Bruce Davies Email & Phone Number

I provide comprehensive financial planning – spanning investments, pensions, insurance and tax – to help my clients meet their financial goals. I help them make sense of their money and arrange their resources to best meet their needs now and in the future.I have worked in financial advice since 2016 and am highly qualified as both a Chartered Financial Planner and Certified Financial Planner™. I am privileged to work with a diverse range of people, including young professionals at the beginning of their financial planning journey through to older clients planning to leave a legacy for their families and communities.Holden & Partners is a multi-award-winning firm of independent Chartered Financial Planners, based in London and serving client families across South East England. Our mission is to ‘help our clients plan for a sustainable future’ and we have a proven heritage in ethical investment advice. To demonstrate our commitment to people and planet alongside profit, we are proud to be an accredited B Corp.If you would benefit from more confidence and clarity about your financial future, please do message me to arrange an initial conversation at no cost.

Listed skills include Publishing, Content Management, Online Publishing, Digital Media, and 4 others.