Bruce Hallman
Head of Investment Planning
Financial Qualifications
Diploma in Regulated Financial Planning
CFA UK Level 4 Certificate in Investment Management
BSc (Hons) Mathematics degree, grade 2:1 (University of Bath)
Get to Know Bruce
I joined Wealth Matters in January 2019 and subsequently completed training for the paraplanning role and the Diploma in Regulated Financial Planning.
I have since taken on the role of Head of Investment Planning and am the lead for paraplanning projects.
Before joining Wealth Matters, I spent thirteen years working with investments at Lloyds Private Banking with the experience helping me within my current roles.
Get in Touch
Telephone: 01582 720511
Email: info@wealth-matters.co.uk
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