Business Details
17 Years
experience
Your Trusted Partner for Financial Planning Solutions
Footes Financial Planning was founded in March 2009 with a mission to provide individuals and business owners with clarity, security, and freedom through tailored financial planning. Our team of professionals combines technical expertise with emotional intelligence to address retirement planning, investment strategies, and wealth management. Recognised through multiple industry awards, we maintain a client-centric approach grounded in integrity and transparency. Our processes are designed to be efficient and thorough, ensuring clients receive solutions aligned with their unique goals. As a certified mindset and financial coach, our director Lisa Footes integrates practical advice with psychological insights to help clients overcome financial barriers.With over 16 years of building trusted relationships, we prioritise long-term client satisfaction and continuous professional development. Our services are regulated by the Financial Conduct Authority, reflecting our commitment to UK financial standards. We operate from modern offices in Birmingham with accessible facilities and flexible meeting options. Our reputation is built on consistent delivery of promises, evidenced by high client recommendation rates. Through ongoing reviews and adaptive strategies, we ensure financial plans remain relevant to evolving client needs.
Services
Retirement Planning
Investment Advice
Inheritance Tax Planning
Wealth Management
Financial Coaching
Details
- Year established: 2009
Highlights and features
- We have 16 years of experience building trusted client relationships
- Award-winning service with multiple industry recognitions
- Tailored financial processes combining technical and emotional expertise
- Certified mindset coaching integrated with financial planning
- 95% client recommendation rate from satisfied customers
Associations and certifications
- Financial Conduct Authority
What people say
Life-changing advice
Confident financial future
Secure and confident
Down-to-earth approach
Fundamental retirement help
Services
Financial Planning
Our comprehensive financial planning service creates custom roadmaps for clients seeking long-term security. We analyse income, assets, and goals to develop actionable strategies that address retirement, investments, and estate planning. By combining market research with personal circumstances, we deliver solutions that adapt to life changes while maintaining regulatory compliance. This service ensures clients maintain control over their financial future through regular reviews and adjustments.
Retirement Advice
Specialised retirement planning focuses on optimising pension provisions and lifestyle funding. We assess current savings, projected needs, and tax implications to create sustainable income strategies. Our approach considers healthcare costs, inheritance goals, and longevity factors. Through cashflow modelling and risk assessment, we help clients achieve confidence in their post-work life plans while ensuring compliance with UK pension regulations.
Investment Management
Our investment management service builds diversified portfolios aligned with risk tolerance and financial objectives. We conduct market analysis and asset allocation to maximise returns while managing volatility. Regular performance reviews ensure ongoing suitability as market conditions change. Clients benefit from transparent reporting and education about their investment choices within the regulatory framework of the Financial Conduct Authority.
Inheritance Tax Planning
This service minimises inheritance tax liabilities through legal exemptions and gifting strategies. We evaluate estate composition, beneficiary needs, and trust structures to preserve wealth across generations. Our approach considers lifetime gifts, charitable donations, and business property relief options while maintaining compliance with HMRC regulations. Regular reviews ensure plans remain effective as tax laws evolve.
Financial Coaching
Combining financial expertise with psychological insights, our coaching service addresses emotional barriers to wealth creation. Certified methodologies help clients develop healthy money habits and decision-making frameworks. This service complements technical financial planning by addressing behavioural aspects that impact long-term financial success through practical exercises and goal-setting techniques.
People
Lisa Footes
Director and Financial Planner
Lisa founded Footes Financial Planning in 2009, bringing technical expertise and emotional intelligence to financial advice. As a certified mindset coach, she helps clients overcome financial barriers through practical strategies. Her approach combines 16 years of industry experience with psychological insights to deliver holistic financial solutions.
Questions
What financial planning services do you offer?
We provide retirement planning, investment management, inheritance tax solutions, and financial coaching, all tailored to individual circumstances through FCA-regulated advice.
Are you regulated financial advisers?
Yes, Footes Financial Planning is authorised and regulated by the Financial Conduct Authority under registration number 692441.
How are your fees structured?
Our fees vary by service complexity and are always agreed in advance with full transparency. We provide detailed cost breakdowns before starting any work.
Do you offer initial consultations?
We provide a free 30-minute connection call and no-obligation initial consultation to determine if we can help with your specific financial needs.
What areas do you cover?
We primarily serve UK clients from our Birmingham office, offering virtual meetings and home visits for specific services like later-life planning.
How do you differ from other advisers?
Our unique approach combines technical financial expertise with mindset coaching, supported by 16 years of client relationships and multiple industry awards.
