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Bruce Nash
Director

Certified Financial Planner
Chartered Wealth Manager

“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.”

Profile
  • Bruce graduated from Portsmouth University in Civil Engineering with honours
  • Gained experience in corporate management and consulting before becoming a fully qualified independent financial adviser in 2001
  • Qualified to give advice on all areas of financial planning, with specialist knowledge in retirement and investment planning, business protection and supporting contractors and freelancers
  • Obtained the prestigious Certified Financial Planner Professional qualification in 2013
  • Qualified as a Chartered Wealth Manager in 2016
  • In 2020 achieved distinction in the STEP Trusts and Estate Planning qualification
  • Outside interests include sailing, flying model aeroplanes and spending time with his family

 

Financial Qualifications
  • Certified Financial Planner
  • Chartered Wealth Manager
  • STEP Certificate for Financial Services – Trusts & Estate Planning (Distinction)
  • Diploma in Financial Planning

 

Mobile: 07818 063585

Telephone: 01582 720511

Email: bruce@wealth-matters.co.uk

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