Business Owners
Why make the switch to sustainable investing?
There’s a growing move from both institutional and individual investors towards sustainable investing. Ethical considerations are becoming more important to investors of all types, and with the positive performance of many sustainable funds, these decisions are based...
Why choose a financial adviser who is a STEP member?
Why choose a financial adviser who is a STEP member? It can be tricky to choose a financial adviser – particularly if you are working through complex financial arrangements, hold a power of attorney, or are making more complicated plans around inheritance and...
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.
What is a financial plan and why business owners need one
A personal financial plan is the foundation from which you build your business plan. Business owners need to know what they must achieve from their business to deliver the lifestyle they are seeking.
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. Principal Office: 147 Frimley Road, Camberley, Surrey, GU15 2PS. Registered in England & Wales No.: 11220173.
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