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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.

Location: Birmingham/Worcester

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.