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Lizzie Sanders
Operations Support at Footes Financial Planning Uk
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Work Experience
Sep 2020 - Present · 4 years and 3 months
Operations Support
Jun 2023 - Present · 1 years and 6 months
Compliance & Technical Assistant
Sep 2020 - Jun 2023 · 2 years and 9 months
Project Manager
Sep 2017 - Jul 2020 · 2 years and 10 months
Company Details
A strong and well-established firm who offer a range of services to help you get your financial life in order, and to create the life you want through a range of services. Set up by Lisa Footes in March 2009, who has been advising for almost two decades. Footes Financial Planning is a Directly Authorised firm under the FCA (registration 692441). Services include financial coaching, financial planning, and independent financial advice. Specialising in lifestyle and retirement planning with a high level of expertise in investments, pensions, estate planning and funding for care. Featured in several national newspapers over the years due to volume of positive client feedback, along with a long list of awards received to date. We strive to provide a first-class, high-quality, and transparent service at all times, with our client’s best interests being the primary focus of everything we do. Being creators of positive change, we very much support charitable giving including our commitment to the 1% for the Planet membership. Want to find out more on how we can help you? Schedule a call together here https://calendly.com/footes-financialplanning/15min Can’t find a time that suits, or want to drop us an email with questions and queries instead? Send us a message here enquiry@footes-financialplanning.co.uk Want to find out more on our background, team, mission statement, values, awards, FAQs, visit our website below.
Year Founded
2009
Social Media
Linkedin
Industry
Financial Services
HQ Location
Innovation Centre 1 Devon Way Longbridge Technology Park Birmingham, West Midlands B31 2TS, GB
Keywords
Wealth ManagementPension AdviceInvestment AdviceLong Term CareEstate PlanningTax PlanningMoney MindsetFinancial CoachingFunding CarePensions Expert
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