Stephen Orme

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

Hi, my name is Stephen Orme. I’ve been a client of Footes since the end of 2018 and Lisa has been personally advising me.

I was looking to consolidate some pensions. I’ve got two or three pensions, so on the back of that I looked for local recommendations for a particular adviser.

I came across VouchedFor, and that’s where I found Lisa and her reputation.

My first interaction with Lisa was very relaxed. She understood my issues and we quickly agreed that we would be well-suited to each other in terms of advice.

She gives me a lot of confidence in her very sound advice that I’ve had over these last few years, and also confidence when we’ve been through quite a difficult time with regards to investments.

Lisa certainly removes any concerns I have about the future and I’m confident in her sound advice.

Lisa has given us confidence when it comes to major decisions. We had a decision to make about buying a narrow boat. It was a large drawdown and I felt that having sound financial advice behind that was an important part of that decision-making process.

In the time that I’ve worked with Lisa, an important step for me has been switching away from standard funds to ESG funds. She supported me in that and I’m confident that she knows how to work with those funds.

Three words I’d use to describe Lisa are professional, friendly – which I think is important – and confident in her advice.

I’d have no hesitation in recommending Lisa as a financial adviser. She’s professional, well-informed, and she gives me a great deal of confidence about the sustainability of our investments.