Helping You Create the Life You Want | Coaching | Mentoring | Financial Planning | Independent Financial Advice
Footes Financial Planning UK is a leading firm dedicated to empowering individuals and families to achieve their financial goals and create the life they envision. Based in Birmingham, West Midlands, and with its primary address at Innovation Centre 1 Devon Way, Longbridge Technology Park, Birmingham, West Midlands B31 2TS, GB, the company has established a strong reputation for providing comprehensive and personalized financial solutions. Since its founding in 2009, Footes Financial Planning UK has been committed to delivering exceptional service, focusing on wealth management, pension advice, investment advice, and long-term care planning.
Footes Financial Planning UK distinguishes itself through its holistic approach, incorporating financial coaching and a focus on the 'money mindset' to help clients gain control of their finances and build a secure future. Their experienced team, including Lisa Footes DipPFS and Caitlin Hall, provides expertise in estate planning, tax planning, funding care, and pensions, all while upholding the highest standards of integrity and transparency. This commitment has been recognized through numerous awards and positive client feedback featured in national newspapers.
Footes Financial Planning UK’s mission is to be a trusted advisor, guiding clients through complex financial landscapes and providing tailored strategies to achieve their objectives. The firm actively supports charitable giving, demonstrating a commitment to positive change within the community. Further information regarding the company's background, mission statement, and services can be found on their website. We invite the company’s management to create a customized and exclusive company showcase and product listing on our platform to further expand their reach and impact.
Compare Footes Financial Planning UK with 3 companies in Financial-Services
| Comparison Field |
Footes Financial Planning...Main Company |
Consequential Planni...View Profile |
Astute Wealth Manage...View Profile |
Connecticut Wealth M...View Profile |
|---|---|---|---|---|
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Founded Year
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— | 2020 | 2007 | 2010 |
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Company Size
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— | 2-10 | 11-50 | 51-200 |
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City
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Birmingham, West Midlands | Bewdley, England | Preston, Lancashire | Farmington, Connecticut |
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Country
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United Kingdom | United Kingdom | United States | |
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Skills & Keywords
Comparing with main company
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22 Total Skills
financial planning
wealth management
pension advice
investment advice
estate planning
financial coaching
retirement planning
independent financial advice
financial services
long term care
Wealth Management
Pension Advice
Investment Advice
Long Term Care
Estate Planning
Tax Planning
Money Mindset
Financial Coaching
Funding Care
Pensions Expert
Financial Planning
Trusted Adviser
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6 Total
6 Unique
Unique Skills:
Cashflow forecasting
Cashflow Management
Long term care
Pension Annuity
Pension Income drawdown
Protection Advice
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5 Total
5 Unique
Unique Skills:
Automatic Enrolment
Financial Advice
Inheritance Tax Planning
Mortgage Advice
Protection Advice
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8 Total
8 Unique
Unique Skills:
Asset Management
Business Owner Planning
Business Succession Planning
Charitable Gift Planning
Executive Benefits
Exit Planning
+2
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