Lisa Footes

Footes Financial Planning UK

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Overall

4.9

Advice

5.0

Service

4.9

Value

4.8

From 28 reviews

Lisa's Average Client

Savings
£100-200k
Been a Client For
6 Years
Age
49
  • Advice
    Service
    Value

    5.0

    Lisa has provided an excellent professional service over the last 5 years and has made suitable recommendations based on my financial situation and attitude
    to risk.
    She regularly provides quarterly updates and deals with any queries very quickly.
    Lisa keeps me informed which is appreciated and is very professional. She is highly recommended and most importantly she is reliable and can be trusted.

    What could your adviser do better?
    Lisa should continue to research new products to obtain the best policies in the market place and also continue to make suitable recommendations.

    Alan, West Midlands, Tax Consultant

  • Advice
    Service
    Value

    5.0

    Lisa regularly communicates and keeps me informed on developments. She goes the extra mile to provide excellent service.

    What could your adviser do better?
    Nothing immediately springs to mind. In the time I've known Lisa she has provided an invaluable service and support, which I've found to be second to none.

    Lorna, West Midlands, Director

  • Advice
    Service
    Value

    5.0

    Lisa Footes provides excellent information at a level we understand to enable us to make the best decision on our finances.

    Alfie, West Midlands, Proprietor

  • Advice
    Service
    Value

    4.7

    Lisa and her team have been exceptional to deal with. Since contacting her for the first time, she has been attentive and extremely helpful. She identified our needs and targeted a plan of action very quickly. She is extremely thorough and nothing is too much effort.

    We were given a complete range of options to choose from and a recommendation for each (pensions, life and income protection insurance). Multiple options were provided and detailed reasons were given for the recommended option and why it was better than the alternatives also researched and offered. Lisa also provided us with detailed information about claiming back of tax on contributions to our pension schemes and also transparent advice on why it was better to consolidate all of my various employment-based pensions into a single pot, except for the one final salary scheme I was in.

    Lisa was also completely open about her fees and the sources of revenue resulting from the advice she provided to us. This was done well in advance of our committing to proceed with her services so that if we weren't happy, we would have been able to cease the arrangement with her at no cost other than the previously agreed initial fee for the research work that she had done on our behalf up to that point. At no point were there any nasty shocks or surprises!

    I would unreservedly recommend Lisa and her team. She operates in a very professional and thorough way and we trust that the advice she has given thus far, and will continue to give going forward, will stand us in good stead financially both in the nearer-term future and our retirement.

    What could your adviser do better?
    I can quite honestly say that there is nothing I can suggest. Lisa gets the balance of her communication with us just right. She does not go "dark" for long periods of time nor does she communicate so frequently that it becomes a nuisance. And she is always available via phone or email if we have any questions or concerns.

    Chris, Worcestershire, Principal Technical Consultant

  • Advice
    Service
    Value

    4.3

    Lisa is an advisor who has grown in knowledge during the years we have known her. She is always looking to innovate and ensure that clients are being served by the best advice available. She is a pleasant lady who has good customer care skills and is always just an email away when help is needed.

    What could your adviser do better?
    Sometimes understanding the minutiae of financial planning could be explained better.

    Gillian, West Midlands, Radiographer

  • Advice
    Service
    Value

    5.0

    I have always been impressed with Lisa's high standards, she is extremely professional and is an expert in her field. She always strives to give the best service and it is clear that she always has your best interests at heart.

    What could your adviser do better?
    I am very happy with the service Lisa has continued to provide me with.

    Lesley, Warwickshire

  • Advice
    Service
    Value

    5.0

    Lisa is everything that you wish a professional IFA was. She really cares about her clients and nurtures them through the process until she either finds a solution for them or advises you against change, either way, you can guarantee that she has the client's best interest above all else, every single time. I've made a great friend in the process and highly recommend Lisa for expert advice and great customer service.

    Michelle, West Midlands, Managing Director

  • Advice
    Service
    Value

    4.0

    My adviser is very thorough, keeps me informed of changes, and provides a very comprehensive service which I am very satisfied with. She has a very pleasant manner,and I believe she does very well in all aspects of providing financial services.

