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. Bruce & Co. Legal & Financial Ltd is authorised and regulated by the Financial Conduct Authority (register.fca.org.uk). Financial Services Register No: 441383 The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.
Please read our Privacy Statement before completing any enquiry form or before sending an email to us.
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. Bruce & Co. Legal & Financial Ltd is authorised and regulated by the Financial Conduct Authority (register.fca.org.uk). Financial Services Register No: 441383 The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.
Please read our Privacy Statement before completing any enquiry form or before sending an email to us.
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 are able to offer you a comprehensive range of products as Independent Financial Advisors.
The information contained in this web site is for general information only and is not financial, investment nor tax advice.
The financial services market place covers a broad range of product offerings, in addition to those above.
Bruce & Co Legal & Financial Ltd are able to offer you a comprehensive range of products as Independent Financial Advisors.
The information contained in this web site is for general information only and is not financial, investment nor tax advice.
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.
We are proud of the advice and service we give our clients and we work hard to ensure that we give you the very best advice for your situation at all times.
Being Independent Financial Advisers we evaluate products and services from all major insurers, product providers, investment companies, lending institutions and banks.
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.
We are proud of the advice and service we give our clients and we work hard to ensure that we give you the very best advice for your situation at all times.
Being Independent Financial Advisers we evaluate products and services from all major insurers, product providers, investment companies, lending institutions and banks.
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.
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 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.
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.
There's no charge, and no obligation, whilst we assess whether it is worth going ahead.
Depending on your instructions we will then perform a 'needs analysis' built on your current situation, and taking a view of any plans or goals you may have.
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.
There's no charge, and no obligation, whilst we assess whether it is worth going ahead.
Depending on your instructions we will then perform a 'needs analysis' built on your current situation, and taking a view of any plans or goals you may have.
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.
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.
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