Independent financial advice for individuals and organisations
99% of customers stay with RBA over the long term
Because RBA is independent, it is often shortlisted by prospects looking for an asset management service. We also subscribe to the Chartered Insurance Institute Code of Ethics which demonstrates our professional commitment to raising standards in the financial advice industry.
Nobody cares more about managing and growing your wealth than we do
RBA has gone the extra mile to formally – and informally – demonstrate its independence, integrity and depth of expertise and ability to deliver a consistently first-class service over many years. Clients include both businesses and individuals. Services provided include asset management, investing, tax planning, retirement planning, pension transfers, applying pensions freedom where and when appropriate, occupational pensions and annuities.
Robert Bruce Associates
Sensible and successful wealth management by people who care.
Millions of Britons could potentially see their savings shrink should inflation start to rise. The latest inflation forecast figures due out (15th August 2017) showed prices rising at 2.7% but with pay remaining flat even with the news that unemployment continued to...read more
It seems with all the changes in legislation over the past couple of years, the full freedoms to pension savers and the launch of the Lifetime ISA (LISA) has opened up the need to consider how funding ISAs fits in with investors longer term objectives.read more
There has been uncertainty in the air ever since we decided to Brexit from the EU. With the triggering of Article 50 on March 29th what does it all mean for UK investors?read more
Retirement Planning: Robert Bruce Associates helps to drown out the background noise and focus on what’s important to you by taking a human approach.read more
For expert advice on wealth management, investments, tax planning, pension planning, pension release and pension transfers, annuity options and more.