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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

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