Bruce joined Holden & Partners in early 2020 and has worked in financial services since 2012.
He provides holistic financial planning to individuals and families, with an expertise in investments, pensions and estate planning. He enjoys getting to know his clients, finding out what their goals are and constructing a plan to help deliver the security and financial future they want. Many clients deeply value the peace of mind that comes with having a plan in place.
Whether your goals are simple or complex, Bruce can help with planning using cashflow modelling to visualise what your financial future could look like; putting in place a strategy to secure the lifestyle you want in retirement; making sure you and your family are financially protected whatever the future brings; and getting the most from your savings and investments.
Bruce is one of a small number of advisers who is both a Chartered Financial Planner and Certified Financial Planner™, the two highest certifications available to financial planners in the UK. He is a Fellow of the Personal Finance Society and a member of the Chartered Institute for Securities & Investment.
Outside of work
Bruce lives in Canterbury with his wife and, weather permitting, likes to spend time cycling in the lanes of Kent. He also enjoys reading non-fiction, travelling to new cities, and spending time with friends and family.
All financial advisers in the UK must be registered on the Financial Conduct Authority (FCA) register and hold a valid Statement of Professional Standing (SPS). In an age where financial scams pose a real threat, it’s important to make sure you don’t take financial advice from anyone who doesn’t appear on the FCA Register or hold a valid SPS.
You can view Holden & Partners entry on the FCA Register by clicking here.