Profile

• Bruce graduated from Portsmouth University in Civil Engineering with honours
• He gained experience in corporate management and consulting before becoming a fully qualified independent financial adviser in 2001
• Bruce is qualified to give advice on all areas of financial planning but has specialist knowledge in retirement and investment planning, business protection and working with contractors and freelancers
• Bruce obtained the prestigious Certified Financial Planner Professional qualification in 2013
• Bruce qualified as a Chartered Wealth Manager in 2016
• In 2020 Bruce achieved distinction in the STEP Trusts and Estate Planning qualification
• Bruce’s outside interests include sailing, flying model aeroplanes and his family

Financial Qualifications

• Certified Financial Planner
• Chartered Wealth Manager
• STEP Certificate for Financial Services (Trust & Estate Planning)
• Diploma in Financial Planning

Mobile: 07818 063585

Telephone: 01582 720511

Email: bruce@wealth-matters.co.uk