News & Resources
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...
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...
7 reasons why we’re Transparency Task Force members
7 reasons why we’re Transparency Task Force members You may have seen or heard us talk about working with the Transparency Task Force (TTF). This is important to us as a team because it’s work we do on a voluntary basis and it’s helping to protect vulnerable people...
Introducing the Personal Finance Society
Introducing the Personal Finance Society As we celebrate our founder, Sebastian Elwell, being announced as the winner of the Personal Finance Society’s 2020 award for Retirement and Later Life Specialist of the Year, we thought this would be a great opportunity...
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...
What is SOLLA and why should I look for an adviser who is a member?
Sebastian Elwell – Director of Switchfoot Wealth is Farnham’s only SOLLA Accredited Independent Financial Adviser*, what does this mean and why have we invested in becoming SOLLA Accredited? What is SOLLA and why should I look for an adviser who is a member? SOLLA...
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.
Contact
Contact Us
SwitchFoot Wealth Limited is able to advise on:
- Life Insurance/Protection
- Investment Advice
- Pensions and Retirement Planning
- Corporate Financial Advice
- Estate Planning*
*The Financial Conduct Authority does not regulate estate planning
info@switchfootwealth.co.uk
Phone
01252 938440
We take your privacy seriously. Personal information submitted to us with this form will be treated in accordance with the Data Protection Act 2018 and General Data Protection Regulations ‘GDPR’. By submitting this enquiry form you expressly consent to be contacted without prior notice or arrangement by using the contact details you have provided on the form. For further information on how we treat your personal information, please view our Privacy Notice.