Partnerships
We empower law firms, accountants, consultants and other professionals to navigate the impact of climate change on financial planning, and to support their clients to achieve their goals whilst also building a more sustainable future.
Our sustainable financial planning model provides a toolkit to navigate towards the system change we believe is essential for safeguarding our future. You can explore our resources to learn more.
Want to partner with Switchfoot Wealth? We’d be delighted to discuss opportunities to collaborate.
Who We Help
Families & Individuals
We work with individuals, couples, families and extended families to provide wealth management and financial advice, making sure that they can put the right things in place to secure their future.
Businesses
We offer financial guidance and services for business owners and their corporate entities, including sustainable pensions, financial wellbeing and critical illness protection.
Carers & Attorneys
We offer specialist services for vulnerable clients, working with carers and attorneys to put effective financial plans in place, putting clients’ best interests at heart.
Explore Switchfoot
About Us
Switchfoot Wealth provides sustainable financial guidance and services for individuals and businesses looking for a balanced approach to business growth, wealth creation and a healthy planet.
Sustainable Financial Planning
We have developed a new model of financial planning, one that sets sustainability at its core and asks some tough questions, particularly relating to the climate emergency.
Resources
In our resources section you will find guides, content and opportunities to learn more about our approach to financial planning, sustainability and our role as a B-Corp.
About Us
An ethical, transparent and client-focused practice that aims to bring the latest best practice in financial planning to a wide range of individuals and businesses.
We believe in giving you the very best independent advice, based on an up-to-date knowledge and understanding of the whole market and with a focus on what matters most to you.
- Experienced team holding multiple specialist accreditations
- Certified B-Corporation, ensuring we run our business for good
- Creators of the Sustainable Financial Planning methodology
Learn More About Us
Ready to talk?
We’re passionate about creating professional partnerships, and would love to hear from you
Contact Us Today
