As an established firm, with over a decade of experience, we help business owners and wealthy individuals, right through to their later life years, with their financial matters. We offer a gateway to knowledge and work with you to ensure you are maximising your financial position, both now and in in the future. We love what we do and get a real satisfaction from having a positive impact on the lives of our clients, their loved ones and their businesses.
We offer an initial face to face meeting at no obligation or cost. This providing the perfect opportunity to undertand your requirements, concerns and goals in more detail and whether we are a suitable match to work together going forward. It's important that you feel totally comfortable with us, so that we can go on to forge a relationship together built on trust.
If you are looking to work with a passionate and engaged adviser, who will have your best interests at heart then look no further.
Served areas
- West Midlands, Worcestershire, Warwickshire
Highlights and features
- Investment Advice
- Retirement Planning
- Estate Planning
- Later Life Planning
Associations and certifications
- Certificate in Financial Planning
- Diploma in Financial Planning
- Society of Later Life Accedited Adviser
- Member of Chartered Insurance Institute
- Member of Personal Finance Society
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We offer different service levels, where advice can be provided either on a one-off basis, or on-going basis. Depending on your needs, will depend on which is most appropriate and of most value to you. Either way, we will always take an holistic view of your situation to provide you with the best possible advice, so it is really important we have all the facts together beforehand.
A one off basis, can be provided where you may simply need help in setting something up or it could be where we carry out a totally bespoke piece of work designed around you, such as in-depth analysis of what your retirement will actually look like, or an in-depth analysis of your estate for inheritance tax purposes.
A one off basis, can be provided where you may simply need help in setting something up or it could be where we carry out a totally bespoke piece of work designed around you, such as in-depth analysis of what your retirement will actually look like, or an in-depth analysis of your estate for inheritance tax purposes.
What makes Footes Financial Planning different from every other financial services company? Its simple: we focus totally on you, your loved ones and your business. Our highly experienced team start by identifying your life goals for the future. We then carry out a comprehensive evaluation of your current situation, including any financial products or commitments.
Lisa started out in financial services in her early twenties; as an Executive PA and then moving into the role of a Technical assistant for an Independent Advisory firm. Gaining the full qualifications needed within a short time frame and eager to move into the role of an Adviser, she started out in bancassurance as a trainee adviser in 2004 at the age of 25.
Combining Mindset and Financial Coaching, to help you understand your beliefs, values, attitudes and behaviours around money and helping you to bring these back into balance. Offered on a 1:1 deep dive basis and through a Group Coaching Programme. Helping you to gain complete clarity on where you are now, against your future plans, such as any lifestyle desires or retirement goals.
There are typically six steps to the financial planning journey you will take with us. We will guide you through step-by-step, answering any questions or concerns you have along the way. We will always be open and transparent about the fees you will pay to us so there will be no hidden surprises at the end of the road.
Reviews (3)
Ms S. Frost
Lisa conducted a thorough review of my financial situation and appraised my needs whilst understanding a range of possible future scenarios. Lisa was happy to answer queries and back up her proposals with evidence and was willing to spend time to ensure that I was happy with the way forward. Lisa’s charges are transparent and competitive and her firm is highly professional and efficient.
Mr T. Hobday
Lisa is always a cheerful friendly person who explains things in a way that can be easily understood. She promotes a very professional approach and knowledge of the financial markets and has always answered questions or given advice promptly or if not will have an answer for you in a very short space of time. I feel safe in the knowledge that my retirement investments are being closely monitored.
Mr P. Rosier
Lisa Footes was appointed by my company to advise and implement a suitable workplace pension scheme for this business. She has been instrumental in dealing with this process form inception to implementation and has been very attentive to our needs throughout. She has given my firm clear and well considered advice throughput this process and has also been of enormous benefit in relation to the administrative work required.