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 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