Families & Individuals

We work with individuals, couples, families and extended families to provide wealth management and financial advice

We help families grow their wealth whilst also moving towards a more sustainable future.

Our family-focused financial planning services guide clients towards building and protecting wealth while making a positive impact on the environment and communities. We support families to navigate key financial milestones in their lives and create plans that balance wealth creation with social and planetary impact.

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Our Services

Wealth management and financial advice for families and individuals.

Our team offer extensive experience and specialist accreditations that allow us deliver a wide range of wealth management and financial advice services.

Investments, Including ISA

Helping you identify investments and ISAs that provide financial returns balanced with positive environmental and social outcomes.

Pensions

Retirement plans that focus on investing your money in a way that benefits your own financial future and takes broader impact into consideration.

Protection

Tools designed to safeguard the financial well-being of you and your family in case of unforeseen circumstances – a financial ‘safety net’.

Cashflow Planning

Understanding your income and expenses to make informed financial decisions. We’ll help you to create a roadmap for your money.

Trusts & Estate Planning

Arranging how your assets will be distributed after you pass away to ensure your wishes are followed and your loved ones taken care of.

Planning For Later Life

Preparing yourself financially for retirement and beyond, considering your future needs and wants and taking steps now to ensure future comfort.

The Financial Conduct Authority does not regulate trusts and estate planning. The value of your investment (and any income from them) can go down as well as up and you may not get back the full amount you invested. A pension is a long-term investment not normally accessible until 55 (57 from April 2028). Protection plans typically have no cash in value at any time and cover will cease at the end of term. If premiums stop, then cover will lapse.

When we work with you, we will always...

01

Listen to your circumstances and your needs so we’re recommending a plan that works for you.

02

Tell you exactly what we’re doing at every stage of the process.

03

Give you clear information on all the recommendations and products we recommend.

04

Be open about our fees and the way our business works.

05

Keep in touch with you so that we’re there when things need to change.

06

Let you know when we receive updates or information that we think might impact your finances or your choices.

07

Be available to meet in person, on the phone or online at a time that suits you and your circumstances.

08

Recommend the products that we think are best for you, taken from the whole of the market – not just a few favourite providers.

09

Be honest and straightforward so that your plans are realistic and achievable.

Client Testimonials

“Switchfoot have been superb financial advisors to me and several generations of my family over a number of years. Their limitless patience in explaining complex financial topics and ability to translate our needs into agreed plans is exemplary. Their integrity, commitment to sustainability and ethical investment and charitable activities are shining lights in a 21st century world that seems to have less and less regard for them is admirable.”
Dave F Smith

“Switchfoot have been my financial advisor since 2018. In that time we have coped together with my changing circumstances, including financing an extended and expensive holiday, and investing the income from a traumatic house downsising. Switchfoot have provided clear explanations of complex financial matters with patience and good humour. Their ethical stance chimes with my own views on investment choices and their brilliant handling of my portfolio has been to my complete satisfaction.”
Joan Stephens

“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

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