Sound like you?Will my employer's settlement be enough to support me?

Boost your savings

Make your settlement work for you. This lump sum can help create the financial security you and your family deserve.

Invest in your future

A settlement can set you up for long-term financial freedom, so you want to do things right and have an expert to guide you.

Don’t rush anything

You’re going through some major life changes and you need to make some big decisions. However, it’s important to take your time.

Turn this opportunity into a foundation for a more secure future.

Your settlement is more than just money; – it’s a chance to help you move forward. But now you might be wondering, “What’s the smartest way to use this money?”. It’s natural to feel overwhelmed, but don’t worry. With careful planning, you can turn this settlement into a foundation for a more secure future for you and your family.

We will work together to make choices that support your needs today while setting you up for long-term financial stability and reassuring you that it will be enough to support you.

"
Lisa has provided a reassuring presence as my circumstances have changed over the years. She is very approachable, easily contactable, and has helped me navigate the financial challenges that life has thrown at me.

Alison Glover

Worcestershire

Financial clarity when it matters most.

The Footes team will guide you through every step of managing your settlement and give you the confidence to make informed choices. We won’t push you into making a decision quickly and we’ll navigate complex decisions, from investing to tax implications, ensuring you make the most of this opportunity.

Our expertise is in listening to your goals and concerns, and then we will create a financial plan that aligns with your unique situation.

The Financial Conduct Authority does not regulate will writing and taxation and trust advice.

Words straight from our clients.

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Lisa has been fundamental in helping us plan our retirement.

Darren and Stephanie

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

Stephen Orme

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

Tracey and Rob

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

Tim and Carolyn

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

Angela Drew

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Footes Financial Planning changed my life completely.

Phil Summerfield

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

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

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