Matt Swatton Email
Wealth Planning Director @ Canaccord Wealth
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Matt Swatton Location
- England, United Kingdom
Matt Swatton Work
- Wealth Planning Director @ (May 2019 - Present)
- Partner @ (January 2017 - May 2019)
- Senior Consultant @ (April 2015 - January 2017)
- Client Relationship Specialist @ (December 2013 - April 2015)
- Wealth Adviser @ (September 2009 - April 2015)
- Chair of the Towry Consultative Committee @ (July 2012 - February 2014)
- Financial Adviser @ (June 2007 - October 2009)
- Director - Wealth Manager and Financial Planner @ (January 2015 - April 2015)
- Events Account Manager @ Danco (March 2004 - June 2007)
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
- Investments
- Relationship Management
- Finance
- Investment Advisory
- Income Protection
- Asset Allocation
- Financial Services
- Wealth Management
- Life Insurance
- Mutual Funds
- Strategic Financial Planning
- High Net Worth Individuals
- Savings
- Investment Strategies
- Risk Management
- Asset Management
- Wealth Accumulation
- Trusts
- Wealth
- Inheritance Tax Planning
- Retirement
- Investment Management
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.
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