Relationships are important to us. We work closely with our clients, building relationships based on trust. This ensures that we are able to provide appropriate advice tailored to financial needs and future aspirations when it is needed.

Swan Wealth Management was founded by Matthew Swan in 2009 following his graduation from the St. James's Place Academy. Matthew joined the Academy following a successful career in corporate finance and management consultancy. Matthew is the Principal Director of Swan Wealth Management Ltd and supports clients to achieve a variety of financial planning goals.

Richard Flexer was invited to the join the business by Matthew in 2015. Richard was also successful in graduating from the St. James's Place Academy and is a Partner at Swan Wealth Management. Richard advises and supports a range of clients including management consultants, medical professionals, Senior Directors and Partners from a range of professional service firms as well as entrepreneurs, and current and ex-service personnel.

Both Matthew and Richard hold Chartered Financial Planner status, the highest level of professional qualification for financial advisers in the UK and are Fellows of the Personal Finance Society. Between them, Matthew and Richard have over two decades worth of experience working in financial services.

Through our office in Wrington and access to St. James's Place offices in Cirencester, London and across the UK; Matthew and Richard are able to service clients throughout the country.  Matthew and Richard are supported by an experienced and highly skilled administrative and technical team who ensure clients enjoy the highest level of ongoing service.

As a Managing Partner Practice of St. James's Place, our clients are able benefit from a level of investment expertise, trusted advice and experience that is difficult to find in the financial services industry. Our clients also have peace of mind in knowing that St. James's Place guarantees the suitability of our advice when we recommend any wealth management product or service available from companies in the group, more details of which are set out on the Group's website at www.sjp.co.uk/products. 

Many of our new clients come directly via introductions from current clientele or professional connections with whom we have built solid, trusted relationships.  

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select, and the value can therefore go down as well as up. You may get back less than you invested.