Sound like you?How can I effectively build wealth for my future?

Establish your options

It’s okay to be unsure of your options. We’ll help you consider whether you could do more now to maximise what you have.

Secure your success

While building wealth, it’s just as important to keep providing for your family along the way. We’ll help you strike that balance.

Understand investing

Once we understand what you hope to achieve, we’ll walk you through your investment options in simple language – no confusing jargon.

Let us take the guesswork out of wealth-building so you can focus on what matters most.

When you spend your day working hard to earn an income, your finances naturally take a backseat. It may feel frustrating not to have the time or knowledge to dedicate to your finances, but that’s what our team is here for.

Building wealth doesn’t have to be complicated, but it does require a clear strategy and the right tools. Our team works alongside you to create a personalised plan that aligns with your lifestyle vision.

The team brought my pension pots together, chose a long-term investment plan for me, arranged ISAs every year and provided sound financial advice regularly

Chris Cooper

West Midlands

Feel confident that your money is working for you.

The first step on your wealth-building journey is to create a financial plan, and for that, you’ve come to the right team. We’ll work together to outline your short-term and long-term goals, then build a bespoke plan that will help you grow your money, take control of your finances and shape your future.

We’ll focus on your pension, investments, and any savings you currently have, then see how we can maximise those to help build your wealth.

Words straight from our clients.

Lisa has been fundamental in helping us plan our retirement.

Darren and Stephanie

I’m confident about my financial future thanks to Lisa’s sound advice.

Stephen Orme

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

Tracey and Rob

Lisa’s warm, down-to-earth advice helped us feel secure and confident about our financial future.

Tim and Carolyn

Lisa has been there every step of the way as our financial needs have changed over time.

Angela Drew

Footes Financial Planning changed my life completely.

Phil Summerfield

Sound like you?How can I effectively build wealth for my future?

Establish your options

Secure your success

Understand investing

Let us take the guesswork out of wealth-building so you can focus on what matters most.

The team brought my pension pots together, chose a long-term investment plan for me, arranged ISAs every year and provided sound financial advice regularly

Chris Cooper

Feel confident that your money is working for you.

Words straight from our clients.

Lisa has been fundamental in helping us plan our retirement.

I’m confident about my financial future thanks to Lisa’s sound advice.

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

Lisa’s warm, down-to-earth advice helped us feel secure and confident about our financial future.

Lisa has been there every step of the way as our financial needs have changed over time.

Footes Financial Planning changed my life completely.

0

of clients would recommend us to their friends, family or colleagues

0

believe that working with us has helped or will help them achieve their financial goals

0

were satisfied that we understood their needs, goals, aspirations and objectives

Reach out and
say hello

Sound like you?How can I effectively build wealth for my future?

Establish your options

Secure your success

Understand investing

Let us take the guesswork out of wealth-building so you can focus on what matters most.

The team brought my pension pots together, chose a long-term investment plan for me, arranged ISAs every year and provided sound financial advice regularly

Chris Cooper

Feel confident that your money is working for you.

Words straight from our clients.

Lisa has been fundamental in helping us plan our retirement.

I’m confident about my financial future thanks to Lisa’s sound advice.

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

Lisa’s warm, down-to-earth advice helped us feel secure and confident about our financial future.

Lisa has been there every step of the way as our financial needs have changed over time.

Footes Financial Planning changed my life completely.

0

of clients would recommend us to their friends, family or colleagues

0

believe that working with us has helped or will help them achieve their financial goals

0

were satisfied that we understood their needs, goals, aspirations and objectives

Reach out and say hello

Reach out and
say hello