Businesses
Financial guidance and services for business owners and their corporate entities
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
”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
Ready to talk?
If you’re a business owner or representative seeking financial advice and management, get in touch today
Contact Us Today
