Wealth management for you and your family
Everyone needs reliable financial advice. From investing for your retirement to establishing a trust for your children or making sure you have the cashflow to do the things you want to, a good planner can help you organise your finances so they are working hard for you.
We work with individuals, couples, families and extended families to make sure that you can put the right things in place to secure your future
Our planning covers the full range of financial services, including
Investments, Including isa
Tax-efficient ways to make the most of your money
Practical planning to make sure your choices are always affordable
Helping you to save now for a financially-secure future
Trusts and Estate Planning
Efficient planning to help support the people and causes that matter to you
Taking care of you, your family and your home – in any circumstances
Planning for later life
Getting ahead of the game for retirement and long-term care
When we work with you we will always:
Listen to your circumstances and your needs so we’re recommending a plan that works for you.
Tell you exactly what we’re doing at every stage of the process.
Keep in touch with you so that we’re there when things need to change.
Let you know when we receive updates or information that we think might impact your finances or your choices.
Give you clear information on all the recommendations and products we recommend.
Be open about our fees and the way our business works.
Be available to meet in person, on the phone or online at a time that suits you and your circumstances.
Recommend the products that we think are best for you, taken from the whole of the market – not just a few favourite providers.
Be honest and straightforward so that your plans are realistic and achievable.
Dave F. Smith
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.