Lisa's reviews
Reviewed for
Insurance and Protection ( 27 )
Mortgages ( 2 )
Pensions ( 83 )
Retirement income (annuities, drawdown) ( 49 )
Auto Enrolment ( 1 )
Investments and Savings ( 99 )
Pension Transfers - Non Specialist ( 16 )
Inheritance Planning ( 17 )
Long Term Care ( 12 )
Pension Transfers - Specialist ( 13 )
Financial Planning ( 23 )
Financial Mentoring ( 2 )
Financial Coaching ( 3 )
( 1 )
Reviewers' assets
£500k+ ( 20 )
£200k - £500k ( 26 )
£100k - £200k ( 16 )
Up to £50k ( 10 )
( 1 )
£50k - 100k ( 6 )
Review
by a verified client in West Midlands
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was approaching retirement and wanted a review of my pension provision to check it was as I understood it to be, to advise on the affordability of my longer term retirement goals and recommend improvements to my current investments.
How has Lisa Footes helped you?
Lisa has provided financial planning support helping me to gather the information I needed to be able to assess my retirement plans, followed by financial advice to improve my pension arrangements and investments so that they better suit my needs.
Have you seen the outcome you were hoping for?
So far yes, everything has been managed smoothly.
Lisa:
Thank you for your feedback Chrissy, it is good to see that you have been happy with the advice provided to help you assess your retirement plans. We hope to continue to advise and support you for many years to come.Review
by a verified client in West Midlands
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
inheritance
How has Lisa Footes helped you?
deciding on the right investments for me according to my risk level and needs
Have you seen the outcome you were hoping for?
investments have done very well this past year, exceeding my expectations
What could they have done better?
nothing
Lisa:
Thank you for taking the time to leave feedback Celia, I am glad to hear that your have been happy with our service and how your investments have done this year. We hope to continue to advise and support you for many years to come.Review
by a verified client in West Midlands
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was approaching retirement and wanted to understand my financial position and to confirm that I was in a position to retire as early as I had hoped.
How has Lisa Footes helped you?
Lisa provided support and plans setting out the future funding of our lifestyle and provided reassurance of the viability of our plans.
Have you seen the outcome you were hoping for?
The investments haven't performed well which is simply down to markets and the timing of us moving them - COVID!!! - but this is outside of Lisa's control and was a global matter.
What could they have done better?
Nothing
Lisa:
I appreciate you taking the time to leave a review Jo, it is good to hear that despite market volatility, which you are aware is part and parcel of investing you would recommend us. All recommendations are appreciated. It has been an absolute pleasure to work with you and we hope to continue working with you for many years ahead.Review
by a verified client in West Midlands
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I retired from full time employment over 10 years ago and I needed help with investing a lump sum
How has Lisa Footes helped you?
Lisa gave me a comprehensive assessment and very helpful advice which I took and I’ve engaged with Lisa ever since.
Have you seen the outcome you were hoping for?
Yes. Lisa provides a full annual review and personal analysis to risk. The investments have improved very satisfactorily and Lisa has suggested various changes over the years which have reduced costs and increased profitability
What could they have done better?
I truly can’t think of any improvements as Lisa and her team are always available and very approachable. The advice I’ve received has been first rate
Lisa:
Thank you for your feedback Eddie, it is good to see that you have been happy with our service and have achieved the outcome you were hoping for. I appreciate that you feel that you would be a passionate advocate for us and should you wish to recommend us to anyone in the future, we can produce an introductory email for you to send to them. We hope to continue to advise and support you for many years to come.Review
by a verified client in Worcestershire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed advice re pensions
How has Lisa Footes helped you?
Gave me the necessary information and advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Lisa:
Thank you for taking the time to leave feedback Ron, I am glad to hear you are happy with our service. We hope to work with you for many years to come.