Profile

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

Financial Qualifications

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

Mobile: 07818 063585

Telephone: 01582 720511

Email: bruce@wealth-matters.co.uk