Holistic Financial Planning can be life-changing; we can provide you with clarity, security and freedom to enjoy life. At Footes Financial Planning, we understand that seeking financial advice, or handing over the reins of your affairs to someone else, might be a difficult step to take. But by seeking advice from a professional, independent, FCA regulated Adviser, such as ourselves, it really doesn't have to feel that way.
As an established firm, with over a decade of experience, we help business owners and wealthy individuals, right through to their later life years, with their financial matters. We offer a gateway to knowledge and work with you to ensure you are maximising your financial position, both now and in the future.
As an established firm, with over a decade of experience, we help business owners and wealthy individuals, right through to their later life years, with their financial matters. We offer a gateway to knowledge and work with you to ensure you are maximising your financial position, both now and in the future.
Services
We are a strong, established, company of passionate and professional women. We offer a personable service and provide clear advice designed around you. With over a decade of expertise in their field, each member of our team is dedicated to the firm and will always approach their role with your best interests at heart.
We are a financial planning company, providing independent financial planning and advice. Offering a personalised and holistic financial planning service to individuals, we help our clients gain clarity on where they are and help them plan towards their future lifestyle goals. We are a small team of female professionals on hand to provide an efficient and professional service with your best interests at the heart of everything we do.
We were proud to receive an award from 'Vouched for IFA' as the best IFA Firm in the West Midlands for the year 2013. This was based on several factors including the number of client reviews and the quality of feedback given on our service. This was announced officially to the National Press on.
The subject of shareholder agreements came up in a conversation with a professional colleague recently and as many of our clients are in business, we felt this was an important subject to include on the blog.A lot of companies are created between family members and friends based on what starts as a common ideal.
The subject of shareholder agreements came up in a conversation with a professional colleague recently and as many of our clients are in business, we felt this was an important subject to include on the blog.A lot of companies are created between family members and friends based on what starts as a common ideal.
Reviews
Be the first to review Footes Financial Planning.
Write a Review
