Retirement Planning


Tailored planning for your future goals,
whilst making sure you have enough money set aside to cover your day-to-day living expenses

Retirement Planning


Do you have accrued pensions but no investment strategy in place?
Can you afford to retire and still have a good standard of living?

Wealth Management


Do you need a better grasp of where tax is eroding your income and savings?
We can look at boosting your finances with some careful tax planning.

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Welcome to Bruce & Co Legal & Financial Ltd

We are committed to providing high quality impartial, independent financial planning and wealth management, embracing your short and long-term needs.

Our aim is to optimise the effective management of your financial affairs.

Pensions and Retirement

I have pensions that I have been accruing over the years, but I have no planned investment or income strategy - can I afford to retire and still have a good standard of living?

Manage Investments

My income is my priority. I want to make sure my investments are generating as much as possible. Will my investments and income keep up with inflation?

Wealth Management

I need help forecasting my long term needs, I want to make sure I can pass on my remaining wealth to my family whilst still leaving provision for myself.

Wills and Trusts

I need help with estate planning and asset preservation. I need to make sure financial provisions are put in place for my dependants by safeguarding assets and finances.