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Bruce Bulgin

Chartered Financial Planner

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

South East

Covers

Berkshire, Hampshire, Surrey

Bruce Bulgin

Chartered Financial Planner

I’ve been working with my clients since 1993 with the aim of helping them achieve their financial goals.  Over the years I’ve learnt that everyone is different so that the advisory process has to take account of individual needs.  Circumstances change so engaging with clients in an open and constructive manner is paramount.

It’s also an education process to help clients understand complex concepts and to feel comfortable with what is recommended to them. Linked to this is financial planning between generations as we see wealth being transferred to children and grandchildren.  So I encourage my clients to take a long term view, not just of their circumstances.

In terms of specialisation, I’m interested in trusts and tax planning and often work with other professionals.

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

South East

Covers

Berkshire, Hampshire, Surrey

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