Professional Fiduciary
Webinar for home care providers
We welcome SOLLA Affiliate member Claire Edwards of Claire Edwards Eldercare for a presentation designed for home care providers. We discuss the benefits of SOLLA and being a SOLLA Affiliate and also discuss how to support people with continuing health care funding...
Mind the Gap
Mind the Gap “My investments have reduced in value”. In 2022, this has been one of the main reasons that new clients have shared as to why they are now seeking financial advice. No-one relishes seeing red when logging in to see their investments. However, it’s...
Caring for the Carers
If the health and well-being of the carer deteriorates, then what happens to be person being cared for?
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...
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.
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