Bruce Hallman ACSI

< Back to Team

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 passed his Diploma in Regulated Financial Planning
Now our lead for paraplanning projects and investment planning due to his excellent technical skills and knowledge
Before joining Wealth Matters, spent 13 years working in private banking and investments

Qualifications

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

Telephone: 01582 720511

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

Our Team

View the rest of our team.

View the team