About Us
We believe in giving you the very best independent advice, based on an up-to-date knowledge and understanding of the whole market, and with a focus on what matters most to you.
Our core values are based around:
Being Ethical
In both the advice we give, the way we run our business and the partners we work with, we will always work ethically, sustainably and with excellent governance.
Being Independent
It’s important that we give you independent advice. We’re not tied to any financial providers and we work across the whole of the market to find the right provider for your particular needs. We’re clear about fees and commissions so that you always know exactly where you stand.
Being Collaborative
Your finances are important. You want to understand how best to plan for today and for the future, and you want to be able to make changes, do things differently or plan further ahead when you’re ready. By working with you, rather than telling you what to do, we can get your planning right and work together as your needs change to make sure you’re always confident about your financial plans.
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Being Qualified
Qualifications give our clients confidence in our abilities, and they also help us to give the best advice with the benefit of all the technical knowledge we need. We have invested time and money in making sure we are highly qualified and that we keep our knowledge updated with professional development.
Being Technology Smart
We believe in the power of technology and how we can use it to help you plan better, keep track of your investments better, provide information for your family in times of need and help you access advice remotely if that’s an easier way for you to work.
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“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 Elwell
Our People
Sebastian Elwell is a member of the Chartered Insurance Institute (CII) and a fellow of the Personal Finance Society (PFS). He is a Full Member of the Society of Trustee and Estate Practitioners (STEP) and is one of only a few financial planners in the UK to achieve the STEP diploma in Advising Vulnerable Clients. He is also an accredited member of The Society of Later Life Advisers (SOLLA). Sebastian has over 15 years’ experience in the financial services industry and is among the most highly qualified independent financial advisers in the country.
Appointed as an ambassador for The Transparency Taskforce, Sebastian is leading a group of professionals investigating ways to improve the transparency and oversight of Lasting Powers of Attorney documents.
Sebastian is the PFS Awards 2020/21 Retirement and Later Life Specialist of the Year.
Sue Sheppard is an experienced Executive/Personal Assistant. She works with small businesses to take on day-to-day administration tasks, allowing business owners to focus their energy on what they do best; run their business. The office-based skills she has built on over the years have been gathered by working in diverse business sectors from a lettings agency to the tyre industry, and from publishing to computer software businesses. For the last 22 years Sue has worked as Executive Assistant to a leading lawyer and consultant who specialises in training practitioners in Wills, Probate, Trusts, Tax and Elderly Client matters.
Contact
Contact Us
SwitchFoot Wealth Limited is able to advise on:
- Life Insurance/Protection
- Investment Advice
- Pensions and Retirement Planning
- Corporate Financial Advice
- Estate Planning*
*The Financial Conduct Authority does not regulate estate planning
info@switchfootwealth.co.uk
Phone
01252 938440
We take your privacy seriously. Personal information submitted to us with this form will be treated in accordance with the Data Protection Act 2018 and General Data Protection Regulations ‘GDPR’. By submitting this enquiry form you expressly consent to be contacted without prior notice or arrangement by using the contact details you have provided on the form. For further information on how we treat your personal information, please view our Privacy Notice.
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.
Registered Address: 28 Upper Hale Road, Farnham, Surrey, GU9 0NS. Registered in England & Wales No.: 11220173.
The information contained within this website is subject to the UK regulatory regime and therefore restricted to consumers based in the UK.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services business aren’t able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk.