Book a call Client Login
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.”

  • 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


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


Telephone: 01582 720511


Our Team

View the rest of our team.
View the team
Your browser is out-of-date!

Update your browser to view this website correctly.Update my browser now