The Work Index by Flexa

Switchfoot Wealth Limited

Switchfoot Wealth is a Certified B-Corp financial planning firm focused on sustainability and ethical practices.

https://switchfootwealth.co.uk/
4.9

/10

Transparency ranking

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Description

Switchfoot Wealth is a certified B-Corp financial planning practice based in the UK, specializing in sustainable financial advice for individuals, businesses, and professional partners. They strive to bring the latest best practices in financial planning to their clients, with a particular focus on addressing the climate emergency and incorporating sustainability into their core methodology. They are committed to delivering ethical, transparent, and client-focused advice, prioritizing independent, up-to-date knowledge, and understanding of the whole market.

Switchfoot Wealth stands out in the industry by offering a new model of financial planning that sets sustainability at its core. Their Sustainable Financial Planning methodology challenges traditional assumptions about economic growth, investment returns, and future risks, taking into account the impact of climate change and the transition to a more sustainable economy. They openly share this methodology with their competitors, aiming to drive wider industry change and make sustainable financial planning the default.

Benefits

Switchfoot Wealth offers a comprehensive benefits package that prioritizes the financial well-being of its employees. These benefits include access to financial advice, financial health checks, and educational resources, allowing employees to make informed decisions about their finances and reduce financial stress. Additionally, the company provides financial protection through income protection, critical illness, and death in service benefits, offering employees and their families a safety net in the event of unforeseen circumstances.

Mission

Switchfoot Wealth is a certified B Corporation focused on providing sustainable financial planning for individuals, businesses, and professional partners. They believe that business should be a force for good and that financial planning should be conducted with consideration for the impact on people and planet. Their mission is to make sustainable financial planning the default, helping clients and partners to navigate financial planning with consideration of their impact on the world.

Disruptor
Environmental impact driven
Social impact led
Sustainability

Culture

Switchfoot Wealth promotes a culture focused on ethical, transparent, and client-centric financial planning. They are committed to lifelong learning and fostering a collaborative environment where employees and clients alike can contribute to a more sustainable future. This commitment is reflected in their B-Corp certification and their dedication to promoting sustainable financial practices that consider both people and planet.

Progressive
Transparent

DE&I

Switchfoot Wealth demonstrates a commitment to diversity, equity, and inclusion through its specific focus on supporting vulnerable clients and its accreditation with SOLLA. They also highlight the diverse backgrounds and qualifications of their team members, showcasing their dedication to creating an inclusive workplace environment.

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