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 @
- 2017 -2019 Partner @
- 2015 -2017 Senior Consultant @
- 2013 -2015 Client Relationship Specialist @
- 2009 -2015 Wealth Adviser @
- 2012 -2014 Chair of the Towry Consultative Committee @
- 2007 -2009 Financial Adviser @
- 2015 -2015 Director - Wealth Manager and Financial Planner @
- 2004 -2007 Events Account Manager @ Danco
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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