News & Resources
Guest Blog – The role of an Eldercare Consltant
Beyond purely financial planning matters, the practicalities of arranging care for a loved one can be overwhelming. Are there services out there that can help with navigating the complex maze of care needs? I caught up with SOLLA affiliate Claire Edwards, founder...
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...
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...
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