Private Clients
Why did Switchfoot Wealth choose to work with Sense Network?
"I started Switchfoot Wealth to offer financial planning that matches the way we live and work today. Using the best technology and offering expertise gained through both formal qualifications and years of working closely with clients, we are bringing financial...
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...
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.