Private Clients
Guest Blog – The role of an Eldercare Consltant
Beyond purely financial planning matters, the practicalities of arranging care for a loved one can be overwhelming. Are there services out there that can help with navigating the complex maze of care needs? I caught up with SOLLA affiliate Claire Edwards, founder...
Why make the switch to sustainable investing?
There’s a growing move from both institutional and individual investors towards sustainable investing. Ethical considerations are becoming more important to investors of all types, and with the positive performance of many sustainable funds, these decisions are based...
7 reasons why we’re Transparency Task Force members
7 reasons why we’re Transparency Task Force members You may have seen or heard us talk about working with the Transparency Task Force (TTF). This is important to us as a team because it’s work we do on a voluntary basis and it’s helping to protect vulnerable people...
Introducing the Personal Finance Society
Introducing the Personal Finance Society As we celebrate our founder, Sebastian Elwell, being announced as the winner of the Personal Finance Society’s 2020 award for Retirement and Later Life Specialist of the Year, we thought this would be a great opportunity...
Why choose a financial adviser who is a STEP member?
Why choose a financial adviser who is a STEP member? It can be tricky to choose a financial adviser – particularly if you are working through complex financial arrangements, hold a power of attorney, or are making more complicated plans around inheritance and...
What is SOLLA and why should I look for an adviser who is a member?
Sebastian Elwell – Director of Switchfoot Wealth is Farnham’s only SOLLA Accredited Independent Financial Adviser*, what does this mean and why have we invested in becoming SOLLA Accredited? What is SOLLA and why should I look for an adviser who is a member? SOLLA...
Practicalities of Estate Management
Beyond purely financial planning matters, the practicalities of managing the estate of a deceased loved one can be overwhelming. Are there services out there that can help with sorting and distributing possessions? I caught up with Claire Potter, founder of Blue...
The perils of deliberate deprivation and why a cashflow plan matters
There are many legitimate reasons why people may want to make large gifts: for example, inheritance tax planning, supporting family members or ‘balancing up’ previously unequal gifts to family. When planning gifts, it is important that individuals take advice and document objectives and the effect of the gift, which can help protect them from an accusation of ‘deliberate deprivation’ in the future. Cashflow planning can help in this instance
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