    Paul, West Midlands, customer experience officer

  • Advice
    Service
    Value

    5.0

    In my experience, Lisa has always demonstrated and supplied consistent high value services of lasting benefit with expert knowledge in her field. She is proactive with advice and recommendations and shows a keen professional interest in all aspects of her clients’ lifestyles.

    I have no hesitation in recommending Lisa as a financial advisor to anyone.

    Gary, Leicestershire

  • Advice
    Service
    Value

    5.0

    I have known Lisa both personally and professionally for a number of years. It was Lisa's tenacity and passion for financial services that inspired me to join the industry.

    Coupling continuing studies with running a successful business she strives (and delivers) to offer a first class service to her clients.

    Lisa has a great rapport with clients, listening to their wants and needs and then presenting solutions that are both useful and effective. I believe that this is what makes her stand out from the crowd and would highly recommend her services.

    Tammie, West Midlands, Paraplanner

  • Advice
    Service
    Value

    5.0

    Lisa provides a first rate independent financial advice. Nothing is too much trouble and always thoroughly assesses investment and funding alternatives to find the right deal. I have no hesitation in recommending Lisa as a financial advisor.

    What could your adviser do better?
    My wife and I are completely confident with Lisa and would advice her to keep on doing what she is doing!

    Chris Gellion, Derbyshire, Company Director

  • Advice
    Service
    Value

    5.0

    Lisa provided expert advice for my father's financial planning and has continue to advise in a personable and professional manner.

    I have no hesitation in recommending Lisa.

    What could your adviser do better?
    Nothing, I felt comfortable that Lisa provided a comprehensive level of service that met my fathers needs

    Simon, Outside UK, Principle Consultant

  • Advice
    Service
    Value

    5.0

    Lisa was very thorough in what she did and took great care and attention to what you actually wanted. I would certainly highly recommend her as she is very hard working and very friendly someone you can trust.

    Jamie, Worcestershire

  • Advice
    Service
    Value

    5.0

    My partner and I have used Lisa's services on a number of occasions and have always found her to be knowledgeable, informative and alert to our needs.

    She was recommended to us when we moved house over two years ago and she assisted with the financing arrangements. Since then we have dealt with her in relation to other areas and her patient and considerate manner has certainly made things easier for us - especially as I have a habit of forgetting to sign paperwork!

    Duncan, Herefordshire, Solicitor

  • Advice
    Service
    Value

    5.0

    It is with great pleasure that I recommend Lisa to you. She is an excellent advisor that has the ability to understand the specific requirement you have as a client. She is outstanding at what she does and I would have no hesitation in recommending her to anyone.

    Kirsty, West Midlands

  • Advice
    Service
    Value

    5.0

    Having previously invested with another financial investor, a bank; and been totally disappointed, over a number of years what a 'breath of fresh air' Lisa Footes was.
    It was wonderful to know that my money was in safe, intelligent hands. I have accomplished so much with Lisa, initially with very little and now owning my own home.I cannot speak too highly of Lisa-she is conscintious,constantly reviewing and updating your investments.

    What could your adviser do better?
    I don't think Lisa can do more than she is already doing. If there are any changes in legislation or she thinks better results can be had ,then she will inform you straight away.

    Lynn, West Midlands

  • Advice
    Service
    Value

    5.0

    I have had nothing but a positive experience with Lisa, she offers an excellent and professional service, her attention to detail and understanding of our financial requirements allows us to relax and concentrate on our day to day challenges. Lisa also has the ability to explain her recommendations in an easy to digest manner.

    Richard, Warwickshire, Managing Director

  • Advice
    Service
    Value

    5.0

    Lisa is constantly looking after my best interests, over the years I have taken up her services she has helped me with a wide range of financial planning aspects for me personally and for the company. I am always recommending her to friends and other business owners and will continue to do so.

    Bryan, West Midlands, Managing Director

  • Advice
    Service
    Value

    5.0

    Lisa is a friendly and approachable adviser whose details I found on the vouchedfor website. I was in need of savings and investment advice and I was impressed by the way she took a detailed overview of my current situation and my attitude to future risk. At no time did I feel pressured to make a decision, in fact Lisa encouraged me to take as long as I needed to think about the future. She also encouraged me to phone her or to have another face-to-face meeting to clarify any concerns I had. A comprehensive document was produced outlining our discussions and possible solutions which also helped in the decision making process.
    I knew I had difficult decisions to make. Knowing that Lisa is always at the end of the phone and is also monitoring my investments is very reassuring. I have not regretted making that first approach to Lisa!

