Repair Your Financial Plan
If you have suffered from poor financial advice, or an outright scam or fraud in the past then it’s important you take action to repair your financial plan. Many victims of financial mis-selling find themselves left with unsuitable, inappropriate or expensive financial products.
Switchfoot Wealth Limited can help you repair your financial future by ensuring that you receive trustworthy high quality independent financial advice, putting you back on course for retirement.
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Victims of Parkland’s Wealth have been exposed to a range of different pensions and investments, many of these are inappropriate, high risk, illiquid and or highly charged. It is important that you understand the pensions and investments that you have and if you need to take any urgent action to protect your financial position.
Our free, no obligation, personalised, triage report will help you assess your existing products and highlight if there is any need for action. The report will also include a detailed ‘due-diligence’ document on Switchfoot Wealth.
Your Advice Journey
If you choose to work with Switchfoot Wealth then we will need to collect sufficient of information about you to ensure that our recommendations are in YOUR best interest. We’ve worked hard to make the process as easy as possible and (with your permission) we will collaborate with New South Law Limited to avoid duplicating work where possible. The typical advice journey you can expect will be as follows:
Order a Free Triage Report
You can expect questions about: your income and expenditure, savings, investments, property and pensions. We’ll also ask you about any loans, mortgages, credit cards or other debts and insurance products and life cover. It will also be useful for us to know about any specific plans you have already made for the future.
The initial meeting is free with no obligation to proceed. Our meeting will cover the following:
- Our service and charges
- Complete ‘fact find’ questionnaire so we have all the information we need to help you
- Assess your attitude to risk and capacity for loss
- Discuss your financial plan
- Understand your options
- answer any questions you may have
We will agree what level of ongoing service you require from us (if any) and make sure we keep in regular contact with you so that you are confident in your products and in our support.
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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. 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.