TRUST – INTEGRITY – EXPERIENCE
These are the three pillars on which Bridge Investments has been built. We are a boutique financial planning specialist with strong traditional values of trust and integrity who pride ourselves in offering the very highest levels of client service and care.
We take a very personal approach when advising clients, getting to know them, their families and their aspirations. Our hugely experienced financial planners, led by Angus Kirk, aim to build long-lasting relationships with our clients. Only when there is a relationship with understanding and trust can informed and confident financial planning decisions be made.
Principal Financial Planner
Angus began his career in Financial Services nearly 20 years ago. Before co-founding Bridge Investments Partners Ltd, Angus worked as a Financial Adviser and Stockbroker in the investment firm Edward Jones from 2000-2009, where he was consistent in topping the company’s Client Service Excellence award.
Angus is a member of the Personal Finance Society and specialises in Investment Advice and Estate Planning, as well as Retirement and Personal Financial Planning. He is also a qualified Stockbroker.
Following a career at the Financial Times, Shadi moved to Edinburgh in 2005, and completed her MBA at Edinburgh University Business School. In 2007, Shadi joined Edward Jones Ltd, where she worked as a Stockbroker and a Financial Adviser.
Shadi is a co-founder and director of Bridge Investments Partners Ltd and is responsible for the strategic development of the firm.
Jenn is the lynchpin of Bridge’s administrative and compliance functions. She ensures the smooth running of the business and is an important and valued point of contact for clients in all non-advisory matters.
Dale has a number of years experience in financial services. He is responsible for the smooth running of the office and assisting Jenn with client administration.
Ryan has 20 years PR and marketing experience, having worked for a number of blue chip organisations both inhouse and as a marketing consultant. He has particular experience advising professional services firms including accountants and lawyers. Ryan is responsible for Bridge’s external marketing and communications.
My advisor at Bridge Investments partners is knowledgeable, well informed and not afraid to tell me things I might not want to hear. We make investment calls jointly, which is important, but the decisions are still mine.
…in March 2010 I signed up with Bridge Investments Partners, and they have provided me with financial advice and services to my satisfaction. I can recommend the services of Bridge as financial advisers and as a company. They are friendly and easy to get along with.
Angus Kirk has acted as a Financial Advisor to myself and my wife for nearly 10 years. When the company for whom he worked was acquired by another company, I decided to stay with Angus as I had always found him to be a man of integrity. He commenced business on his own account but has retained the “personal touch” when dealing with our investment requirements and his associates and staff are also diligent and helpful when required. I would have no hesitation in recommending Angus to any potential future clients.
A true financial partner, I have absolutely no hesitation in recommending him to anyone seeking more effective wealth management. He has been of immense help to me, not only in organising my financial affairs more advantageously and obtaining better value in terms of investment costs, but in terms of his patience in explaining his recommendations. Angus Kirk is a rare find – a highly responsive financial adviser who identifies his clients’ needs intelligently and then explains his recommended strategies in a straightforward and totally transparent way.