Footes Financial Planning UK

Independent Financial Adviser  Innovation Centre, Birmingham, West Midlands, B31 2TS
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FCA authorised
Last authorised 20th September 2021
Clear financial advice from a highly regarded, approachable and knowledgeable adviser, who will always have your best interests at heart.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Estate planning
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Long term care
Meet our advisers
MRS Lisa Footes
Independent Financial Planner
About us

Clear financial advice, designed to realise your future freedom, independence and security, delivered by passionate, professional women within an award winning firm.

From helping you to secure the future success of your business, to ensuring a comfortable retirement right through to your later life years.

Our services

- Lump Sum Investments
- Trustee Investments
- Pensions & Retirement Planning (to include Defined Benefit/Final Salary pensions)
- Long Term Care Fee Planning

Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Advice methods
  • icons
    Face to face

Innovation Centre, 1 Devon Way, Longbridge Technology Park, Birmingham, West Midlands, B31 2TS

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