below:




John Bruce, Principal Director
Independent Financial Planner & Wealth Manager

John Bruce, who has many years' experience in the financial services industry, established the firm. John is a member of the Personal Finance Society (PFS), the Chartered Insurance Institute (CII), The Chartered Institute for Securities & Investment (CISI) and The Institute of Directors. As such he is committed to continued professional development and self-improvement not only for his own benefit but so that his clients can be assured of the very best of service.

John is actively part of the Personal Finance Society (PFS) for the North East and the Insurance Institute of Newcastle upon Tyne and has played key roles over the years. As well as being past Regional Chairman of the LIA (The Professional Association for Financial Services) John has been the Publicity Officer and is the past Chairman of the PFS Tyne Tees Region, brought about by the merger of the Professional Association for Financial Services and the Society of Financial Advisers which is a society within the Chartered Insurance Institute. John is past President, past Deputy President & Charities Officer of the Insurance Institute of Newcastle upon Tyne. John Bruce was honoured with the CII's Exceptional Service Award in 2015 for his services to the profession.

Qualifications

John is a fully qualified Independent Financial Planner and continues to do examinations and CPD (Continued Professional Development) in order to maintain and keep abreast in this constantly changing market.

John has currently attained Chartered FCSI, Dip.PFS, Certs.CII (MP&ER).




Gillian Bruce, Company Secretary

Gillian is the Company Secretary and provides administration and compliance support.

Gillian has been with the firm since John started the company and has played a vital role in its progress and success.

Qualifications

Gillian, as part of the Team is studying to obtain the full Financial Adviser qualification. We believe it is vital that our whole Team has a full understanding of the Financial Planning Process.




Chantal Maughan
Estate Planning and Compliance & Human Resources Administrator

Chantal joined the firm whilst studying and is a qualified Compliance and Human Resources Administrator. . Chantal is committed to providing the best service to John's clients and to her continued professional development. Chantal is truly a family woman and even finds the time to bake lots of delicious treats to share with all the family.

Qualifications

Chantal holds a BA (hons) in Business Studies and Human Resources and as part of the Team is studying to obtain the full Financial Adviser qualification. We believe it is vital that our whole Team has a full understanding of the Financial Planning Process.




Rachel Bruce
Financial Planning Assistant, Office Manager & P.A.

Rachel joined the firm whilst studying and is qualified in Business Management and Financial Management. Rachel is committed to providing the best service to John's clients and to her own continued professional development and self-improvement. Rachel has followed John's footsteps and plays an active role on the Personal Finance Society (PFS) for the North East and the Insurance Institute of Newcastle upon Tyne.

Qualifications

Rachel holds a BA (hons) in Business Management and Financial Management. Rachel, as part of the Team, is studying to obtain the full Financial Adviser qualification. We believe it is vital that our whole Team has a full understanding of the Financial Planning Process.