Families & Individuals
We work with individuals, couples, families and extended families to provide wealth management and financial advice, making sure that you can put the right things in place for a future-fit, long-term plan.
A Future Worth Planning For
Switchfoot Wealth provides sustainable financial planning for individuals and businesses looking for a long-term plan in a changing climate.
Who We Help
Businesses & B-Corps
We provide financial planning and services for business owners and their businesses, including more sustainable pensions, financial wellbeing and critical illness protection.
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Carers & Attorneys
We offer specialist services for clients in vulnerable circumstances, working with carers and attorneys to plan and implement effective financial plans that put clients’ best interests at heart.
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Professional Partners
We’re a trusted advisor for professional firms shaping a more sustainable future. We empower partners to navigate financial planning with consideration of their impact on planet and people.
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Why Switchfoot?
An ethical, transparent and client-focused financial planning practice
Founded by Sebastian Elwell FPFS TEP, Switchfoot Wealth aims to bring the latest best practice in financial planning to a wide range of individuals, businesses and professional services.
We’re A Certified B-Corp
Switchfoot Wealth is a Certified B Corporation. We envision a global economy that uses business as a force for good.
About Switchfoot Wealth
We aim to bring the latest best practice in financial planning and sustainability to a wide range of individuals, businesses and professional partners. Our mission is to make sustainable financial planning the default.
Sustainable Financial Planning
We have developed a new model of financial planning, one that sets sustainability at its core. We are using this new model to transform our client conversations and advice processes. We also want to change our industry.
Our Impact Reports
We produce comprehensive reports on the impact we are making and our progress towards achieving our mission of making sustainable financial planning the default.
Client Testimonials
“I've been a customer with Switchfoot for many years now. Not only have they helped me with my finances but were a huge help when I was managing my late Mother's. It's with their help that I find myself in decent financial position today.”
Private Client
“Switchfoot have always been very helpful and answered any questions that I had. We got to the result that I wanted and would recommend the company to anyone who needs financial advice.”
Private Client
“Switchfoot have been superb financial advisors to me and several generations of my family over a number of years. Their limitless patience in explaining complex financial topics and ability to translate our needs into agreed plans is exemplary. Their integrity, commitment to sustainability and ethical investment and charitable activities are shining lights in a 21st century world that seems to have less and less regard for them is admirable.”
Dave F Smith
“The concept of pensions and investments is not everyone's bag, it's one of those things that can always be dealt with tomorrow; Mañana. Switchfoot Wealth has helped me to understand my pensions and investments, brought my affairs into sharper focus and resolved some issues to provide a clearer plan and prepare me for my financial future. Thank you Switchfoot.”
Rosemary HedghockDirector, 271 HR Limited
Ready to talk?
We’ll be glad to discuss your requirements and share more of how Switchfoot Wealth can support you
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