Matt Swan

Financial Planner
Matt Swan

Matt joined us in 2023 as a Financial Planner based in our Exeter office. Starting his advisor career in 1990, he has experience at national and global banking and insurance companies, most recently at NFU Mutual where he worked across various agencies in Devon and Cornwall. As well as his vast experience, Matt in on his journey towards Chartered Financial Planner status.

Matt has experience in all aspects of financial planning meaning his clients benefit from quality advice across whichever area they need during their lives. He advises clients at all stages of their life but for the last 20 years has focused on advising clients who have businesses in the agricultural sector.

Matt is driven by providing financial security to his clients. This may be in the form of protecting his clients from financial issues that they may encounter such as personal issues or wider economic factors. He works with his clients to plan ahead and make sure they are prepared for all eventualities, but he is also comfortable providing new clients with their options in unforeseen circumstances.

Away from work Matt is married with grown up twin daughters. He spends lots of time walking his dog, Finn, often on the SW Coast path. He is also takes part in local motorsport and is a member of Devon & Cornwall 4×4 Response, being a dedicated Land Rover fan.

  • Team: Financial Planning
  • Office: Exeter

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