Bruce Nash

Financial planner

T: 01582 720511

E: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Back to team page>>

After graduating with honours from Portsmouth University in Civil Engineering, Bruce gained experience in corporate management and consulting before becoming a fully qualified independent financial adviser in 2000.

Bruce is qualified to give advice in all areas of financial planning but the areas where he has specialist knowledge are pension planning, business protection and property investment (residential and commercial).

Bruce’s interest include sailing and travel.

I have a passion for Financial Planning and as a “people person” I believe in a client-centric experience which is user friendly, fun and tailored to each individual I meet. I enjoy working with my clients and helping them to achieve their life goals and ambitions, all of whom understand that Financial Planning (which may not seem the most exciting activity!) is an important part of the process."

Bruce’s financial qualifications

2009: Advanced Certificate in Pension Income Options
2008: Advanced Certificate in Personal Tax
2007: Advanced Certificate in Pension Funding Options
2002: Certificate in Mortgage Advice & Practice (CEMAP) Pass with merit
2001: Approved as a competent Independent Financial Adviser
2001: Authorised to conduct business as an Independent Financial Adviser
2001: Certificate for Financial Advisers (CEFA) parts 1, 2, and 3