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 values are based around:
Be part of the solution (not the problem)
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. Everyone at Switchfoot works to be part of the solution, not the problem.
Walk the Talk
We ‘walk the talk’ as advisers. All the strategies or routines we advocate for our clients, we also practise in our firm and we improve our processes based on our shared experience.
Being Collaborative
We are interested in people, your finances are important as they help you achieve things that matter in your life. 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.
Life Long Learning
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. We never stop learning.
Challenge what is ordinary
We challenge the status quo. Just because something has always been done a certain way, doesn’t mean it’s the best way to do it. We look for alternative solutions to problems and systems.
“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 18 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.
Appointed to the Advisory Board of the Society of Later Life Advisers (SOLLA). Sebastian is committed to raising standards in retirement and later life advice.
Sebastian is the PFS Awards 2020/21 Retirement and Later Life Specialist of the Year.
Steve is a member of the London Institute of Banking and Finance (LBIF) as well as being an accredited member of The Society of Later Life Advisers (SOLLA). After over 20 years working in Procurement for large multinational companies, he made the decision in 2021 to pursue his long-held interest in financial services and is currently working towards Chartered status.
Steve, who has lived in the local area for most of his life, resides in Fleet with his wife and daughter. Outside of work, he supports the family dog-care business, enjoys all types of sporting events as well as spending time by the coast.
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
Phone
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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. Principal Office: 147 Frimley Road, Camberley, Surrey, GU15 2PS. 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.