Lisa Footes

Lisa Footes

Footes Financial Planning

Minimum savings/pensions: Over £250,000

0330 038 8939
Based in Bromsgrove
View location
Top Rated 2025
Verified since: October, 2011
4.9 out of 5

157 reviews

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 10 June 2025

    Lisa and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 17

    Recent Client Reviews

    Verified reviews: 100%

    Lisa has received 17 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 22 April 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 20

    Qualifications Uploaded

    20 qualification certificates available to view

    Lisa has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Lisa has provided information on their typical fees

    Lisa has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 8

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Lisa

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Lisa (based on 8 first impressions)

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 10 June 2025

    Lisa and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 17

    Recent Client Reviews

    Verified reviews: 100%

    Lisa has received 17 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 22 April 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 20

    Qualifications Uploaded

    20 qualification certificates available to view

    Lisa has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Lisa has provided information on their typical fees

    Lisa has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 8

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Lisa

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Lisa (based on 8 first impressions)

I’m a highly qualified financial planner with more than two decades of experience helping individuals and business owners build wealth and plan for their future. Through lifestyle financial planning, I enjoy helping clients bring their money to life and give it real purpose. While I’ve traditionally worked with clients approaching retirement, I now also work with individuals in the accumulation stage, particularly higher earners looking to make the most of their finances. As a SOLLA-accredited adviser, I support clients at every stage of life, including those well into their 100s. At Footes Financial Planning, we focus on providing clarity, security, and the freedom to enjoy life more. My team and I are committed to delivering a professional, efficient service, always with your best interests in mind. Alongside financial planning, I’m a certified mindset and financial coach. I combine practical financial advice with emotional intelligence to help you overcome barriers and unlock your potential. Together, we’ll develop a solid financial strategy, giving you the confidence to pursue your goals without self-imposed limitations. Whether you’re looking to grow your wealth or plan a secure, fulfilling retirement, I’m here to guide you every step of the way.

Offers available through VouchedFor

Contact Lisa through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Lisa's clients

Based on responses provided by clients who have reviewed this adviser

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Clients' level of financial expertise

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Adviser Disclaimer

Footes Financial Planning UK Ltd is Authorised and Regulated by the Financial Conduct Authority. Financial Services Register Number 692441. Registered Office Address: Pure Offices, 1 Devon Way, Longbridge Technology Park, Longbridge, Birmingham, B31 2TS. Registered in England & Wales, Company Registration Number 7485042.