Often when we are looking at clients’ plans for the future, we start talking about planning for later life and one of the most obvious financial ways to plan for later life is to use pension savings. But what is a pension? A pension is a retirement savings plan that provides a source of income […]
Tag Archives: planning
Building a Switchfoot Future Together Switchfoot is a joined-up and holistic service dedicated to offering small business owners bespoke and transparent accounting and wealth management. In the same spirit of helping our clients, we like to complete a holistic review of our own business every year. The Corporate Tax Diagnostic Review is one of […]
Personal Financial Planning – That Sounds Scary? At Switchfoot we believe that your business is there to serve you, the owner, not the other way round. That is why our process for providing business and accountancy advice starts with creating a personal financial plan. What is a Personal Financial Plan? A personal financial plan […]