Businesses

Financial guidance and services for business owners and their corporate entities

We help business owners and businesses build a foundation of financial strength coupled with environmental and social considerations.

For Business Owners

We take a holistic approach to personal and business financial planning, considering business growth together with your family situation, retirement plans, the legacy your leave behind and the lifestyle you want to lead today. Learn More

For Businesses

We offer financial planning and services for corporate entities, with services including understanding sustainable pension options, financial wellbeing and critical illness protection.

B-Corp or applicant? Explore our Services for B-Corps

Services For Business

Switchfoot Wealth provides financial advice and management services for business clients.

Our team offer extensive experience and specialist accreditations that allow us to deliver a wide range of financial services for businesses.

Workplace Pensions

As an employer of ‘eligible workers’ you have the task of choosing, setting up, and administering a pension scheme on behalf of your team. We’ll help you navigate this important decision.

Workplace pensions are regulated by The Pensions Regulator.

Financial Protection For Owners And Employees

We’ll guide you to set up mechanisms that safeguard the financial well-being of you and your employees in case of unforeseen circumstances – a financial ‘safety net’.

Financial Wellbeing And Education

We empower your team with the knowledge and tools to manage their money effectively and reduce financial stress. We’ll help you create a financially secure and confident workforce.

Client Testimonials

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“I was impressed by how easy, straightforward, hassle free and helpful Switchfoot have been. In particular, your help with the internal communications was particularly valuable."
James MorrisOwner - Trafalgar Marquees

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“We wanted a pension scheme that aligned with our company values and regenerative mission. Switchfoot guided us through the choices, helped us choose the right scheme and then led the implementation process, including a staff presentation. We couldn’t fault the support and service we received.”
Ruth ColemanHead of Finance - House of Hackney

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"The concept of pensions and investments is not everyone's bag, it's one of those things that can always be dealt with tomorrow; Mañana. Switchfoot Wealth has helped me to understand my pensions and investments, brought my affairs into sharper focus and resolved some issues to provide a clearer plan and prepare me for my financial future. Thank you Switchfoot"
Rosemary HedghockDirector - 271 HR Limited

Client Testimonials

”The concept of pensions and investments is not everyone's bag, it's one of those things that can always be dealt with tomorrow; Mañana. Switchfoot Wealth has helped me to understand my pensions and investments, brought my affairs into sharper focus and resolved some issues to provide a clearer plan and prepare me for my financial future. Thank you Switchfoot
Rosemary HedghockDirector, 271 HR Limited

Why Switchfoot?

Independent Advice

Independent advice from highly qualified specialists.

Long-Term Commitment

Long-term commitment to your business success and your personal financial security understanding of what drives entrepreneurs and how to monetise ideas and creativity.

Strategic Experience

Strategic experience gained from working closely with switchfoot accounting limited pro-active support and advice that links your business planning to your personal wealth plans.

Ethical And Sustainable

Ethical and sustainable approach to advice and investment.

Why Switchfoot?

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

Businesses

Financial guidance and services for business owners and their corporate entities

We help business owners and businesses build a foundation of financial strength coupled with environmental and social considerations.

For Business Owners

For Businesses

Switchfoot Wealth provides financial advice and management services for business clients.

Workplace Pensions

Financial Protection For Owners And Employees

Financial Wellbeing And Education

Client Testimonials

Client Testimonials

Why Switchfoot?

Independent Advice

Long-Term Commitment

Strategic Experience

Ethical And Sustainable

Why Switchfoot?

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.

Ready to talk?

If you’re a business owner or representative seeking financial advice and management, get in touch today