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Approach

The start of your six step financial planning journey

Step-by-step Planning

There are typically six steps to the financial planning journey you will take with us. We will guide you through step-by-step, answering any questions or concerns you have along the way. We will always be open and transparent about the fees you will pay to us so there will be no hidden surprises at the end of the road.

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Discovery

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Analysis

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Evaluate

 
 
 
 
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Implementation

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Plan

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Research

Contact Us

Footes Financial Planning
Innovation Centre, 1 Devon Way
Longbridge Technology Park, Birmingham, B31 2TS

Tel: 0121 222 5655
Email: enquiry@footes-financialplanning.co.uk