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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

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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

Words straight from our clients.

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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

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

Tracey and Rob

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

Tim and Carolyn

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

Angela Drew

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Footes Financial Planning changed my life completely.

Phil Summerfield

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

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

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were satisfied that we understood their needs, goals, aspirations and objectives
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Bridget Brooks profile picture
Bridget Brooks
18 August 2026
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It has now been just over four years since I retired, and any worries I had about moving from an employer-supported scheme to working with an independent financial adviser quickly disappeared. From the start, Lisa was approachable, reassuring, and very easy to talk to. She made what first felt like a daunting process much simpler, taking the time to explain everything clearly while really understanding our day-to-day lives and our hopes for a long and comfortable retirement. Since then, communication with Lisa and her team has been excellent. The regular, detailed annual reviews give us real confidence, and the monthly updates mean I always feel informed and reassured about how my pension is performing.
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Anthony Evans profile picture
Anthony Evans
1 August 2026
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Have been receiving help and advice for almost 10 years from Lisa and her excellent colleagues, and cannot recommend enough. Lisa is great at explaining what are quite involved processes. Her friendly assistance and advice has been a game changer for myself and wife in our now retired days. Many thanks to her to enable us to feel relatively financially comfortable. Very very highly recommended
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Maria Barnard profile picture
Maria Barnard
5 July 2026
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Lisa is friendly and approachable; she takes the time to explain things in a way that's easy to follow, her advice is easy to understand and genuinely helpful. Very grateful for her continued guidance.
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Steve P profile picture
Steve P
20 June 2026
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I have nothing but praise for Lisa and her team. My wife and I have been with Lisa for many years and during that time Lisa has provided excellent advice in a warm and friendly manner and always has our best interest at heart. I throughly recommend Lisa to offer top financial advice.
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Debbie Husler profile picture
Debbie Husler
26 March 2026
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Lisa has been looking after our investments for 6 years. We're very pleased with the progress. Lisa is always available if we have any questions and we have a full annual review which is useful. We also receive quarterly reports. Very impressed with the service and advice provided. Would highly recommend.
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Albert Cook profile picture
Albert Cook
17 February 2026
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We've been with Lisa Footes for a few years now, during this time she has given us impartial advice, never trying to "sell" financial products to us , but guiding us through the best options available. Always with a friendly smile and at a reasonable price. We highly recommend Lisa and her team Albert Cook on behalf of Mrs A Lewis
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Chris Roberts profile picture
Chris Roberts
11 December 2024
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Excellent advice over the years. Friendly, honest relationship.
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Malcolm Hayes profile picture
Malcolm Hayes
10 December 2024
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Friendly and knowledgeable advice
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Gillian Cattell profile picture
Gillian Cattell
8 December 2024
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Lisa and her team are trustworthy knowledgeable and above all friendly we've been with her since the beginning
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Phil Summerfield profile picture
Phil Summerfield
7 December 2024
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Lisa and her team are simply outstanding. When I was offered a redundancy package I spoke with Lisa who expertly guided me through the extremely complex and, to me, unknown world of pensions and financial planning, taking time to understand my personal circumstances and make me feel confident that my future would be both financially comfortable and secure. Lisa and her team are always available to give sound advice and guidance on all aspects of my financial well-being. I highly recommend Footes to all my friends and family.
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Andrew Dennis profile picture
Andrew Dennis
28 November 2024
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My experience of Footes Financial Planning is that it is professional, useful, comprehensive, friendly and efficient.
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John Pearshouse profile picture
John Pearshouse
28 November 2024
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Lisa and the team have always been very professional and offered sound advice on my investments.
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Paul Robinson profile picture
Paul Robinson
28 November 2024
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Lisa and the team have been and still continue to be very professional. They have always helped me with any issues that I've had. As well as providing a professional service they are always friendly and helpful and very informative too.
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Chris Cooper profile picture
Chris Cooper
28 November 2024
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Lisa gives consistently sound advice and is always contactable.
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Charles Baker profile picture
Charles Baker
27 November 2024
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Footes have sorted my finances superbly. An excellent team headed by Lisa. Always there with any queries or worries.
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lynda clifton profile picture
lynda clifton
27 November 2024
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Exceptional service with excellent results .
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James Preston profile picture
James Preston
30 June 2024
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Caring and attentive. Accessible team and highly professional all round.
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Nigel Cutler profile picture
Nigel Cutler
23 August 2023
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We needed to find a recommended SOLLA registered advisor to assist us in the financial planning of our mothers on going residential care fees. Lisa's expertise & knowledge of the financial products associated to this long term care requirement was just what we needed. Taking out a care annuity is a big financial decision, but with Lisa & her teams research into the facts, figures & additional advice associated to this type of product, gave us the confidence we needed to go ahead and purchase one for our mothers residential care requirement. In addition, from the start to the end of the process, communication from Lisa & her team was second to none. From our own experience, would have no hesitation in recommending this company to others.
Footes Financial Planning
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