Carers & Attorneys
We help ensure vulnerable clients are properly financially protected
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
“I've been a customer with Switchfoot for many years now. Not only have they helped me with my finances but were a huge help when I was managing my late Mother's. It's with their help that I find myself in decent financial position today.”
Private Client
“Switchfoot have always been very helpful and answered any questions that I had. We got to the result that I wanted and would recommend the company to anyone who needs financial advice.”
Private Client
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
Contact Us Today
