Business Details
17 Years
experience
Your Trusted Financial Planning Partner in Birmingham
Footes Financial Planning was founded in March 2009 by Lisa Footes to provide clarity, security, and freedom in financial decision-making. With over 16 years of building trusted client relationships, we combine technical expertise with emotional intelligence to deliver tailored financial strategies. Our multi-award-winning team specialises in retirement planning, inheritance tax mitigation, and life-changing financial coaching. As a SOLLA-qualified adviser and certified mindset coach, Lisa Footes blends practical advice with psychological insights to help clients overcome barriers.Regulated by the Financial Conduct Authority, we maintain transparency through upfront fee structures and a commitment to the whole-of-market approach. Our proven five-stage process ensures comprehensive analysis, personalised solutions, and ongoing plan adjustments. Client testimonials consistently highlight increased confidence in financial futures and appreciation for our warm, down-to-earth approach. We serve individuals and business owners across the UK from our Birmingham base, offering both office and home visit options.
Services
Financial Planning
Retirement Advice
Inheritance Tax Mitigation
Wealth Management
Financial Coaching
Details
- Year established: 2009
Highlights and features
- Award-winning service with 16+ years of client relationships
- SOLLA-qualified adviser with certified financial coaching expertise
- Transparent fee structures with no hidden charges
- Personalised approach combining technical and emotional intelligence
- FCA-regulated with whole-of-market product access
Associations and certifications
- Financial Conduct Authority
What people say
Life-changing impact
Confident financial future
Trusted relationships
Warm advice
Secure planning
Services
Financial Planning
Our comprehensive financial planning service creates tailored roadmaps for achieving life goals through strategic wealth management. We analyse your complete financial picture to develop actionable plans addressing retirement, tax efficiency, and long-term security. With ongoing reviews and adjustments, we ensure your strategy evolves alongside changing circumstances while maintaining FCA-compliant standards.
Retirement Advice
Specialist retirement planning focuses on creating sustainable income streams and optimising pension arrangements. We help clients determine retirement readiness, structure tax-efficient withdrawals, and maintain lifestyle continuity. Our approach combines investment strategy with practical guidance on state pension entitlements and workplace scheme optimisation to ensure financial confidence in later life.
Inheritance Tax Mitigation
Tailored inheritance tax solutions help preserve wealth for future generations through legal tax reduction strategies. We assess estate composition to identify reliefs and exemptions, recommending appropriate vehicles like trusts or charitable giving. Our holistic approach ensures tax efficiency while maintaining liquidity for current lifestyle needs and supporting long-term wealth transfer objectives.
Financial Coaching
Certified financial coaching addresses psychological barriers to wealth creation through behavioural insights and practical tools. We combine technical knowledge with emotional intelligence to improve financial decision-making and build confidence. This service helps clients overcome limiting beliefs while developing sustainable money management habits aligned with personal values and life goals.
Wealth Management
Holistic wealth management optimises investment portfolios across market cycles while addressing broader financial objectives. We implement diversified strategies tailored to risk profiles and liquidity needs, continuously monitoring performance against benchmarks. Our approach integrates tax considerations, estate planning elements, and cashflow management to preserve and grow wealth efficiently.
People
Lisa Footes
Director and Financial Planner
Lisa founded Footes Financial Planning in 2009 after qualifying as a SOLLA financial adviser. With dual certification in financial coaching, she specialises in combining technical expertise with emotional intelligence. Her 16+ years of experience focus on retirement planning and inheritance tax mitigation while maintaining FCA-regulated standards.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning covering retirement strategies, inheritance tax mitigation, wealth management, and financial coaching. Our FCA-regulated services help clients achieve long-term security through personalised strategies tailored to individual goals and circumstances.
Are you regulated financial advisers?
Yes, Footes Financial Planning UK Ltd is authorised and regulated by the Financial Conduct Authority (FCA) under registration number 692441, ensuring we meet strict professional standards for client protection.
How much does financial advice cost?
Our fees vary depending on service complexity. We provide transparent cost estimates before starting work, with no charges without prior agreement. Detailed pricing information appears on our website for complete transparency.
Can you help with retirement planning?
Yes, we specialise in retirement planning, helping clients determine retirement readiness, structure tax-efficient income streams, and maintain lifestyle continuity through comprehensive pension reviews and investment strategies tailored to individual needs.
Do you offer initial consultations?
We provide a free 30-minute connection call and initial consultation without obligation. This can be conducted via video call or at our Birmingham office, giving you the opportunity to discuss your needs before committing to ongoing advice.
How do you differ from other financial advisers?
We combine technical expertise with certified financial coaching, offering holistic solutions that address both practical and psychological aspects of wealth management. Our FCA-regulated, whole-of-market approach ensures unbiased recommendations focused on your best interests.
