About

Seeking advice is an investment in your future

We are a strong, established, company of passionate and professional women. We offer a personable service and provide clear advice designed around you. With over a decade of expertise in their field, each member of our team is dedicated to the firm and will always approach their role with your best interests at heart.

As a modern firm we are always evolving, adapting to changes within our industry and constantly reviewing new strategies. We will always strive to provide you with the best possible client experience. Whilst you may have a specific requirement, we will always take a holistic approach, so that we can advise you about your affairs as a whole.

Seeking advice doesn’t have to be daunting, by taking action to review and address your affairs, you are doing something positive – after all, you are investing in the future, for you, your loved ones or your business.

We are an approachable team and want you to feel completely comfortable with discussing your affairs and concerns with us, so that we can provide you with the best possible outcome. We welcome all prospective clients with an initial face-to-face meeting, at no obligation or cost, which allows you to see whether we are suitable match. Any advice we provide, and the associated costs, will be discussed and agreed with you before any work is undertaken so that we are both clear about this at the outset. We will always provide you with a completely transparent service and value throughout.

The volume of our positive client reviews is testament to everything we do.

Contact us now for an initial, no obligation, free of charge, discussion.

Adviser Profile – Lisa Footes

An approachable and highly regarded Financial Adviser, with a wealth of knowledge and experience. Lisa started out as an Adviser back in 2004, setting up her own practice in 2008, at a time when financial markets were falling apart.

Featured in The Times, The Sunday Telegraph and The Mail on Sunday on several occasions, as a Top Rated Adviser and Best Rated Professional within the UK. Along with winning an award as the ‘Best Rated IFA Firm in the West Midlands’ based on the sheer volume of positive client feedback.

Awards won more recently: Holistic Financial Planning Adviser of the Year 2017 and Leading Experts of 2018, Leading Later Life Planning Adviser of the Year.

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“Lisa Footes was appointed by my company to advise and implement a suitable workplace pension scheme for this business. She has been instrumental in dealing with this process form inception to implementation and has been very attentive to our needs throughout. She has given my firm clear and well considered advice throughout this process and has also been of enormous benefit in relation to the administrative work required.”
P Rosier, Coventry

“Lisa sought all of the viable solutions for Mom and we ended up taking out a care annuity to help protect remaining assets to fund the care over as long a period as could be achieved. She then gave us a contact for a later life care advisor who was brilliant in finding care home and nursing home options for Mom. Lisa is currently advising us on pension plans as a couple looking to retire in the next 5 years or so.”
R Croton, West Midlands

“My husband was diagnosed with dementia and I had to reorganise my finances as I had to change from his financial advisors.  Lisa provided great support in difficult circumstances and did all the arranging of the money transfers including investing the extra money from the sale of my house.”
M Borcherds, West Midlands

“Lisa is very approachable and down to earth and has always responded to any queries quickly. She helped to demystify jargon and took time to really understand our current situation. Lisa was honest and transparent about fees, which I really appreciated.”
L Pell, Worcestershire

“I was looking to consolidate a large number of personal pensions into a single SIPP with someone to set it up and manage. Lisa consolidated thirteen personal pensions of varying sizes into one SIPP and advised on who the SIPP provider should be and the funds to be invested in. I am very pleased with how the investment has progressed and with Lisa’s service. She is very knowledgeable, responsive, committed and personable.”
M Greatrex, Staffordshire

“I was about to retire with a company pension, direct benefit scheme and I needed the advice of a financial advisor. Lisa was recommended to me by a close friend. Lisa arranged the transfer of my pension out of the company pension scheme into a drawdown scheme. We feel Lisa gave us all the help and information we needed to confidently take this option and Lisa is giving us ongoing advice about our pension plan. We are happy with the way the pension plan is performing although it is early days and expect to be clients of Lisa for some years.”
K Snelgrove, West Midlands

“Lisa clearly explained all the options to us pre retirement, quickly and efficiently invested our funds and now regularly reviews our financial position with us to ensure we are able to maintain our quality of life in retirement.  Lisa provides an excellent service.”
H Watson, Warwickshire

“Lisa has looked after my finances for the past 7 years, I don’t know what I would do without her. She is honest, trustworthy and very knowledgeable.”
C Gaskin, Coventry

“Lisa is always a cheerful friendly person who explains things in a way that can be easily understood. She promotes a very professional approach and knowledge of the financial markets and has always answered questions or give advice promptly or if not will have an answer for you in a very short space of time. I feel safe in the knowledge that my retirement investments are being closely monitored.”
T Hobday, Kenilworth
“Lisa conducted a thorough review of my financial situation and appraised my needs whilst understanding a range of possible future scenarios. Lisa was happy to answer queries and back up her proposals with evidence and was willing to spend time to ensure that I was happy with the way forward. Lisa’s charges are transparent and competitive and her firm is highly professional and efficient.”
S Frost, Bromsgrove

In-House News

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