Matt Swatton Email

Wealth Planning Director @ Canaccord Wealth

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Matt Swatton Location

England, United Kingdom

Matt Swatton Work

2019 - now Wealth Planning Director @ Canaccord Wealth
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2017 - 2019 Partner @ Thomas Miller Investment
2015 - 2017 Senior Consultant @ Thomas Miller Investment

2013 - 2015 Client Relationship Specialist @ Towry
2009 - 2015 Wealth Adviser @ Towry
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2012 - 2014 Chair of the Towry Consultative Committee @ Towry
2007 - 2009 Financial Adviser @ Edward Jones
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2015 - 2015 Director - Wealth Manager and Financial Planner @ Towry
2004 - 2007 Events Account Manager @ Danco

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Matt Swatton Education

Birmingham University
BA (Hons) Business Management (Business Management)
1999 - 2002
Beaminster Comprehensive
1991 - 1998

Matt Swatton Skills

Estate Planning
Financial Advisory
Pensions

Fixed Annuities
Insurance
Retirement Planning
Financial Planning
Wealth Management Services
Portfolio Management
Critical Illness

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Matt Swatton Summary

Matt Swatton, based in England, United Kingdom, is currently a Wealth Planning Director at Canaccord Genuity Wealth Management (UK, Channel Islands and Isle of Man). Matt Swatton brings experience from previous roles at Thomas Miller Investment and Towry. Matt Swatton holds a 1999 - 2002 BA (Hons) Business Management in Business Management @ Birmingham University. With a robust skill set that includes Estate Planning, Financial Advisory, Pensions, Fixed Annuities, Insurance and more. Matt Swatton has 1 emails on RocketReach.

Matt Swatton Emails

Found 1 emails

@canaccord-wealth.com

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Top Canaccord Wealth Employees

David Esfandi

Chief Executive Officer at Canaccord Wealth

London, GB
1
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4
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Paul Sherwood

Head of UK Finance at Canaccord Wealth

London, GB
1
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Mark Wynne-Jones

Head of International Equities at Canaccord Wealth

United Kingdom
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Iain MacKenzie

Head of Treasury at Canaccord Wealth

United Kingdom
1
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Simon McGarry

Head of Direct Equity Research at Canaccord Wealth

Haywards Heath, GB
1
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Julian Robins

Managing Director at Canaccord Wealth

New York, NY, US
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Lee McDowell

Head of UK Adviser Solutions at Canaccord Wealth

United Kingdom
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- psigma.com
1
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Nick Grant

Senior Investment Director at Canaccord Wealth

London, GB
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Jason Robilliard

Head of Portfolio Management, Guernsey at Canaccord Wealth

Guernsey
1
- canaccordgenuity.com
Kunal Bajpai

Corporate Development Director at Canaccord Wealth

United Kingdom
2
- hotmail.com
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Ryan Harrison

Head Of Wealth Management Jersey at Canaccord Wealth

Jersey
1
- canaccord-wealth.com

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