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Solutions

Building wealth, protecting you and your loved ones, and planning for the future

Building wealth, protecting you and your loved ones, and planning for the future

Only by recognising and meeting your unique requirements can we have a positive impact on your life and business. This is why Footes Financial Planning provide an extensive range of solutions, plus the ability to tailor these based on your specific goals.

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Financial Planning

Making provision for a secure future, be it for yourself, your loved ones or your business, is one of the most important steps you will ever take. Changes in your circumstances or the effects of inflation will require you to regularly review and act upon your financial situation.


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Financial Coaching

Is it time to maximise your full potential? Lisa Footes, company director and Footes Financial Planning founder is a Mindset and Financial Coach. Lisa believes we can all create the life we want, through the choices we make, by doing the inner work and by taking action.


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Investment

Whether you want to create, maintain or grow your wealth, it is important you have a plan. With constant changes to the economic, political, regulatory and financial environment, it is crucial that your investments are aligned and reviewed.Offering a comprehensive investment proposition around Impact, Ethical and ESG Investments. Helping you to invest inline with your values, make a difference in the World, whilst also benefiting.


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Retirement

Living for another 30 years after work isn’t just a possibility, it’s a probability. Whether retirement is many years away or just around the corner, unless you start planning for retirement now, there is a great danger that you could outlive your savings.Offering a comprehensive investment proposition around Impact, Ethical and ESG Investments. Helping you to invest inline with your values, make a difference in the World, whilst also benefiting.


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Estate Planning

Effective estate planning aims to ensure that the wealth you have accumulated during your lifetime is distributed to the right people, at the right time and as tax-efficiently as possible.


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Long Term Care

With care costs increasing, legislation subject to change and people living longer lives, it is more important than ever to consider a financial plan for long-term care funding.


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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