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)
Life Long Learning
Being Technology Smart
“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
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.
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.
Liam comes from Southampton and has a degree in International Relations at the University of Sussex. Initially working for Vodafone on its corporate graduate programme, Liam most recently worked for RM Education as part of a team building its core online safety platform, organising product updates and managing product development. Liam decided to make the career change to financial advice because of his own experiences with financial advice since leaving university. He joined Switchfoot Wealth in June 21, because he wanted to train with a reputable and experienced firm.
“Switchfoot’s philosophy of protecting the planet, sustainable investing and working towards B Corp status attracted me – as did its dedication to people development. Seb’s achievements, such as PFS adviser of the year, SOLLA accreditation and board membership and STEP qualification makes him a fantastic mentor as I start my career.”
In his spare time, Liam is looking forward to getting back in the air as soon as possible so he can add more flying hours to his pilot’s licence!
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.
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.