Footes Financial Planning UK Ltd

📍 Financial advisors in Birmingham

Footes Financial Planning UK Ltd

8.5

Footes Financial Planning UK Ltd. provides a truly professional service. I found them to be incredibly knowledgeable and responsive to my needs, offering clear explanations and guidance. The team demonstrated a genuine commitment to understanding my individual circumstances and developing a suitable plan. Their expertise in pension planning is particularly impressive.

I especially appreciated the patient and approachable manner of the advisors. They fostered a sense of trust and confidence, which is crucial when dealing with important financial matters. Their focus on long-term financial security and delivering tailored solutions makes them a valuable asset for anyone seeking expert advice.

Information about financial advisor in Birmingham - Footes Financial Planning UK Ltd

From the business
  • Identifies as women-owned
Service options
  • Online appointments
  • On-site services
Accessibility
  • Wheelchair-accessible car park
  • Wheelchair-accessible seating
  • Wheelchair-accessible toilet
Amenities
  • Toilet
Crowd
  • LGBTQ+ friendly
Planning
  • Appointment required
  • Appointments recommended
Parking
  • On-site parking

Customer Reviews

★★★★★

Footes Financial Planning UK Ltd has a rating of 4.9 out of 5 based on over 12 reviews on Google

Phil Summerfield

Lisa and her team are simply outstanding. When I was offered a redundancy package I spoke with Lisa who expertly guided me through the extremely complex and, to me, unknown world of pensions and financial planning, taking time to understand my personal circumstances and make me feel confident that my future would be both financially comfortable and secure. Lisa and her team are always available to give sound advice and guidance on all aspects of my financial well-being. I highly recommend Footes to all my friends and family.

Phil Summerfield ☆ 5/5
Paul Robinson

Lisa and the team have been and still continue to be very professional. They have always helped me with any issues that I've had. As well as providing a professional service they are always friendly and helpful and very informative too.

Paul Robinson ☆ 5/5
Nigel Cutler

We needed to find a recommended SOLLA registered advisor to assist us in the financial planning of our mothers on going residential care fees. Lisa's expertise & knowledge of the financial products associated to this long term care requirement was just what we needed. Taking out a care annuity is a big financial decision, but with Lisa & her teams research into the facts, figures & additional advice associated to this type of product, gave us the confidence we needed to go ahead and purchase one for our mothers residential care requirement. In addition, from the start to the end of the process, communication from Lisa & her team was second to none. From our own experience, would have no hesitation in recommending this company to others.

Nigel Cutler ☆ 5/5
Gillian Cattell

Lisa and her team are trustworthy knowledgeable and above all friendly we've been with her since the beginning

Gillian Cattell ☆ 5/5
Charles Baker

Footes have sorted my finances superbly. An excellent team headed by Lisa. Always there with any queries or worries.

Charles Baker ☆ 5/5
John Pearshouse

Lisa and the team have always been very professional and offered sound advice on my investments.

John Pearshouse ☆ 5/5
Chris Cooper

Lisa gives consistently sound advice and is always contactable.

Chris Cooper ☆ 5/5
View all reviews

Information about Footes Financial Planning UK Ltd

Address

Footes Financial Planning UK Ltd is located at Pure Offices, Longbridge Technology Park, 1 Devon Way, Birmingham B31 2TS, United Kingdom

Phone

The phone number of Footes Financial Planning UK Ltd is +44 121 222 5655

Website

The website of Footes Financial Planning UK Ltd is: footes-financialplanning.co.uk

Business Hours

Monday: 09:00–17:00
Tuesday: 09:00–17:00
Wednesday: 09:00–17:00
Thursday: 09:00–17:00
Friday: 09:00–16:00
Saturday: Closed
Sunday: Closed

Contact Footes Financial Planning UK Ltd

    Similar alternatives to Footes Financial Planning UK Ltd

    Go up