Bruce Hallman ACSI

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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

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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