David Matthews
Head of Sales UK and Europe (expatriate market) at Utmost Wealth Solutions | Farnham, England, United Kingdom
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David Matthews serves as the Head of Sales for the UK and Europe at Utmost Wealth Solutions, where he plays a pivotal role in driving growth within the expatriate market. With a passion for delivering exceptional service and robust technical support to key business partners, David is committed to enhancing the client experience and ensuring that their financial needs are met with precision and care. His extensive expertise in inheritance tax planning, estate planning, and retirement solutions positions him as a trusted advisor in the complex landscape of wealth management.
At Utmost, David is currently leading several key projects aimed at expanding the company's footprint in the UK market. His strategic vision focuses on identifying new market opportunities, particularly within the high net worth sector, where he leverages his extensive network of professional connections across Europe and Switzerland. As a well-respected keynote speaker, David frequently shares his insights on pension transfers and tax planning, helping to educate both clients and industry peers on the nuances of personal finance in an ever-evolving regulatory environment.
David's collaborative leadership style fosters an environment of innovation and teamwork, empowering his colleagues to excel in their roles. His ability to navigate complex financial landscapes, combined with his skills in portfolio management and private banking, allows him to craft tailored solutions that meet the unique needs of expatriates. As he looks ahead, David is excited about the challenges and opportunities that lie ahead at Utmost Wealth Solutions, confident that the company is well-positioned to capitalize on the growing demand for sophisticated wealth management services in the UK and beyond.
Head of Sales UK and Europe (expatriate market) at Utmost Wealth Solutions in February 2020 to April 2025
Head of Region Europe at Old Mutual International in January 2012 to December 2019
Head of Region Europe at Old Mutual Wealth UK in January 2012 to December 2019
Regional Manager Europe at Old Mutual International in January 2006 to January 2012
Regional Development Manager (London and St Albans) at Skandia International in January 2006 to November 2008
Key Account Manager at Canada Life in September 2000 to December 2005
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Liverpool University, BA Hons
Hampton school
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Pensions
Wealth Management
Investments
Strategic Financial Planning
Retirement Planning
Inheritance Tax Planning
Financial Advisory
Portfolio Management
Mutual Funds
Investment Advisory
Investment Strategies
Asset Managment
Wealth
Retirement
Insurance
Financial Services
Life Insurance
Protection
Investment Management
Estate Planning
Finance
Relationship Management
Savings
Alternative Investments
Structured Products
Mortgage Lending
Business Development
Income Protection
Equities
Asset Allocation
Financial Markets
Financial Planners
Trading
Banking
Asset Management
Critical Illness
Private Banking
Wealth Management Services
Financial Risk
Securities
Funding
Bonds
Personal Finance
Fixed Income
Hedge Funds
FX Options
ETFs
Pension Funds
Fixed Annuities
Asset
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Discover more about Utmost Wealth SolutionsWhat is David Matthews email address?
Email David Matthews at [email protected]. This email is the most updated David Matthews's email found in 2026.
What is David Matthews phone number?
David Matthews phone number is 18179375448.
How to contact David Matthews?
To contact David Matthews send an email to [email protected]. If you want to call David Matthews try calling on 18179375448.
What company does David Matthews work for?
David Matthews works for Utmost Wealth Solutions
What is David Matthews's role at Utmost Wealth Solutions?
David Matthews is Head of Sales UK and Europe (expatriate market)
What industry does David Matthews work in?
David Matthews works in the Financial Services industry.
David Matthews Email Addresses
David Matthews Phone Numbers
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