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What is ESG Investing? & Why Business Owners Should Take Note! - Switchfoot

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Online Meeting

Upper Hale Road

Farnham

GU9 0NS

United Kingdom

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What is ESG Investing? & Why Business Owners Should Take Note!


This free online training is for you if:

  • You run an owner-managed business;

  • You would like to achieve your goals more quickly;

  • You plan to retire/exit from your business within the next 25 years;

  • You need to create/update your Personal Financial Plan and map it to your business plan.

What you will learn on this free online workshop:

During this free 30-minute workshop, Sebastian Elwell of Switchfoot Wealth will cover the following:

  • Understanding the language: what is Environmental, Sustainable Governance Investing (ESG)? How does it differ to Impact, ethical, sustainable investing?

  • What is the business case for reviewing your investments and pensions?

  • What effect does it have in the real world?

  • How to move forward and make positive change

  • About Switchfoot & our process - A brief overview of how Switchfoot Wealth and Switchfoot Accounting work together to support business owners.

Online Meeting - You will be sent a Zoom meeting link ahead of the workshop by email.

Have your questions answered - You will have an opportunity to submit your questions before the workshop.

About the speaker - Sebastian Elwell is an Independent Chartered Financial Planner and a small business owner. Sebastian regularly writes for legal and financial publications and is a guest speaker at industry events. He specialises in providing 'joined-up' financial plans and collaborating with accountants and solicitors.

Qualifications and Experience - Sebastian has 16 years of experience in financial services, 13 years as a regulated financial adviser. He is a Fellow of the Personal Finance Society, Accredited member of Society of Later Life Advisers (SOLLA) and an Affiliate member of Society of Trust and Estate Practitioners (STEP).

Sebastian set up Switchfoot Wealth in 2018 as he saw an opportunity to deliver truly joined-up financial advice to business owners.

After the workshop - you will be offered a free no-obligation meeting with Sebastian to discuss your financial goals and aspirations.

We are looking forward to meeting with you,


Switchfoot Wealth Limited

seb@switchfootwealth.co.uk

www.switchfootwealth.co.uk

01252 938 440

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Online Meeting

Upper Hale Road

Farnham

GU9 0NS

United Kingdom

View Map

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