About Lisa Footes

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So far Lisa Footes has created 20 blog entries.

Introducing Lizzie Sanders

We are delighted to welcome Lizzie Sanders, who joined the firm on 14th September in the role of Compliance & Technical Assistant.  Lizzie has been working in the financial services industry for  7 years and brings a wealth of experience and knowledge with her. She will be primarily assisting Lisa on the Compliance and Technical [...]

Introducing Lizzie Sanders2020-09-23T12:19:51+00:00

Lisa is now a Certified Mindset Coach

Lisa is pleased to announce that she has completed a course of study and gained a certification in Mindset Coaching. Over the years whilst assisting individuals and clients with their financial planning arrangements, Lisa has noticed some recurring themes regarding attitudes to money and wealth. Lisa explained:  "Many of us will hold onto limiting beliefs [...]

Lisa is now a Certified Mindset Coach2020-09-23T12:01:41+00:00

Congratulations Caitlin Hall

Congratulations to Caitlin Hall, our Apprentice IFA Administrator who has passed her Apprenticeship with Distinction. Caitlin joined Footes Financial Planning during the summer of 2018 and enjoyed it so much she embarked on an Apprenticeship a few months later.  She has been studying towards an ICQ qualification in Business Administration Level 3 and her overall [...]

Congratulations Caitlin Hall2020-08-10T13:45:15+00:00

Lisa Featured in Digital 2020 Guide to UK’s Top Rated Advisers

Lisa is delighted to be included in the Digital 2020 Guide to the UK's Top Rated Advisers which has just been released on The Telegraph website. Advisers are listed by geographic area and inclusion is based on positive client reviews. People seeking financial advice are looking for more reassurance than ever that their chosen adviser [...]

Lisa Featured in Digital 2020 Guide to UK’s Top Rated Advisers2020-05-15T10:00:47+00:00

Caitlin Hall – Star Apprentice!

We are delighted that Caitlin Hall has just won Star Apprentice for Level 3 of her apprenticeship. Caitlin initially joined FFP during her summer holidays to gain some admin skills but she enjoyed it so much she started an official apprenticeship with the firm in October 2018. Whilst working with us Caitlin has also been [...]

Caitlin Hall – Star Apprentice!2020-03-19T09:59:15+00:00

Lisa is Listed in the 2020 Top Rated Financial Advisers in The Times

Lisa was listed in The Times recently as one of the UK's Top Rated Financial Advisers of 2020. The hard copy guide, distributed in The Times on Saturday 8th February, listed the UK's Top Rated financial advisers who have received the highest volume of positive client reviews since the start of 2019 on VouchedFor.co.uk, the [...]

Lisa is Listed in the 2020 Top Rated Financial Advisers in The Times2020-03-05T15:40:57+00:00

Another Year – Another Marathon!

Some might say she is a glutton for punishment, but following on from last year's marathon, Lisa is doing another! After completing the London Marathon last year, Lisa put in her entry the very next day to try and secure her place in this year's event. However her ballot was unsuccessful, so she contacted Cancer [...]

Another Year – Another Marathon!2020-02-27T17:41:28+00:00

Lisa’s London Marathon Update

On Sunday 28th April 2019, Lisa took part in her first London Marathon.  It was a perfect day, cool but sunny, with the odd shower en route which helped cool the runners down. Over 50,000 runners took part, bringing along family and friends to spectate, with the largest ever number completing at 42,500 finishers.  Lisa [...]

Lisa’s London Marathon Update2019-05-14T12:42:27+00:00

Lisa To Run The London Marathon

Lisa Footes - Coventry Half Marathon - 2017 On Sunday 28th April, Lisa will be fulfilling a long-term ambition of running The London Marathon. Lisa, who took up running seriously around 2 years ago, will be raising funds for St Mary’s Hospice in memory of her Godfather and Uncle, Ed, who died [...]

Lisa To Run The London Marathon2019-04-05T13:00:02+00:00

Introducing Caitlin Hall

We are delighted to introduce you to Caitlin Hall who has joined our team as an Apprentice. Caitlin left Senior School in June 2018, with a total of 9 GCSE’s at high-level grades. Her primary focus at school was biology and was initially considering going to college to gain A levels with a view [...]

Introducing Caitlin Hall2019-01-24T10:09:57+00:00