We are committed to providing high quality impartial, independent financial planning and wealth management, embracing your short and long-term needs. 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?
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. 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.
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. 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.
Services
This is best achieved by developing an open and honest relationship with you, providing you with the peace of mind that the most suitable arrangements for your needs will be found from the varied and complex range available in the market place today. The financial services market place covers a broad range of product offerings, in addition to those above.
Bruce & Co. Legal & Financial Ltd was established by John Bruce, who has many years' experience in the financial services industry. Today our services are available from a number of locations, including the privacy of your home or office. We also welcome you to our offices at Clavering Place in Newcastle City Centre.
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. 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.
Bruce & Co. Legal & Financial Ltd offer independent financial advice to individuals and businesses specifically designed around their individual circumstances. We will help you to review your existing financial situation and reach a representative assessment of your likely needs. For this, you will need to put aside some time to talk to us - the first half hour consultation is free.
Treating customers fairly (TCF) is central to the delivery of The Financial Conduct Authority (FCA) retail regulatory agenda, which aims to ensure an efficient and effective market and thereby help consumers achieve a fair deal.
Firms must be able to demonstrate that they are consistently delivering fair outcomes to consumers and that senior management are taking responsibility for ensuring that the firm and staff at all levels deliver the consumer outcomes relevant to their business through establishing an appropriate culture.Consumers can be confident that they are dealing with firms where the fair treatment of customers is central to the corporate culture.
Firms must be able to demonstrate that they are consistently delivering fair outcomes to consumers and that senior management are taking responsibility for ensuring that the firm and staff at all levels deliver the consumer outcomes relevant to their business through establishing an appropriate culture.Consumers can be confident that they are dealing with firms where the fair treatment of customers is central to the corporate culture.
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