Bruce Hallman

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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

I joined Wealth Matters in January 2019 and subsequently completed training for the paraplanning role and the Diploma in Regulated Financial Planning.

I have since taken on the role of Head of Investment Planning and am the lead for paraplanning projects.

Before joining Wealth Matters, I spent thirteen years working with investments at Lloyds Private Banking with the experience helping me within my current roles.

Financial Qualifications

Diploma in Regulated Financial Planning
CFA UK Level 4 Certificate in Investment Management
BSc (Hons) Mathematics degree, grade 2:1 (University of Bath)

Telephone: 01582 720511

Email: info@wealth-matters.co.uk

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