Footes Financial Planning UK

Footes Financial Planning UK

Financial-Services

Birmingham, West Mid...
United Kingdom
Company Tagline

Helping You Create the Life You Want | Coaching | Mentoring | Financial Planning | Independent Financial Advice

Industry Category
Financial-Services
Company Description

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.

Key Personnel / Employees
Caitlin Hall Lisa Footes DipPFS

Compare Companies Side by Side

Compare Footes Financial Planning UK with 3 companies in Financial-Services

4 Companies
Comparison Field
Footes Financial Planning UK
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Consequential Planning Limited
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Founded Year
2020 2007 2010
Company Size
2-10 11-50 51-200
City
Birmingham, West Midlands Bewdley, England Preston, Lancashire Farmington, Connecticut
Country
United Kingdom United Kingdom United States
Skills & Keywords Comparing with main company
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
6 Total 6 Unique
Unique Skills:
Cashflow forecasting Cashflow Management Long term care Pension Annuity Pension Income drawdown Protection Advice
5 Total 5 Unique
Unique Skills:
Automatic Enrolment Financial Advice Inheritance Tax Planning Mortgage Advice Protection Advice
8 Total 8 Unique
Unique Skills:
Asset Management Business Owner Planning Business Succession Planning Charitable Gift Planning Executive Benefits Exit Planning +2
4
Total Companies
2007
Oldest Founded
2
Countries
40
Unique Skills

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Alternative Company Names

This company is also known as

Footes Financial Planning UK (English) Footes Financial Planning UK (Chinese) Footes Financial Planning UK (Hindi) Footes Financial Planning UK (Spanish) Footes Financial Planning UK (Arabic) Footes Financial Planning UK (Bengali) Footes Financial Planning UK (French) Footes Financial Planning UK (Russian) Footes Financial Planning UK (Portuguese)