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Global Capital Markets Investor Relations Wealth Management:  CA  |  AU 

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Matt Swatton

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Wealth Planning Director

With over 16 years of experience in financial services, I have provided advice at various firms across different market conditions. I specialise in helping new clients deal with sudden windfalls, such as inheritances or lottery wins, but also advise on a broad range of financial issues. My approach is centred on building strong client relationships, delivering excellent advice, and maintaining continuity of service over the years. My philosophy is simple: to provide clients with the kind of service that they expect, need, and want. I believe that trust and transparency are essential in this industry and aim to build relationships that last. My passion for the financial sector drives me to stay updated with the latest trends and developments, allowing me to offer my clients the best possible advice. As a trusted advisor, I have helped many clients achieve their financial goals, and I look forward to continuing to do so in the years ahead.

Location: Birmingham/Worcester

A bit about me:

I’m a keen runner and spend as much spare time as I can out in the Worcestershire countryside. Other than that, all 3 of my daughters are keen dancers and I can safely call myself a dance dad!

What does can-do mean to me:

You could call it an ethos, an approach, or an ideology. We simply call it can-do.

Can-do means approaching every challenge with a positive attitude, finding creative solutions, and going above and beyond to exceed client expectations.

Contact:

0121 2225072
View Matt Swatton's profile on LinkedIn

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Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.