Good for tomorrow, and good for today

PENSIONS

Sit back & relax. We can take care of it for you

INVESTMENTS

Make the best of this year - and of the future too

TAX PLANNING

Risk or opportunity? We look ahead so you don't have to

ASSET MANAGEMENT

Financial Advice Northampton

Robert Bruce Associates have a wealth of experience providing independent financial advice in Northampton and offer a wide range of independent financial services. We work alongside you to ascertain your needs and aspirations and then tailor make solutions to achieve them over time. Whether it’s getting a head start on pension saving or exploring last-minute investment options, we have the knowledge to help.

In todays challenging markets, investors more than ever are looking for unbiased professional advice from advisers they can trust. That is where our highly qualified advisors come in, offering the very best advice with a commitment to on-going reviews. Our team have passion for what they do and our financial advice in Northampton is always delivered in a friendly, professional manner.

Independent Financial Advice in Northamptonshire

Our traditional business values are backed by the latest technology to ensure that clients receive an accurate, efficient service. Over time we have achieved an enviable reputation for our quality financial advice in Northampton. This has ensured a large amount of our clients recommend us to others requiring financial advice.

We’re always on-hand to arrange no-obligation meetings to discuss your needs or simply highlight one or two options of benefit to your financial future. So for independent financial advice in Northampton to help you with your investment, retirement and estate planning requirements, look no further than Robert Bruce Associates.

Chartered, independent financial advice for individuals and organisations

99% of customers stay with RBA over the long term

Financial Advice Northampton

Pensions

Would you rather speak to an independent pensions adviser – or an adviser who is no longer deemed independent? We are not restricted so, whatever your needs, we can search the whole of the market and tailor recommendations to you.

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Finantial Advice Northamptonshire

Investments

We independently select and manage hand-picked investments, from whole of market landscape, to meet each individual investor’s needs. Most team members have been employed by RBA for 10–20 years and work hard to maintain a 99% customer retention rate.

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Financial Advice Northampton

Asset Management

Because RBA is independent, it is often shortlisted by prospects looking for an asset management service. We also have our own Chartered Financial Planner, which demonstrates our professional commitment to raising standards in the financial advice industry.

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Finantial Advice Northamptonshire

Tax Planning

Maximising tax reliefs minimises the tax you pay. RBA has a selection of asset allocation tools to hand, and uses a wide range of tools to save customers a substantial amount of money and also yield returns on investments.

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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.

Find out more…

Is inflation about to rise?

Is inflation about to rise?

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...

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Pension or ISA in retirement?

Pension or ISA in retirement?

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.

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UK’s divorce has begun

UK’s divorce has begun

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?

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Get advice

For expert advice on wealth management, investments, tax planning, pension planning, pension release and pension transfers, annuity options and more.

Call us on 01604 760766

Contact Us