Our awardsRecognition in the profession

Women’s Awards West Midlands

Shortlisted

Lisa has been shortlisted for the Outstanding Female Entrepreneur award for the West Midlands in The Women’s Awards 2025. These prestigious awards recognise and celebrate the outstanding achievement of women in the West Midlands.

VouchedFor Top Rated Adviser

Awarded in 2025, 2024, 2023, 2022, 2020, 2019, 2015, 2014 by VouchedFor

Lisa has been included in VouchedFor’s Guide for Top Rated Advisers eight times. This guide aims to identify and celebrate the UK’s best financial advisers based on client feedback.

VouchedFor Top Rated Firm

Awarded in 2023

In addition to Lisa being recognised as a Top Rated Adviser, Footes Financial Planning received recognition as a top-rated firm for 2023.

Most Influential Woman in Financial Advisory Services – UK

Awarded in 2018 by Acquisition International

This was awarded due to Lisa’s level of recognition and influence, and as someone who stands out within a male-dominated industry.

Leading Later Life Planning Adviser of the Year

Awarded in 2018 by AIG Global

This award showcases those dedicated to the later-life market and who specialise in helping individuals at a vulnerable age. This was voted for by members from across the globe.

Holistic Financial Planning Adviser of the Year – UK

Awarded in 2017 by Women in Wealth Awards

Lisa received this award following a high number of nominations, research into our background, votes from international members and a strict judging panel.

SOLLA Accreditation

Awarded in 2015 by the Society of Later Life Advisers

Following a stringent assessment, Lisa was awarded this accreditation from the SOLLA panel as someone suitable to advise those in later life.

Best Rated IFA Firm in the West Midlands

Awarded in 2014 by VouchedFor

We were the winners of this award within the West Midlands region, based on several factors, including the level of independent client feedback and the quality of feedback and service provided.

Footes Financial Planning
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