Switchfoot Wealth is a Good Egg Financial Adviser

We're 1 of only 4 financial advisers listed as a Good Egg by Good With Money, recognising our ethical financial advice services and positive impact

Switchfoot Wealth has been awarded the Good Egg mark from Good With Money.

The mark is the only accreditation in the UK designed to make it easier for consumers to find financial providers that use finance to benefit people and planet, as well as offering a good deal for their pockets. We are 1 of only 4 Good Egg financial advisers in the UK, scoring “high positive impact” overall.

Find out more at good-with-money.com

Learn about “Good Egg” at goodegg.good-with-money.com

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Why Is Switchfoot Wealth A “Good Egg”?

“This is a positive, small company that seems well set up and with its heart in the right place”

The Good Egg accreditation recognises Switchfoot Wealth’s work showing clients the environmental and social impact of their money. In our Good Egg assessment, Switchfoot Wealth scored “high positive impact” overall. The panellists particularly praised our commitment to making sustainable financial planning the default, and noted we were “eminently suitable for a Good Egg award.”

Switchfoot Wealth is also a certified B Corp – a growing group of future-focused companies that make up a global movement of people using business as a force for good.

“We’re delighted to have become a “Good Egg!” This external validation of our practices and mission to make sustainable finance the default, complements well with being B Corp certified. We look forward to the opportunities it presents to spread the word regarding sustainable financial planning.”

Steven Day, Independent Financial Adviser at Switchfoot Wealth

Our Services

Ethical wealth management and financial advice for families and individuals.

In addition to our Good Egg status, our team offer extensive experience and specialist accreditations that allow us deliver a wide range of wealth management and financial advice services.

Investments, Including ISA

Helping you identify investments and ISAs that provide financial returns balanced with positive environmental and social outcomes.

Pensions

Retirement plans that focus on investing your money in a way that benefits your own financial future and takes broader impact into consideration.

Protection

Tools designed to safeguard the financial well-being of you and your family in case of unforeseen circumstances – a financial ‘safety net’.

Cashflow Planning

Understanding your income and expenses to make informed financial decisions. We’ll help you to create a roadmap for your money.

Trusts & Estate Planning

Arranging how your assets will be distributed after you pass away to ensure your wishes are followed and your loved ones taken care of.

Planning For Later Life

Preparing yourself financially for retirement and beyond, considering your future needs and wants and taking steps now to ensure future comfort.

The Financial Conduct Authority does not regulate trusts and estate planning. The value of your investment (and any income from them) can go down as well as up and you may not get back the full amount you invested. A pension is a long-term investment not normally accessible until 55 (57 from April 2028). Protection plans typically have no cash in value at any time and cover will cease at the end of term. If premiums stop, then cover will lapse.

Client Testimonials

“Switchfoot have been superb financial advisors to me and several generations of my family over a number of years. Their limitless patience in explaining complex financial topics and ability to translate our needs into agreed plans is exemplary. Their integrity, commitment to sustainability and ethical investment and charitable activities are shining lights in a 21st century world that seems to have less and less regard for them is admirable.”
Dave F Smith

“Switchfoot have been my financial advisor since 2018. In that time we have coped together with my changing circumstances, including financing an extended and expensive holiday, and investing the income from a traumatic house downsising. Switchfoot have provided clear explanations of complex financial matters with patience and good humour. Their ethical stance chimes with my own views on investment choices and their brilliant handling of my portfolio has been to my complete satisfaction.”
Joan Stephens