Looking for an ethical financial advisor?
Grow Your Wealth While Doing Good
Switchfoot Wealth is here to help you manage your money in a way that aligns with your ethical values.
Get Your Free Consultation
At Switchfoot Wealth, we believe that your investments should reflect your values. We specialise in sustainable and ethical financial planning, helping you build a secure financial future while making a positive impact in the world.
Build a financial plan that balances your goals with broader impact
Understand the implications of investments for future generations
Achieve a more sustainable future for people and planetary good
Our Services
We put ethics and sustainability at the core of our financial advice services to clients.
Understand Your Situation
Together we will explore your situation and map out the lifestyle and impact goals that will shape your plans.
Identify Best Fit Opportunities
We’ll suggest investment opportunities that align with your values and your financial objectives.
Secure Your Financial Future
Our experienced advisors can support you to make informed decisions about your financial future.
Our Credentials
We are one the UK’s top ethical financial advisers. Switchfoot Wealth is a certified B Corp and holds a ‘Good Egg’ award from Good With Money.
Client Testimonials
Since 2018 we’ve supported over 200 clients with ethical financial advice, achieving high levels of client satisfaction
”I’ve been a client for many years. It's with Switchfoot’s help that I find myself in decent financial position today.
”We got to the result that I wanted and would recommend Switchfoot to anyone who needs financial advice.
”Extremely helpful and pain-free, I would highly recommend Switchfoot Wealth.
How We Work
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1 – Free consultation
Start by booking a call with us today to arrange a free initial consultation
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2 – No upfront obligation
If you choose to go ahead with our service, there is no upfront obligation
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3 – Regular consultations
As we work together, we will set out clear plans and communicate regularly
We Can Help With
- Trust and estate planning
- Investments
- Pensions
- Protection
- Long-term care funding
- Ongoing reviews
- Sustainability reviews
The Financial Conduct Authority does not regulate trusts and estate planning. The value of your investment (and any income from them) can go down as well as up and you may not get back the full amount you invested. A pension is a long-term investment not normally accessible until 55 (57 from April 2028). Protection plans typically have no cash in value at any time and cover will cease at the end of term. If premiums stop, then cover will lapse.
FAQs
What can Switchfoot help me with?
We can help you with trust and estate planning, investments, pensions, protection, long-term care funding, ongoing reviews and sustainability reviews. Start with our free initial consultation and we’ll explain your options.
What does your B Corp accreditation mean?
Businesses like Switchfoot Wealth who hold a B Corp accreditation are held to the highest standards of ethics. We believe that business should be a force for good. Click here to find out more about our impact.
How do you know my money is doing good?
Choosing investments and pensions that align with your values is one of the most powerful positive steps you can take for people and planet. But finding the right ones – and interpreting the investment jargon – can be complicated. We’re here to help you make informed decisions that best align with your values.
What is sustainable financial planning?
Switchfoot follows a methodology we call Sustainable Financial Planning. This sets sustainability at its core and asks some tough questions, particularly relating to the climate emergency. We are using this new model to transform our client conversations and advice processes. Find out more here.
Who will my financial adviser be?
Once you’ve had an initial consultation – book yours here, free – we’ll recommend an adviser who will best fit your requirements. All our advisers are highly qualified and experienced at providing services for a broad range of clients.
