Business Owners

Salary Planning

Salary Planning

​ Business owners – what’s the best way to pay yourself? At Switchfoot Wealth we receive regular referrals from accountants to produce a ‘personal financial plan’.  We help business owners like you to document your personal financial needs, both now and over your...

Succession Planning

Succession Planning

Should you be succession planning? Your business might be relatively new, but you should still be thinking about succession planning. It’s something that often gets left until the last minute – or isn’t done at all – and that can have a significant impact not just on...

Your Financial Freedom Plan

Your Financial Freedom Plan

Have you got a Financial Freedom plan? When we speak to business owners about their long-term goals, we often hear the words ‘financial freedom’. Whether that’s paying off the mortgage, having enough pension and investments for early retirement, or being able to...

Collaboration: Cash Flow Planning & Business LPAs

Collaboration: Cash Flow Planning & Business LPAs

It can be difficult for healthy clients to imagine being unable to make decisions for themselves. Even clients who are acting as attorneys for parents or are carers often think it won’t happen to me.

But drawing up a Lasting Power of Attorney is fundamental to good financial management and providing clients with the care they’ll need in difficult times. We must persuade clients to put one in place before it’s too late.

Business Recovery Plans

Business Recovery Plans

The following blog was originally published by Voyant in June 2020 as the first lockdown was beginning to be eased.  The original article can be found on the following link https://voyantblog.wordpress.com/2020/06/05/helping-your-clients-with-business-recovery-plans/...

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.