Bruce Wilson ACA FIFP CFP
Director & Financial Life Planner
Bruce’s holistic approach to financial planning puts his client’s life at the heart of the process rather than their money. He sees his role as that of a guide as his clients explore their lives, their aspirations, their dreams and what they want to achieve. What does it mean to them to live a meaningful life.
Bruce’s Lifetime Wealth Management Experience programme:
Explores and articulates your life goals
Encompasses them in your lifetime cash flow plan
Creates an asset risk based investment plan
Holds the investments within appropriate tax structures for maximum efficiency
Reviews and updates your plans to keep them in line with your goals
Bruce is a Chartered Accountant, Fellow of the Institute of Financial Planning, Certified Financial Planner and Registered Life Planner. He was the founding Managing Director of Helm Godfrey Partners, a former director and Vice- President of the Institute of Financial Planning and advising clients for over 27 years.
He also co-authored The 7 Secrets of Money which outlines his approach to a successful investment experience.
Outside of work, Bruce is a lifelong yoga practionner who loves travelling, cycling and walking and in 2012 completed the 480 mile Camino de Santiago de Compostela—a walk or any partof which he would heartily recommend.