Switchfoot Wealth Limited, Surrey - Financial Planners - Independent Financial Advisors - Charted Financial Planner - Sustainable Retirement Advice - Financial Advice Specialist - Certified B Corp

Switchfoot Wealth Limited

01252 938440

07837 331049


147 Frimley Road
GU15 2PS


Company Profile

Certified B Corporation Financial Planners and Independent Financial Advisers.

Seb is a Chartered Financial Planner with the PFS, Chair of the Society of Trust and Estate Practitioners Surrey Branch (STEP), and Advisory Board Member of the Society of Later Life Advisers (SOLLA) and sit's on the Personal Finance Society's ESG and Sustainable Advice Forum. Seb is a previous winner of the PFS Retirement and Later Advice Specialist of the Year. He is Co-Chair of B Local Surrey.

Our Social and Environmental Activities

We have made huge progress with our operations - installing solar panels, battery storage, ASHP, LED Lighting removing gas from the office and making smart swaps and purchases for our ongoing needs. But our biggest impact, by a country mile, will be the impact of the investments, pensions and savings we recommend.

We build climate conscious financial plans and use Certified B Corp Fund Managers to bring them to life. Our investment portfolios are signed up to Science Based Targets Initiative (SBTi)

For more information please visit our website www.switchfootwealth.co.uk

We are publishing an impact report covering the first 5 years of Switchfoot by the end of April 2023.


Memberships and Certifications

Organisation for Responsible Businesses (ORB). Responsible Business Member