Footes Financial Planning UK Ltd

Who We Are

At Footes Financial Planning, we're a team of dedicated professionals passionate about helping individuals and businesses achieve their financial goals. With over two decades of experience, we've built a reputation for providing personalized, holistic financial planning solutions that cater to our clients' unique needs.

Our Approach

We believe in taking a comprehensive, client-centric approach to financial planning. We start by getting to know each individual or business, understanding their goals, aspirations, and concerns. Our experienced team then works closely with clients to create a personalized plan that addresses their financial aspirations, whether it's saving for retirement, protecting their loved ones, or achieving their long-term goals.

What We Offer

We offer a wide range of financial planning services, including:

• Financial Planning: We help individuals and businesses create a comprehensive financial plan tailored to their unique needs and goals.
• Financial Coaching: Our expert coaches provide one-on-one guidance and support to help clients achieve their financial objectives.
• Investment: We help clients create a diversified investment portfolio designed to achieve their financial goals.
• Retirement Planning: Our experts help individuals and businesses plan for a secure retirement, ensuring a comfortable and enjoyable post-work life.
• Estate Planning: We assist clients in creating a will, trusts, and other estate planning documents to ensure their assets are distributed according to their wishes.
• Long-Term Care Planning: We help clients plan for long-term care needs, ensuring they receive the necessary support and protection.

Our Values

At Footes Financial Planning, we're committed to upholding a set of core values that guide our approach:

• Approachable: We're dedicated to building strong relationships with our clients and colleagues, founded on trust and respect.
• Connection: We strive to establish deep, meaningful connections with our clients and partners.
• Integrity: We pride ourselves on being honest, transparent, and ethical in all our dealings.
• Excellence: We aim to exceed our clients' expectations by delivering exceptional service and advice.
• Dynamic: We're committed to continuous learning and improvement, staying ahead of the curve in the world of financial planning.
• Professional: We adhere to the highest professional standards, ensuring our clients receive the best possible service and guidance.

Our Achievements

We're proud of the recognition we've received for our commitment to excellence. Our team has been recognized in industry publications such as The Times and The Sunday Telegraph, and we've received numerous awards for our outstanding service.