Sound like you?How can I help my relative who needs to enter care?

Understand your options

Funding the best possible quality of care is a top priority, and we’ll do this while leaving part of their estate available to the family.

Do the right thing

It’s normal to find yourself questioning whether you’re doing what’s best for your relative, and we’ll be there to give you confidence.

Gain a support system

Alongside providing advice, we’ll also be a team you can rely on and we’re only a call or email away if you need advice.

Ensure they receive the best care possible while leaving a meaningful inheritance for loved ones.

Care costs can catch you by surprise, and navigating the options can feel overwhelming, especially when you’re already busy with family and work. It’s common to feel unsure about where to start or who to turn to for support.

But you don’t have to go through it alone – our team will provide clarity, answer your questions, and guide you through the process so you can feel confident every step of the way.

Lisa quickly put me at ease and understood our family circumstances and requirements. Lisa identified our best options and gathered a range of quotes. Once my decision was made, she was a helping hand with setting everything up. I was in very safe hands and not pressurised at all.

Gill

West Midlands

Financial planning that helps you as a family.

When a relative is entering care, it’s an emotional time for everyone involved. We approach the topic with care and compassion, and will never force you to make decisions you aren’t comfortable with. Our financial planner, Lisa, has been awarded the SOLLA accreditation, which means she is suitable and qualified to advise those in later life.

Financial planning can be life-changing, and during this time it allows you to plan for your loved one’s care needs without draining their hard-earned assets. With a thoughtful strategy, it’s possible to cover care expenses while still preserving a financial legacy for future generations.

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

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

Bridget Brooks

18 August 2026

It has now been just over four years since I retired, and any worries I had about moving from an employer-supported scheme to working with an independent financial adviser quickly disappeared. From the start, Lisa was approachable, reassuring, and very easy to talk to. She made what first felt like a daunting process much simpler, taking the time to explain everything clearly while really understanding our day-to-day lives and our hopes for a long and comfortable retirement. Since then, communication with Lisa and her team has been excellent. The regular, detailed annual reviews give us real confidence, and the monthly updates mean I always feel informed and reassured about how my pension is performing.

Anthony Evans

1 August 2026

Have been receiving help and advice for almost 10 years from Lisa and her excellent colleagues, and cannot recommend enough. Lisa is great at explaining what are quite involved processes. Her friendly assistance and advice has been a game changer for myself and wife in our now retired days. Many thanks to her to enable us to feel relatively financially comfortable. Very very highly recommended

Maria Barnard

5 July 2026

Lisa is friendly and approachable; she takes the time to explain things in a way that's easy to follow, her advice is easy to understand and genuinely helpful. Very grateful for her continued guidance.

Steve P

20 June 2026

I have nothing but praise for Lisa and her team. My wife and I have been with Lisa for many years and during that time Lisa has provided excellent advice in a warm and friendly manner and always has our best interest at heart. I throughly recommend Lisa to offer top financial advice.

Debbie Husler

26 March 2026

Lisa has been looking after our investments for 6 years. We're very pleased with the progress. Lisa is always available if we have any questions and we have a full annual review which is useful. We also receive quarterly reports. Very impressed with the service and advice provided. Would highly recommend.

Albert Cook

17 February 2026

We've been with Lisa Footes for a few years now, during this time she has given us impartial advice, never trying to "sell" financial products to us , but guiding us through the best options available. Always with a friendly smile and at a reasonable price. We highly recommend Lisa and her team Albert Cook on behalf of Mrs A Lewis

Chris Roberts

11 December 2024

Excellent advice over the years. Friendly, honest relationship.

Malcolm Hayes

10 December 2024

Friendly and knowledgeable advice

Gillian Cattell

8 December 2024

Lisa and her team are trustworthy knowledgeable and above all friendly we've been with her since the beginning

Phil Summerfield

7 December 2024

Lisa and her team are simply outstanding. When I was offered a redundancy package I spoke with Lisa who expertly guided me through the extremely complex and, to me, unknown world of pensions and financial planning, taking time to understand my personal circumstances and make me feel confident that my future would be both financially comfortable and secure. Lisa and her team are always available to give sound advice and guidance on all aspects of my financial well-being. I highly recommend Footes to all my friends and family.

Andrew Dennis

28 November 2024

My experience of Footes Financial Planning is that it is professional, useful, comprehensive, friendly and efficient.

John Pearshouse

28 November 2024

Lisa and the team have always been very professional and offered sound advice on my investments.

Paul Robinson

28 November 2024

Lisa and the team have been and still continue to be very professional. They have always helped me with any issues that I've had. As well as providing a professional service they are always friendly and helpful and very informative too.

Chris Cooper

28 November 2024

Lisa gives consistently sound advice and is always contactable.

Charles Baker

27 November 2024

Footes have sorted my finances superbly. An excellent team headed by Lisa. Always there with any queries or worries.

lynda clifton

27 November 2024

Exceptional service with excellent results .

James Preston

30 June 2024

Caring and attentive. Accessible team and highly professional all round.

Nigel Cutler

23 August 2023

We needed to find a recommended SOLLA registered advisor to assist us in the financial planning of our mothers on going residential care fees. Lisa's expertise & knowledge of the financial products associated to this long term care requirement was just what we needed. Taking out a care annuity is a big financial decision, but with Lisa & her teams research into the facts, figures & additional advice associated to this type of product, gave us the confidence we needed to go ahead and purchase one for our mothers residential care requirement. In addition, from the start to the end of the process, communication from Lisa & her team was second to none. From our own experience, would have no hesitation in recommending this company to others.

Sound like you?How can I help my relative who needs to enter care?

Understand your options

Do the right thing

Gain a support system

Ensure they receive the best care possible while leaving a meaningful inheritance for loved ones.

Lisa quickly put me at ease and understood our family circumstances and requirements. Lisa identified our best options and gathered a range of quotes. Once my decision was made, she was a helping hand with setting everything up. I was in very safe hands and not pressurised at all.

Gill

Financial planning that helps you as a family.

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