Tracey and Rob

Working with Footes makes us feel very confident and very secure.

Tracey
Hi there. My name is Tracey and this is my husband, Rob. I’ve been a client of Footes for eight years now and my adviser’s name is Lisa.

We got in touch with Footes because my husband’s mother was nearing the end of her life and we wanted to find a care package that would help cover the costs of her going into care. We were made aware of places to look for financial advisers that could help us with that, and from the list that we had we chose Lisa and then made contact with her that way.

Rob
Initially, our challenges and problems were not understanding the issues of care home funding and nursing home costs, which were more expensive than just residential care claims, and how mum’s assets could be best used to give her the care that she needed at the time.

Tracey
Lisa made us aware of a care annuity that you could get, which neither of us knew anything about. So that helped pave the way for covering her care costs and protecting her capital at the same time.

Rob
Lisa was able to come to the home for an initial meeting to discuss our requirements at the time. And as a result of the website review, reading the facts, and then having a face-to-face meeting with Lisa, we knew she was the adviser for us.

Tracey
Over the years, Footes has helped us with a care package for my husband’s mother, but also helped us with our retirement planning, and things to look out for in the future. I honestly don’t think we would be able to retire as early as we did if we hadn’t had the invaluable help of Footes to help us and guide us along the way.

Rob
The team have planned our income and expenditure over a good number of years into the future. So, we feel very confident and secure that working with Footes has enabled us to go into that time with a confidence that we would never have had before.

Tracey
Something that Footes have recently helped us with is purchasing a caravan in our favourite place in the world, down in Devon. Now that we’re both retired, we’re both able to spend a lot of time down there and enjoy the peace and quiet that Devon brings.

To be working with Footes is an absolute pleasure. We’ve got the stability of knowing that we’ve got a regular income, our retirement plans have all been catered for, and it’s just a sense of relief that we can still go and enjoy the things that we’ve always done, knowing that we can carry on doing that in the future.

Rob
For me, the best thing about working with Footes is their accessibility. We feel we can call or email them at any time. They come back to us immediately and they are very approachable.

Tracey
The three words I would use to describe Footes are professional, understanding, and caring.

Rob
The personal touch that Footes give makes you feel really valued as a client – nothing seems to be too much trouble for them. They’re very prompt in their responses and in communicating back. They have real empathy with the things that we’re doing and they seem genuinely interested in how their services are supporting our current lifestyle and our retirement. And they give the impression of really caring about who their clients are.

Tracey
Going forward with the personal touch, I’ve just recently celebrated a birthday. I had an email from Lisa and the team wishing me a happy birthday, which I just thought was absolutely fabulous that they remember, care and look after their clients. So, it was a lovely gesture.

I would have no hesitation in recommending Footes to any of my family and friends. They’ve helped us incredibly with our retirement plans and looking forward to the future. This is something that we thought we possibly wouldn’t have – we thought we’d still be working – so, I would absolutely recommend them.