Switchfoot Wealth - Working to make sustainable financial planning the default. #SwitchfootWealth #BCORP @sebelwell
Camberley, South East
Joined March 2018
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It's Thurs 23rd of B Corp Month. When B Corps around the world share what it means to 'B Certified'
As part of B Corp Month celebrations, Seb was interviewed by Aspiring B-Corp 'Financial Planner Life' Podcast
lnkd.in/efquu2jf
#wegobeyond #bcm2023 #financialplanning
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The STEP Surrey Branch committee's next meeting is on 18 May at 3pm in Guildford.
Alex Cooper from the Commonwealth Climate & Law Initiative will be delivering a lecture on fiduciary responsibilities and climate change.
The meeting is open to both STEP members and non-members
ALT https://www.eventbrite.co.uk/e/step-surrey-branch-meeting-agm-tickets-618838852667
Switchfoot Wealth Limited retweeted
We are delighted to welcome @SwitchfootWlth as our latest #ORBMember. #responsiblewealthplanning is such an important subject.
Do you know what your saving, investments are financing?
Welcome@SwitchfootWlth to #ORBMember circle! A purpose-driven certified B Corporation, that believes in creating benefits for all stakeholders, doing no harm, responsible wealth planning theresponsiblebusinessdirect…… #financialplanning #responsiblewealthplanning #responsiblebusiness
Switchfoot Wealth Limited retweeted
Welcome @SwitchfootWlth to #ORBMember circle! A purpose-driven certified B Corporation, that believes in creating benefits for all stakeholders, doing no harm, responsible wealth planning
theresponsiblebusinessdirect…
#financialplanning #responsiblewealthplanning #responsiblebusiness
They say money talks...
Today is Friday the 3rd of B Corp month. During B Corp month we join a global community of companies using business as a force for good.
When we talk to clients about investments (they go down and up... not necessarily in that order etc.) we cover all o
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Working with a new client & the result of our financial review was a drop in carbon emissions associated with their holdings of 21 tonnes per annum. This is equivalent to the emissions from around 3 UK households. (Scope 1 and 2 only)
#investing #carbonemissions #carbonfootprint
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Have your investments seen a drop in value during 2022?
switchfootwealth.co.uk/mind-…
#Gap #investments #Sustainability
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Switchfoot Wealth Limited retweeted
Last call for Monday's Sustainable Business Network event featuring a great panel of speakers to help cut your business' #energybills
Join us at ZERO, with a chance to chat to @LoCASE_Biz on how you could get £20k for #sustainability plans! 🤯 #Guildford
zerocarbonguildford.org/even…
ALT Flier for Sustainable Business Network event focused on lowering energy bills, at ZERO in Guildford Monday 14th Nov
Switchfoot Wealth Limited retweeted
Webinar: Paying for Care - Legal & financial issues
Paying for care is one of the largest financial commitments in your life. For self funders it is crucial to understand your options.
30 November 2021, 12:30pm
eventbrite.co.uk/e/paying-fo… @Switchfootteams @RightatHomeGF
Switchfoot Wealth Limited retweeted
What a great night! So proud to be part of the @KPCreativeComms team, winning Micro Business of the Year @SurreyAwards last night, and to support the marvellous @SebElwell, who was Highly Commended in the same category. Us tiny businesses pack a big punch, you know!
Switchfoot Wealth Limited retweeted
Getting ready for the awards to be announced @SurreyAward @denbiesvineyard I’m on a table with nominees @Switchfootteams @TrafMarquees @MorrisJFM and @KPCreativeComms. Good luck with all #suba21
Switchfoot Wealth Limited retweeted
Bays Consulting has been shortlisted for the Micro Business of the Year award in @SurreyAwards. We are so delighted at this recognition of the hard work of the entire team. Looking forward to the #awards evening next month.
bit.ly/3C8uyq2
#SUBA21 #surrey #dataconsulting
There's no prouder moment for a #smallbusiness owner than seeing their team's hard work paid off.
@Baystastic We're thrilled that Bays Consulting has been shortlisted for @SurreyAwards!
bit.ly/3C8uyq2
#microbusiness #SUBA21 #surrey #businessawards
Switchfoot Wealth Limited retweeted
INTRODUCING THE CLASS OF 2021 🏆🥳
Congratulations to all the businesses who made the shortlist. Winners will be announced at a glittering gala dinner on November 18th at @denbiesvineyard.
#SUBA21 #surrey #surreybusinessawards
Switchfoot Wealth Limited retweeted
Professional Services Award | sponsored by @projectfive
2021 FINALISTS
@the_IT_cloud
@howelljonesllp
@KPCreativeComms
@SebElwell
#SUBA21 #Surrey
Switchfoot Wealth Limited retweeted
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Please help Make British Businesses Behave Better, with Violation Tracker!
We believe that having a UK equivalent of the fabulous Violation Tracker database in the USA will help to make British businesses behave better, by highlighting when companies behave badly. Please...
Switchfoot Wealth Limited retweeted
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Please help Make British Businesses Behave Better, with Violation Tracker!
We believe that having a UK equivalent of the fabulous Violation Tracker database in the USA will help to make British businesses behave better, by highlighting when companies behave badly.
Financial Planning for Trusts – Should beneficiaries be insured?
ow.ly/EnVx50FvzRG
#Insure #beneficiaries #Trusts #FinancialPlanning
The PFS asked @SebElwell to create a short blog and video about the PFS awards. Here are Seb's top tips for awards entries.
ow.ly/5rBn50FvzJO
#Awards #PFS #FinancialPlanner
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Switchfoot Wealth Limited retweeted
Join us on Tues 15th June 6-8pm UK time for our free event:
"Protecting the #Wealth of the #Vulnerable #Elderly"
Speakers include:
*Paul Greenwood *Richard Emery *Ken Kivenko
@Switchfootteams
See here for full details & bookings👇
transparencytaskforce.org/up…
#goodfinance
