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Awards and Accreditations

Footes Financial Planning provides a professional, caring and bespoke service which is endorsed by the various awards and accreditations achieved by Lisa over the years, as summarised below.

Featured in the updated digital edition of the 2019 Guide To The UK’s Top Rated Financial Advisers

Aug 2019 – Issuer: Vouched for

An updated digital Guide to the UK’s Top Rated Financial Advisers featuring Lisa and Footes Financial Planning. The Guide is available online in the Business section in The Times and also featured online with The Telegraph.

Most Influential Woman in Financial Advisory Services 2018 – UK

Jan 2019  – Issuer: Acquisition International – The Voice of Modern Business

Awarded due to the level of recognition and influence within a financial advisory role, as someone who stands out within a male dominated industry. Nominated and awarded following stringent research on company background, individual experience, and levels of positive feedback on service provided.

Qualification of 2019 Guide, to the UK’s Top-Rated Financial Advisers in The Times

Dec 2018  – Issuer: Vouched for IFA

Due to excellent client reviews, we have qualified for the 2019 Guide to the UK’s Top-Rated Financial Advisers in The Times, a true testament to our hard work and dedication to helping our clients with their financial affairs.

2018’s Leading later Life Planning Adviser of the Year – UK

Feb 2018 – Issuer: Leading Experts Program – AIG Global

This Award showcases those dedicated to the later life market and those who specialise in helping individuals at a vulnerable age.  Lisa received the award after receiving a high number of nominations and was voted for by members from across the Globe.

Holistic Financial Planning Adviser of the Year 2017 – UK

Nov 2017 – Issuer: Women in Wealth Awards

This Award showcases the innovative contribution of women in the financial industry who play a huge role in creating new possibilities for equal representation in a male dominated market. It is designed to recognise and celebrate the achievements of female financial professionals.

Lisa was named Holistic Financial Planner of the Year 2017 following a high volume of nominations, research into our background, votes from a high number of international members and a strict panel making the final decision.

Britain’s Top Rated Financial Adviser

Sep 2015 – Issuer: Vouched for IFA

Published in “The Mail on Sunday” as one of Britain’s Top Rated Financial Advisers, Lisa received this Award based on the number of client reviews provided.

SOLLA Accreditation

Apr 2015 – Issuer: Society of Later Life Advisers

Lisa was award accreditation from the SOLLA panel as suitable to advise those at Later Life, following a stringent assessment.

Top Rated Professional

Mar 2015 – Issuer: Vouched for IFA

Lisa was featured in the “The Sunday Telegraph” as a Top Rated IFA Professional within Central England based on independent client reviews and quality of service provided.

UK Top Rated Adviser

Dec 2014 – Issuer: Vouched for IFA

Lisa was awarded UK Top Rated Adviser status based on the quality and level of client feedback provided between February 2014 and March 2015.

Best Rated IFA Firm in the West Midlands

Jan 2014 – Issuer: Vouched for IFA

Award winner of ‘Best Rated IFA Firm within the West Midlands’ region, based on a number of factors including the level of independent client feedback given and also the quality of feedback and service provided.

Officially announced and published to the national press on 22nd January 2014.

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