    What could your adviser do better?
    As of yet I have no complaints!

    Christine, West Midlands

  • Advice
    Service
    Value

    5.0

    Lisa has looked after my finances for the past 7 years, I dont know what I would do without her.

    She is honest, trustworthy and very knowledgeable.

    Cheryl, West Midlands, CRM Manager

  • Advice
    Service
    Value

    5.0

    Absolutely first class advise and understood the exact requirements to meet the game plan.

    Mo, West Midlands, Product Manager - Service

  • Advice
    Service
    Value

    4.7

    I contacted Lisa Footes because she had been personally recommended to me, and I was not disappointed as she has been excellent. She has provided me with detailed financial advice covering all aspects of my personal finances. Lisa has helped me to tactical some difficult financial decisions which I had put off for some time, help me decide a good strategy tailored to my requirements, and undertake the transactions on my behalf. She has very good professional knowledge and explains complex financial problems in a clear and understandable way.

    Robin, Oxfordshire

  • Advice
    Service
    Value

    5.0

    I have always been happy with the service provided. Lisa has been able to identify areas that I needed to address that I wasnt previously aware of and continously reviews and updates as my circumstances have changed.

    Should anything happen to me, I know my daughter will be financial secure and provided for through savings I am investing and setting aside and family insurances taken out.

    Vicky, West Midlands

  • Advice
    Service
    Value

    5.0

    Lisa has been my Adviser for many years now and I have always been very happy with the services she offers. I received a large inheritance for which I needed guidance, I sought advice from a few advisers but decided to take up the services from Lisa at Footes Financial Planning. I found her to be professional and knowledgeable but approachable at the same time. I have very been happy with the returns I have received to date, she continues to advise the best way forward for me through regular contact and reviews. I would and do recommend Lisa to anyone I know who needs any type of financial advice.

    Kerry, West Midlands

  • Advice
    Service
    Value

    5.0

    Lisa has a professional approach to her work and clients. Lisa is very methodical in discussing all aspects of investments and explains in great detail how investments in particular organizations work, the benefits and the reasons why certain institutions are more suitable and appropiate to invest with depending on your own personnal attitude to risk. Lisa is friendly and takes the time to explain simply and very clearly all aspects of investments and very professonal in constantly updating and advising clients what is best for them. I have known Lisa professionally for a few years now and would certainly recommend her to anyone wishing to invest their money.

    Paul, West Midlands, Glass Toughener

  • Advice
    Service
    Value

    4.7

    I like the fact she is constantly reviewing one's investment which was not the case with a previous "adviser" ! Alwatys on hand to respond.

    Arthur, West Midlands, Senior Sales Engineer

  • Advice
    Service
    Value

    5.0

    I have worked with Lisa for the past 2 years. She is always easy to contact and is always friendly, She explains complex finances in a simple way and makes you feel that you can ask her anything. She always looks after your best interests and informs you via telephone regarding any changes. I would vouch for Lisa Footes as providing an excellent service.

    Melissa, West Midlands

  • Advice
    Service
    Value

    5.0

    I would recommend Lisa Footes unconditionally. She is very well aware of my needs and has pointed me in the right direction. Lisa's advice has helped me gain better returns and tax efficient investments.

    Maria Elena, West Mids, Retired

  • First Impressions from VouchedFor users who contacted Lisa

  • Initial Rating


    We have only had our initial meeting with Lisa so far, but she has been thorough and knowledgeable in understanding our priorities and articulating the possible options available to us. We look forward to working with Lisa in the future.

    Chris

      
  • Lisa's Clients

    Savings Average = £100-200k

    Under £20k
    £20-50k
    £50-100k
    £100-200k
    £200-300k
    £500k-1m
  • Clients' Financial Expertise

    Very High
    High
    Average
    Low
  • Age

    Average = 49

    30-40
    40-50
    50-60
    60-70
  • Occupation

    Professional
    Business Owner
    Retired
    Other
  • Time as a Client (Yrs)

    2-3
    3-5
    5-10
    10+


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