SCOTTSDALE IFA - Key Persons
Andrew graduated from Portsmouth University with a degree in Mechanical Engineering. He has been a Financial Adviser since 1997 and advises individuals, families and companies on their financial planning needs. In addition to the required financial planning qualifications, Andrew has achieved Chartered Financial Planner status and is also a Fellow of the Personal Finance Society (FPFS) by examination.
His objectives are to provide excellent service and high quality advice to his clients, in a clear and uncomplicated way.
Bruce has been providing financial advice since 1986.
In addition to the minimum standard financial planning qualifications, Bruce has achieved Chartered Financial Planner status and is also a Fellow of the Personal Finance Society (FPFS) by examination. In addition he is a member by examination of the Society of Trust and Estate Practitioners (TEP).
Bruce's purpose is to enable clients achieve their financial goals through a range of distinctive financial services. He offers friendly, expert advice to individuals as well as businesses.