Footes Financial Planning UK Ltd - Birmingham

Address: Pure Offices, Longbridge Technology Park, 1 Devon Way, Birmingham B31 2TS, United Kingdom.
Phone: 1212225655.
Website: footes-financialplanning.co.uk
Specialties: Financial planner, Investment service.
Other points of interest: Identifies as women-owned, Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible seating, Wheelchair-accessible toilet, Toilet, LGBTQ+ friendly, Appointment required, Appointments recommended, On-site parking.
Opinions: This company has 12 reviews on Google My Business.
Average opinion: 4.9/5.

📌 Location of Footes Financial Planning UK Ltd

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

☎️1212225655

⏰ Open Hours of Footes Financial Planning UK Ltd

Monday: 9 am–5 pm
Tuesday: 9 am–5 pm
Wednesday: 9 am–5 pm
Thursday: 9 am–5 pm
Friday: 9 am–4 pm
Saturday: Closed
Sunday: Closed

Footes Financial Planning UK Ltd es una empresa de planificación financiera con sede en Birmingham, Reino Unido. Su dirección es Pure Offices, Longbridge Technology Park, 1 Devon Way, Birmingham B31 2TS, United Kingdom.

Podemos contactarlos por teléfono al 1212225655 o visitar su sitio web en footes-financialplanning.co.uk.

Características y servicios

Los especialistas de Footes Financial Planning UK Ltd ofrecen servicios de planificación financiera y servicios de inversión. Su enfoque se centra en ayudar a los clientes a alcanzar su objetivos financieros de manera segura y sostenible.

Especialidades

Financial planner
Investment service

Otras características

Esta empresa se identifica como una empresa propiedad de mujeres y ofrece citas en línea, servicios en sitio y accesibilidad para personas con discapacidad. Los clientes pueden disfrutar de un estacionamiento y asientos para personas con discapacidad, así como un baño accesible.

Footes Financial Planning UK Ltd también es amigable con la comunidad LGBTQ+ y requiere una cita previa y se recomienda hacerlo.

Los clientes han comentado sobre la excelencia del servicio y la confianza que se sienten con Lisa y su equipo. Han destacado su capacidad para explicar conceptos financieros complejos de manera clara y concisa, y su compromiso con la atención personalizada.

Opciones y recomendaciones

Identifica como empresa propiedad de mujeres
Citas en línea
Servicios en sitio
Accesibilidad para personas con discapacidad
Estacionamiento y asientos para personas con discapacidad
Baño accesible
Amitable con la comunidad LGBTQ+
Cita previa requiere
Se recomienda hacer

Opiniones

Esta empresa tiene 12 reseñas en Google My Business.

La media de las opiniones es de 4.9/5.

👍 Reviews of Footes Financial Planning UK Ltd

Footes Financial Planning UK Ltd - Birmingham

Phil S.

5/5

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.

Paul R.

5/5

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.

Nigel C.

5/5

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.

Gillian C.

5/5

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

Charles B.

5/5

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

John P.

5/5

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

Chris C.

5/5

Lisa gives consistently sound advice and is always contactable.

Andrew D.

4/5

My experience of Footes Financial Planning is that it is professional, useful, comprehensive, friendly and efficient.