We spoke to our latest recruit, Liam Clarke, about what attracted him to financial planning, why he chose Switchfoot Wealth, and what he’s enjoying most so far!
October 17, 2020
Beyond purely financial planning matters, the practicalities of managing the estate of a deceased loved one can be overwhelming. Are there services out there that can help with sorting and distributing possessions? I caught up with Claire Potter, founder of Blue Door Bespoke to discuss her service. Claire kindly agreed to provide the following guest blog.
I started Switchfoot Wealth to offer financial planning that matches the way we live and work today. Using the best technology and offering expertise gained through both formal qualifications and years of working closely with clients, we are bringing financial planning into the 21st century, helping people, businesses and professional advisers make the most of their time and their money.
– Sebastian Ewell
Switchfoot Wealth Founder
Read more about Switchfoot Wealth
If you have been appointed as an attorney or a deputy, you have a duty of care to manage your client’s financial arrangements to the benefit of either the client themselves or the beneficiaries of any trust, depending on circumstances.
"I started Switchfoot Wealth to offer financial planning that matches the way we live and work today. Using the best technology and offering expertise gained through both formal qualifications and years of working closely with clients, we are bringing financial...
SwitchFoot Wealth Limited is an appointed representative of Sense Network Limited which is authorised and regulated by the Financial Conduct Authority. SwitchFoot Wealth Limited is entered on the Financial Services register (www.fca.org.uk/register) under reference number 808196.
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