Business Owners
Green Bank, Green Pension?
Green Bank, Green Pension? Kudos to Make My Money Matter (again!) for their ranking of how green UK pension providers are. It’s a welcome insight into the ethics, policies, and intentions of these companies. Similar comparisons of banks have been around for a while,...
Mind the Gap
Mind the Gap “My investments have reduced in value”. In 2022, this has been one of the main reasons that new clients have shared as to why they are now seeking financial advice. No-one relishes seeing red when logging in to see their investments. However, it’s...
Why did Switchfoot Wealth choose to work with Sense Network?
"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...
Retirement and Pensions: Considerations for Business Owners
Retirement and Pensions: Considerations for Business Owners When you run your own business, there’s no grand pension scheme or guaranteed retirement age. Instead, you are completely responsible for your retirement planning, including your pension fund. You may need...
Are You Financially Resilient?
Are you financially resilient? We hear a lot about resilience. It’s one of the key things we’ve credited with getting us – and continuing to get us – through the Covid pandemic, and it’s becoming one of the characteristics that we use to judge our own actions and...
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
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
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...
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.