Unique Offer for Business Owners
Build Your Personal Personal Financial Plan
Your business is likely to be the single most important asset in your personal financial plan. How do you ensure that you align your business to your personal needs, goals and aspirations?
At Switchfoot, we believe that you shouldn’t work for your business – rather, your business should work for you!
The first and most important step in ensuring your business is on course to give you financial freedom, now and in the future is to create a personal financial plan.
our focus is you
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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.
benefits of a personal financial plan for business owners:
Paying yourself
Retirement & Pensions
Financial Resilience
.
Mortgage-ability
Succession Planning
.
financial wellbeing
.
Award winning financial planning
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.
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.