Bruce Nash

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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