Carers & Attorneys

We help ensure vulnerable clients are properly financially protected

Switchfoot wealth works closely with carers and attorneys to help them give the best possible financial advice to their clients.

With our STEP qualifications and accredited membership of The Society of Later Life Advisers (SOLLA), we are ideally placed to work alongside you to make sure that the finances of your vulnerable clients are properly protected and to assist in complex financial planning areas.

Why Switchfoot?

Independent Advice

Independent advice from highly qualified specialists.

STEP and SOLLA Leadership

Our team are leading figures within STEP (Sebastian is Chair of the Surrey branch) and SOLLA (Steve is a regional coordinator and Sebastian on the advisory board.)

Wide-Ranging Experience

We’ve worked with clients facing a wide range of critical life events and those in later life.

Ethical And Sustainable

Ethical and sustainable approach to advice and investment.

Client Testimonials

”I have worked with Switchfoot Wealth for over 6 years to advise and assist a range of clients from those with catastrophic injuries, to individuals in later life with significant capital assets. Switchfoot have a natural understanding of the needs and best interests of vulnerable clients. They are an essential partner for any attorney or deputy to ensure they comply with their duties and act in the very best interests of the vulnerable individual.
Stewart Stretton-Hill TEPSenior Associate, Irwin Mitchell

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?

If you’re a carer or attorney assisting a vulnerable client, contact us to discuss your requirements

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 (register.fca.org.uk) under reference number 808196.

Registered Address: 28 Upper Hale Road, Farnham, Surrey, GU9 0NS. Principal Office: 147 Frimley Road, Camberley, Surrey, GU15 2PS. 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 financial-ombudsman.org.uk/make-complaint

Visit our partner business switchfootaccounting.co.uk for accounting, tax and lifestyle planning

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