Our main areas of Advice
We are able to advise and provide solutions to a wide range of both personal and business financial areas.
We aim to offer you our clients
- an efficient, first-class, professional service while retaining the personal touch
- the benefit of our years of experience and study
- a plan tailored to your specific requirements, reviewed and adjusted over time
- research and administration backed up by the latest technology
- assurance of our confidentiality and trustworthiness.
Areas of Specialism
We offer for you an all-round financial planning and advisory service, but we are able to offer you specialist advice in the following areas:
- Life Assurance
- Pensions Planning
- Investment Advice
- Offshore Financial Planning
- Health Insurance
- Long Term Care
- Corporate Planning
- Tax Planning
- Will Writing and Probate
- Inheritance Tax Planning and Trusts
- Mortgage Advice
To talk to us about any aspect of your finances, make an appointment with Bruce IFA today.
Our aim is to optimise the effective management of your financial affairs.