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Sound like you?How can I invest my
money wisely?

Recognise your goals

Before we start to invest your money, it’s crucial to understand your short, medium and long-term goals.

Plan for retirement

Whether you’re 20 or five years away from retiring, investing can help turn your retirement dreams into reality.

Secure your future

Planning for your life goals is where smart investing shines. Let’s team up to grow your wealth and achieve those lifestyle desires.

By clearly understanding investing, you will confidently start building a secure financial future.

Throughout your life, you will have different lifestyle and financial goals that you would like to achieve. Perhaps it’s to build your wealth and achieve financial freedom; maybe it’s to retire in your 50s; or perhaps it’s to leave a lasting legacy and future-proof your family.

Some of these might be achieved through sheer determination, luck or careful planning. However, before you decide to invest your money and build a financial plan, you must understand why you are doing this and what you want to achieve.

"
Lisa provided comprehensive advice on how best to invest an inheritance to provide us with a lifetime income. She listened to what’s important and used her in-depth knowledge to give advice tailored to our needs.

Helen

Warwickshire

We’ll help you confidently grow your wealth over time.

Firstly, we’ll listen to your goals and find out when you want to reach them. Once we’ve painted a clear picture of what you hope to achieve, we’ll guide you through the various investment options. We’ll take the time to explain each choice and help you understand the potential risks and rewards, ensuring you feel confident and empowered in your decisions.

Investing is part of lifelong planning and we’ll be here to keep you on track and make adjustments when necessary.

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

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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

Get in touch now and understand how our work can change your life. You’re in safe hands.

Book a connection call

    Footes Financial Planning UK Ltd. is authorised and regulated by the Financial Conduct Authority. Financial Services Register Number: 692441. Registered office address: Pure Offices, 1 Devon Way, Longbridge Technology Park, B31 2TS. Registered in England & Wales. Company registration number: 7485042.

    The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted to customers in the UK.

    If you wish to register a complaint, please write to us or telephone 0121 222 5655. A summary of our internal complaints handling procedure for the reasonable and prompt handling of complaints is available on request.

    If we are unable to settle your complaint, the Financial Ombudsman Service is available to mediate individual complaints that clients and financial businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit: www.financial-ombudsman.org.uk.

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