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Matt Swatton

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Wealth Planning Director

Matt joined Canaccord after a succesful career at a number of other wealth management firms. Working out of the Birmingham and Worcester offices, he specialises in assisting lottery winners to plan with and maximise the benefits that their new found wealth can offer. He advises his clients on a broad spectrum of issues but specialises in effective financial planning, advising on investment solutions and inheritance tax planning.

Matt's focus is building relationships with winners. He provides excellent advice and continuity of service over many years, something he believes clients expect, need and want.

Areas of expertise:

Advising Lottery Winners, Financial Planning, Investment advice and Inheritance tax planning.

Contact:

0121 2225072
View Matt Swatton's profile on LinkedIn

Location: Birmingham/Worcester

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IMPORTANT: Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.

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