Wealth management for business owners
is your business delivering your wealth goals?
At the heart of most business growth planning is the success of the business. That seems logical. For us, however, the heart of financial planning should always be you – the business owner.
That’s why our holistic approach to personal and business financial planning starts with you. Your family, your retirement plans, the legacy you want to leave behind and the lifestyle you want to lead today.
our focus is you
help to reach your goals
We believe that your financial plan should underpin all the business and personal decisions you make, helping you to plan ahead, using the milestones and goals that you have identified as being most important to you.
We work alongside accountants and professional advisers to build strategies that help to create a strong and effective business that is aligned with those goals.
Director, 271 HR Limited
Switchfoot Wealth utilises modern technology to explain in simple terms complex planning issues, helping clients of all abilities to understand their financial position and the potential impact of their decisions. Their financial planning portal enables real time updates to clients’ finances so they can instantly check their overall position and attorneys can keep a close eye on the donor’s expenditure.
Switchfoot Wealth is an essential partner for any attorney or Deputy to ensure they comply with their duties and act in the very best interests of the vulnerable individual.”
Stewart Stretton-Hill TEP
Independent advice from highly qualified specialists
Strategic experience gained from working closely with switchfoot accounting limited pro-active support and advice that links your business planning to your personal wealth plans
Long-term commitment to your business success and your personal financial security understanding of what drives entrepreneurs and how to monetise ideas and creativity
Ethical and sustainable approach to advice and investment
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.