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.

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
Meet our team
Accredited wealth planning experts





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.
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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. Principle 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.