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.

Liam joined the Switchfoot team in 2021 following his decision to change career from product development to follow his passion of financial planning. Liam spent his first year training with Sebastian and has progressed to become a financial planner. Liam has also been a core part of the firm becoming a certified B-Corporation, and takes pride in this achievement.

“In less than a year we have become a Certified B Corporation which means that we have a legal obligation to balance the needs of clients and staff, the environment and performance. As such, our core values are clear, transparent and are on a good-for-all basis, something which is very important and relevant to financial services”

Liam is working towards becoming a chartered financial planner and thus an expert in his field. Liam lives in Fair Oak with his partner and outside of work enjoys walking & exploring, reading and is in the process of revalidating his private pilot’s license.

After over 20 years working in Procurement for large multinational companies, Steve made the decision in 2021 to pursue his long held interest in financial services.

“I’ve always been passionate about personal finance and wanted to find a role that enables me to work closely with people to help them to achieve their life goals.  As a Certified B Corporation demonstrating a clear focus on sustainability as well as clients with vulnerabilities, Switchfoot is the obvious place to achieve this.”  

Having qualified with his Diploma in Financial Advice (DipFA), Steve is now undertaking further study to develop specific expertise within the areas of long-term care and later life planning.

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.