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Bruce Nash
Director

Certified Financial Planner

Chartered Wealth Manager
Chartered Fellow (Financial Planning)

 

“I have a passion for financial planning and genuinely love working with my clients to help them achieve their life goals and ambitions, all of whom appreciate that financial planning is a key part of the process.”

Financial Qualifications
  • CF8 Long Term Care insurance exam with the CII
  • Certified Financial Planner
  • Chartered Wealth Manager
  • STEP Certificate for Financial Services – Trusts & Estate Planning (Distinction)
  • Diploma in Financial Planning

 

Get to know Bruce

 

Mobile: 07818 063585

Telephone: 01582 720511

Click here to send us a message

Our Team

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Wealth Matters | Financial Planners in the Home Counties
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