How TrinityBridge helps businesses navigate change with confidence
'I'm proud to be able to provide holistic financial planning and investment management services to clients and their families,' Bruce explains.
'My particular specialty is advising business owners in the run-up to an exit and helping them manage their finances after a business sale.'
This tailored approach is especially critical in today's volatile financial climate. Recent changes proposed in the UK's Autumn Budget last year – particularly around Inheritance Tax (IHT), pensions, and family businesses – have added complexity to the wealth management landscape.
Bruce notes: 'We have seen significant fiscal and economic upheaval before and my experience of advising clients through such troubled times allows me to help clients address the issues and concerns affecting them today'
'A significant amount of my work at the moment is centred around Inheritance Tax planning,' Bruce notes. 'The challenges presented by the proposed IHT changes are shared by a number of my clients and go beyond tax planning, to wider family succession issues. Given this added complexity, my focus is to deliver proven wealth management solutions that are tailored to individual clients and are designed to safeguard assets across generations.'
(Image: TrinityBridge's Bruce Saunderson is celebrating his 30th year working in Glasgow)
At TrinityBridge, the strategy is about combining time-tested solutions with a deep understanding of each client's unique circumstances. 'We work closely with our in-house investment specialist team to provide advice based on the specific needs, concerns, and objectives of our clients,' Bruce says.
'Having worked in professional practice for most of my career, I understand the importance and value that collaborating with clients' tax, legal and other professional advisers adds.'
This collaborative mindset is essential as shifts in financial legislation as well as geopolitical events can occur rapidly. 'Close coordination between financial planners and investment managers is vital to optimise clients' finances' Bruce emphasizes. 'We aim to take an integrated approach - everyone's financial situation and aspirations are different, so it's important to have a financial planner who understands these bespoke needs.'
Though TrinityBridge may be a new name, the firm's roots in Scotland – and Bruce's in Glasgow – run deep. 'I joined TrinityBridge in 2017. Glasgow has been my home for nearly 30 years, since graduating from Edinburgh University with a joint degree in Law and Accountancy.'
Bruce's career has spanned boutique firms and legal and Big Four giants, giving him a distinctively broad perspective. 'As a company, we are able to offer a great mix of expertise to clients – having a wide-reaching talent pool across the UK to draw from, paired with the ability to engage in local one-on-one relationships thanks to our regional footprint.'
Looking ahead, Bruce sees the firm's new name as a natural evolution.
'It's just another step on our journey,' he says.
'We have to the platform to continue to show clients that we are a great avenue to achieving their financial goals – not just for themselves, but for their families for years to come.'
As for personal milestones, there's one more on the horizon: 'I need to think about how I'm going to celebrate my 30th year of living in Glasgow,' Bruce laughs. With a legacy of trust and a future-focused mindset, TrinityBridge is not just managing wealth – it aims to shape financial legacies.
■ Please be aware that no investment, or investment strategy, is without risk. The value of investments can fall as well as rise and you may get back less than you invested
www.trinitybridge.com
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