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Bruce Hallman ACSI
Head of Investment Planning

“I enjoy working with a team who are genuinely dedicated to helping clients realise their aspirations, and in an environment where continuous training and development is embedded in the culture.”

Profile
  • Bruce joined Wealth Matters in January 2019, as an Office Administrator
  • He subsequently completed training for the paraplanning role and has passed his Diploma in Regulated Financial Planning
  • Bruce is now our lead for paraplanning projects and investment planning due to his excellent technical skills and knowledge
  • Before joining Wealth Matters Bruce spent thirteen years working in private banking and investments

 

Qualifications
  • Investment Management Certificate (IMC)
  • Diploma in Regulated Financial Planning

 

Telephone: 01582 720511

Email: bruce.hallman@wealth-matters.co.uk

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