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Footes Financial Planning profile
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I strongly believe that financial planning, when done right, can be life‑changing. We’ll bring clarity to your finances, build confidence in your decisions, and create a solid plan to achieve your desired lifestyle and retirement goals. Get in touch and secure the future you envision for you, and those that matter most.
Lisa Footes

Director and Financial Planner

Which of these questions speak to you?

How can I invest my money wisely?
What should I do with my inheritance?
Do I already have enough money to retire?
What will my retirement lifestyle look like?
How can I effectively build wealth for my future?
How can I help my relative who needs to enter care?
Will my employer's settlement be enough to support me?
What can I do to reduce any Inheritance Tax liability?

This is what makes us unique...

Trusted by clients

We’re proud of the relationships we’ve built with clients over the last 16 years, which is why they keep coming back to us.

Award-winning

Our numerous accolades aren’t just trophies on a shelf; they’re a testament to the exceptional service we provide.

Refined expertise

Our tested processes ensure you receive not just a service but an efficient, thorough, and tailored experience.

Financial coaching

As a certified mindset and financial coach, Lisa blends practical advice with emotional intelligence to unlock your full potential.

How we're different

Introducing our team

Meet the dream team
Bear the Dog

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Words straight from our clients.

"
Lisa has been fundamental in helping us plan our retirement.

Darren and Stephanie

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I’m confident about my financial future thanks to Lisa’s sound advice.

Stephen Orme

"
Working with Footes makes us feel very confident and very secure.

Tracey and Rob

"
Lisa’s warm, down-to-earth advice helped us feel secure and confident about our financial future.

Tim and Carolyn

"
Lisa has been there every step of the way as our financial needs have changed over time.

Angela Drew

"
Footes Financial Planning changed my life completely.

Phil Summerfield

0

of clients would recommend us to their friends, family or colleagues

0

believe that working with us has helped or will help them achieve their financial goals

0

were satisfied that we understood their needs, goals, aspirations and objectives

Reach out and
say hello

Get in touch now and understand how our work can change your life. You’re in safe hands.

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    Footes Financial Planning UK Ltd. is authorised and regulated by the Financial Conduct Authority. Financial Services Register Number: 692441. Registered office address: Pure Offices, 1 Devon Way, Longbridge Technology Park, B31 2TS. Registered in England & Wales. Company registration number: 7485042.

    The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted to customers in the UK.

    If you wish to register a complaint, please write to us or telephone 0121 222 5655. A summary of our internal complaints handling procedure for the reasonable and prompt handling of complaints is available on request.

    If we are unable to settle your complaint, the Financial Ombudsman Service is available to mediate individual complaints that clients and financial businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit: www.financial-ombudsman.org.uk.

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