Professional Fiduciary
A guide to investment strategies
There’s never a ‘one size fits all’ investment strategy. They way you plan your savings and investments depends on several factors,
Helping solicitors and deputies manage complex financial arrangements
If you have been appointed as an attorney or a deputy, you have a duty of care to manage your client’s financial arrangements to the benefit of either the client themselves or the beneficiaries of any trust, depending on circumstances.
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...
Financial Planning for Trusts – Should beneficiaries be insured?
If you’re involved in making investment decisions of any type – as a trustee, an attorney or professional deputy, it’s very important to take the widest possible view in order to feel confident you are making informed decisions.
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 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.