News & Resources
Helping solicitors and deputies manage complex financial arrangements
If you have been appointed as an attorney or a deputy, you have a duty of care to manage your client’s financial arrangements to the benefit of either the client themselves or the beneficiaries of any trust, depending on circumstances.
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...
PFS Awards
The Personal Finance Society Awards The PFS asked me to create a short blog and video about the PFS awards. Here are my top tips for awards entries. Original blog can be found on the PFS site here. If you are interested in joining us on our mission please...
Financial Planning for Trusts – Should beneficiaries be insured?
If you’re involved in making investment decisions of any type – as a trustee, an attorney or professional deputy, it’s very important to take the widest possible view in order to feel confident you are making informed decisions.
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...
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.
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 *Please note the value of your investments (and any income from them) can go down as well as up and you may not get back the full amount you invested
info@switchfootwealth.co.uk
Phone
01252 938440
01252 751444
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.