Tom Bruce Email & Phone Number

Tom Bruce CFP™, MCSI, FPFS, Cert SMP, MAATI am a Certified Financial Planner™, Chartered Financial Planner (and Fellow of the Personal Finance Society), a Certificate member of the Society of Mortgage Professionals, and also an Affiliate member of Society of Trust Estate Practitioners (STEP). I am driven by two principles:- To learn more about the world today than I did yesterday; and - To go above and beyond to help others. I believe that my position within Colyer Associates, Managing Partner Practice of St. James's Place Wealth Management, gives myself the platform to practise this on a daily basis. I am based in North Yorkshire, although, I have a national outreach to my clients. I help my clients plan, grow and protect their financial future, and my emphasis is on building, and maintaining, long standing relationship with my clients (personal and business), to ensure that I am a source of trusted and professional advice to help enable my clients to meet their financial objectives and goals. My services range from protection and mortgage planning, to investment and retirement planning, and to more complex estate planning, in later life. Please feel free to get in touch for more information, as I would be delighted to offer a no obligation financial review, to see how I can best help you embrace your tomorrow:✉ Tom.Bruce@sjpp.co.uk☏ 07398110888Your home may be repossessed if you do not keep up repayments on your mortgage.Colyer Associates is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.SJP Approved 7/3/2024