Business Details
Ethical Financial Planning Services in Camberley
Established to redefine financial planning for the 21st century, Switchfoot Wealth combines ethical principles with cutting-edge expertise to deliver sustainable financial solutions. Our practice is built on a commitment to transparency, lifelong learning, and challenging industry norms, ensuring clients receive advice aligned with both their personal goals and global sustainability. As pioneers of the Sustainable Financial Planning methodology, we address systemic flaws in traditional financial practices while prioritising client needs.Certified as a B Corporation, we uphold rigorous environmental and social governance standards, reflecting our vision of business as a force for good. With specialist accreditations including SOLLA and STEP diplomas, our team brings decades of combined experience in wealth management, pensions, and supporting vulnerable clients. We collaborate closely with individuals, businesses, and professional partners to create tailored strategies that balance financial growth with planetary and societal well-being.
Services
Sustainable Financial Planning
Wealth Management
Pension Planning
Financial Wellbeing Services
Critical Illness Protection
Highlights and features
- We are a Certified B Corporation committed to ethical financial practices
- Our Sustainable Financial Planning methodology addresses climate emergency challenges
- Specialists in supporting vulnerable clients with SOLLA accreditation
- Founder Sebastian Elwell holds STEP diploma in Advising Vulnerable Clients
- Collaborative approach prioritises client needs through transparent communication
Associations and certifications
- B Corporation
- SOLLA
- STEP
What people say
Helped with finances
Superb financial advisors
Ethical investment
Exemplary integrity
Clear financial plans
Services
Sustainable Financial Planning
Our Sustainable Financial Planning service integrates environmental, social, and governance (ESG) factors into wealth management strategies. Designed for clients seeking responsible investment options, this service ensures financial growth aligns with planetary boundaries and social equity principles. We help individuals and businesses transition to climate-resilient portfolios while maintaining competitive returns.
Wealth Management
Tailored wealth management solutions focus on long-term financial security through diversified investment strategies. We work with clients to optimise asset allocation, tax efficiency, and intergenerational wealth transfer while maintaining strict adherence to ethical investment criteria and sustainability goals.
Pension Planning
Specialist pension planning services cater to individuals and businesses seeking sustainable retirement solutions. We offer expert guidance on workplace pensions, self-invested personal pensions (SIPPs), and retirement income strategies that incorporate ESG principles and climate risk considerations.
Financial Wellbeing Services
Designed for businesses, our financial wellbeing services enhance employee welfare through sustainable financial education and support programs. We help organisations implement pension schemes, debt management resources, and financial literacy initiatives that align with corporate social responsibility objectives.
Critical Illness Protection
Our critical illness protection service provides financial security against major health events while maintaining ethical investment standards. We help clients select policies that offer comprehensive coverage through insurers committed to sustainable practices and social responsibility.
People
Sebastian Elwell
Founder
Chartered financial planner with 18+ years' experience, holding STEP diploma in Advising Vulnerable Clients. Fellow of the Personal Finance Society and SOLLA-accredited specialist. PFS Awards 2020/21 Retirement and Later Life Specialist of the Year.
Steve Day
Financial Adviser
Former procurement professional transitioning to financial services. SOLLA-accredited adviser with focus on later life planning. Pursuing Chartered status while supporting local community initiatives in Fleet, Surrey.
Questions
What makes Switchfoot Wealth different from other financial advisers?
We specialise in sustainable financial planning that considers environmental and social impacts alongside financial returns. As a Certified B Corporation, we maintain higher standards of transparency and ethical practice.
Are you qualified to handle complex financial situations?
Our team holds advanced qualifications including STEP diplomas and SOLLA accreditation. We have extensive experience managing complex estates, vulnerable client needs, and intergenerational wealth transfer.
Do you work with businesses as well as individuals?
Yes, we provide financial wellbeing services and sustainable pension solutions for businesses and B-Corps, helping organisations align their financial practices with their values.
How do you incorporate sustainability into financial planning?
Our Sustainable Financial Planning methodology systematically integrates ESG factors into investment decisions, pension planning, and wealth management strategies to create long-term value for clients and society.
What support exists for vulnerable clients?
We have specialist accreditations through SOLLA and STEP to advise vulnerable clients and their carers, with expertise in Lasting Powers of Attorney and later life financial planning.
How can I verify your regulatory status?
We are registered with the Financial Conduct Authority (reference 808196) and operate as an appointed representative of Sense Network Limited, both regulated entities.
