Bernard Rust Location
- London, GB
Bernard Rust Work
- 2025 - now Chartered Financial Planner @ Shackleton Advisers Ltd
- 2021 - 2025 Compliance Officer @
- 2013 - 2025 Operations Manager @ PK Financial Planning LLP
- 2012 - 2013 Senior Consultant @
- 2011 - 2012 Senior Financial Planning Manager @
- 2010 - 2011 Financial Planning Manager @ Barclays Financial Planning
- 2009 - 2010 Senior Financial Adviser @ WFS Consulting Ltd
- 2006 - 2008 HO Sales Manager @ Just Retirement Solutions Ltd
- 2005 - 2006 IFA Sales Manager @ Just Retirement Ltd
- 2003 - 2005 Head of Telesales @
- 2001 - 2005 Business Development Manager @ Wesleyan Financial Services
- 1978 - 1988 Franchise Operator @ Mawers Bakery
Bernard Rust Education
- Humberside College of Higher Education
BA Hons (Business Studies)
- Sydney Smith High School
Diploma (Management Studies; Financial Services)
- Open University Business School
DipMgmnt (Business)
Bernard Rust Skills
- Retirement Planning
- Pension Schemes
- Inheritance Tax Planning
- Wealth Management
- Cash Flow Forecasting
- Succession Planning
- Investment Strategies
- Retirement Benefits
- Strategic Financial Planning
- Financial Services
- Investments
- Strategy
- Portfolio Management
- Fixed Annuities
- Protection
- High Net Worth Individuals
- Financial Planning
- Relationship Management
- Financial Advisory
- Pensions
- Account Management
- Customer Service
- Sales
- Business Development
- Microsoft Office
- Sales Management
- Project Management
- Public Speaking
- Leadership
Bernard Rust Summary
- Bernard Rust, based in London, GB, is currently a Chartered Financial Planner at Shackleton Advisers Ltd. Bernard Rust brings experience from previous roles at PK Group, PK Financial Planning LLP and NatWest. Bernard Rust holds a BA Hons in Business Studies @ Humberside College of Higher Education. With a robust skill set that includes Retirement Planning, Pension Schemes, Inheritance Tax Planning, Wealth Management, Cash Flow Forecasting and more.
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