Financial Planning For Small Business Owners
We provide wealth management and financial planning advice for small business owners
Switchfoot Wealth helps small business owners build their own financial plans. Based in Surrey, Switchfoot Wealth provides financial plans that consider your business setup, family situation, retirement plans, the legacy you’re leaving behind and the lifestyle you want to lead today.
We are an accredited B-Corp, with a focus on ethics and sustainability. Our service is always transparent and client-focused, supporting you to achieve financial goals while acting in alignment with your values.
In partnership with Switchfoot Accounting
Our partners Switchfoot Accounting provide accounting, tax and lifestyle planning for an unwavering business and a good life. Learn More
Our Services
Wealth management and financial planning advice for small business owners
We’re specialists in supporting small business owners with financial advice services, enabling you to achieve both business and lifestyle goals
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.
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.
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
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 including small business owners.
We believe in giving small business owners 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 business owner seeking financial planning support, get in touch today
Contact Us Today
