Bruce Nash

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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
He gained experience in corporate management and consulting before becoming a fully qualified independent financial adviser in 2001
Bruce is qualified to give advice on all areas of financial planning but has specialist knowledge in retirement and investment planning, business protection and working with contractors and freelancers
Bruce obtained the prestigious Certified Financial Planner Professional qualification in 2013
Bruce qualified as a Chartered Wealth Manager in 2016
In 2020 Bruce achieved distinction in the STEP Trusts and Estate Planning qualification
Bruce’s outside interests include sailing, flying model aeroplanes and his family

Financial Qualifications

Certified Financial Planner
Chartered Wealth Manager
STEP Certificate for Financial Services (Trust & Estate Planning)
Diploma in Financial Planning

Mobile: 07818 063585

Telephone: 01582 720511

Email: bruce@wealth-matters.co.uk

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