Matthew Swan
Chartered Financial Planner
Matthew is the Principal Director of Swan Wealth Management Ltd and supports clients to help them achieve a variety of financial planning goals.
About
Matthew is a Chartered Financial Planner, an economics graduate, and on aggregate has advised on several hundred million pounds worth of financial transactions principally in the corporate environment.
After enjoying a successful career in management consulting and corporate finance, Matthew was invited to join the St. James's Place Partnership in 2009.
Matthew’s contribution to St James’s Place was recognised in 2015 when he was made a Senior Partner, and again, more recently when appointed as a Managing Partner in 2022.
He enjoys advising a varied group of clients including many entrepreneurs, senior directors and Partners within financial institutions and management consultancy firms as well as legal professionals, politicians and successful artists and authors.
Given his corporate finance background, he has significant experience of providing expert advice to those undertaking or contemplating a full or partial disposal of their business.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
