Independent financial advice 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. Independent financial advice for you and your business. We start with your personal and family financial planning and then see how we can make sure your business is working hard to help you achieve those lifestyle goals.
Independent financial advice for attorneys, CoP Deputies and trustees. We are ideally placed to work alongside legal advisers to make sure that the finances of your vulnerable clients are properly protected, and to assist in areas of complex financial planning. Trusting your finances - or the finances of someone you're responsible for - to a third party can be a daunting business.
Independent financial advice for attorneys, CoP Deputies and trustees. We are ideally placed to work alongside legal advisers to make sure that the finances of your vulnerable clients are properly protected, and to assist in areas of complex financial planning. Trusting your finances - or the finances of someone you're responsible for - to a third party can be a daunting business.
Services
About Us
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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. In both the advice we give, the way we run our business and the partners we work with, we will always work ethically, sustainably and with excellent governance.
Private Clients
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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. The Financial Conduct Authority does not regulate estate planning.
NSL-Clients
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If you have suffered from poor financial advice, or an outright scam or fraud in the past then it's important you take action to repair your financial plan. Many victims of financial mis-selling find themselves left with unsuitable, inappropriate or expensive financial products.
Switchfoot Wealth Limited can help you repair your financial future by ensuring that you receive trustworthy high quality independent financial advice, putting you back on course for retirement.Victims of Parkland's Wealth have been exposed to a range of different pensions and investments, many of these are inappropriate, high risk, illiquid and or highly charged.
Switchfoot Wealth Limited can help you repair your financial future by ensuring that you receive trustworthy high quality independent financial advice, putting you back on course for retirement.Victims of Parkland's Wealth have been exposed to a range of different pensions and investments, many of these are inappropriate, high risk, illiquid and or highly charged.
Business owners
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At the heart of most business growth planning is the success of the business. That seems logical. For us, however, the heart of financial planning should always be you - the business owner. That's why our holistic approach to personal and business financial planning starts with you. Your family, your retirement plans, the legacy you want to leave behind and the lifestyle you want to lead today.
Personal Financial Plan
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Your business is likely to be the single most important asset in your personal financial plan. How do you ensure that you align your business to your personal needs, goals and aspirations? At Switchfoot, we believe that you shouldn't work for your business - rather, your business should work for you!
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