Independent Financial Advice

Robert Bruce Associates is an accredited firm of independent financial advisers or IFAs, with a successful 30-year track record.

Our financial planning specialists work tirelessly to review and report on your current financial status, search the entire financial market and recommend the best opportunities available that suit your circumstances. If you become a customer, we will regularly review and report on your pension’s performance while drawing your attention to any minor market changes and recommending accordingly.

Whatever your circumstances and aspirations, if you have any questions about your pension, contact us and arrange a discussion with one of our advisors.

Pension Release

Clear your mortgage, avoid debt

If you are over 55 you could take tax-free cash lump sum from your pension.

Retirement Planning

Look forward to retirement

Ensure you have more time on your hands and a chance to enjoy life.

Divorce

Protect your pension options

Pension funds are often the largest asset of marriage after property.

Pension Transfer

95% receive more with us

Improve the performance of your pension.

Pension Performance

We keep your eye on the ball

Receive a pension performance review.

Final Salary Schemes

Is your retirement income safe?

Would your employer make up the deficit of your occupational pension/final salary scheme?