Phil Summerfield

Footes Financial Planning changed my life completely.

My name is Phil Summerfield. I have been a client of Footes Financial Planning since I was made redundant in 2019. I work closely with Lisa Footes directly on supporting my retirement.

I was coming to an age where future employment was going to be difficult to find, and I needed help to consolidate two pensions to make sure that I had a good income for the future.

I searched through the internet and came across the VouchedFor financial services website, which gave me recommended independent financial advisers within my postcode range. I selected Footes primarily because of the range of services they were offering at the time and made an initial enquiry with Lisa directly, to see if she could help me.

The main benefit for me from Footes’ advice was in the initial stages of my pension. I was offered two pensions from my two previous employers and, following the advice from Lisa, I was able to work with those pensions to double, if not triple, the monthly income that I would get.

She changed my life completely, that is why I love her to bits. She’s never in my life but I know that she’s there if I need her. That is the greatest part about being with her. She genuinely has made my life far greater than it would have been otherwise.

Lisa has given me a great deal of reassurance in building my future income. She asks me regularly if my needs are being met and if my plans have changed, and I can rely on Lisa to monitor my pension portfolio. So that takes the stress out of worrying about an income for me.

Working with Footes Financial Planning has been a huge reassurance to me to know that my future is secure. They are there when I need them, they answer my questions, and they have been a steadying influence on my financial security.

I feel that my financial future is secure all the way through to the later stages of my life. I feel that Lisa and her team will have my back covered for any eventualities that may occur in my life.

The three words I would use to describe Footes Financial Planning are reassuring, solid, and offering longevity. They are there for the long term. They give me reassurance and I have faith that I will have a secure future.

I would be unhesitating in recommending Footes to anybody for their professional services. They have significantly improved my life and that of my wife and my family, and it is without doubt a direct result of their input to my financial position that I am where I am today. Lisa and her whole team offer a comprehensive and professional service. They are consummate professionals, they take time to ask questions, and they always come up with the correct answers as far as I’m concerned.