Matt Swatton
Wealth Planning Director
About Matt
With over 16 years of experience in financial services, I have provided advice at various firms across different market conditions. I specialise in helping new clients deal with sudden windfalls, such as inheritances or lottery wins, but also advise on a broad range of financial issues. My approach is centred on building strong client relationships, delivering excellent advice, and maintaining continuity of service over the years. My philosophy is simple: to provide clients with the kind of service that they expect, need, and want. I believe that trust and transparency are essential in this industry and aim to build relationships that last. My passion for the financial sector drives me to stay updated with the latest trends and developments, allowing me to offer my clients the best possible advice. As a trusted advisor, I have helped many clients achieve their financial goals, and I look forward to continuing to do so in the years ahead.