Financial Planning Advice

Our Financial Model

Being a part of planning for the financial future of clients is a huge honour and a responsibility that we do not take lightly. This is why we get to know you and what is important.

We realised we wanted to be independent, to work for the individual, not the corporation and have a service proposition that puts our clients at the centre of our service proposition and not the end. We set up Footprint Financial Planning to help people truly understand their wealth and use it to maximise their enjoyment and lifestyle”. To make that happen, we play three different roles:



Life Planners

The first and most important stage. We’ll spend time getting to know you so we can understand what’s important to you, your attitude towards money, where you are in life right now, and what you want to achieve in the future.

We can’t bring your finances into the consideration until we fully understand your ideal lifestyle and what you’re planning to use them for. That’s why we start with your bigger picture, your values, your goals and all the things that matter the most to you.



Financial Planners

The next stage – and our next role – is turning your bigger picture into a financial plan.

So, how much does your current lifestyle cost? How much will your ideal lifestyle cost in the future? And how much is enough to last the rest of your lifetime?

We’ll use sophisticated financial modelling to find the answers, and from there, we can create a meaningful financial plan. Designed to make your ideal life a reality, we’ll continually review and adapt this plan with you, ensuring it reflects your circumstances and everything you want to achieve.



Independent Financial Advisers

Finally, for that financial plan to come to fruition, you’ll need technical advice that includes investments, tax, risk, pensions, and wills (in conjunction with your solicitor).

We’re experts in all those areas, and, because they’re all connected, we look at every aspect of your personal finances together, making sure they’re aligned to your short, medium and long-term goals.

Short on time or expertise to properly manage your financial position? We’ll be a trusted partner, introducing you to the best options in the marketplace so you can make well-informed decisions on the path to your ideal life.



Our Areas of Specialism

We offer for you an all-round financial planning and advisory service, but we are able to offer you specialist advice in the following areas:

  • Pensions & Retirement Planning
  • Wealth Management
  • Investment Advice
  • Cash Flow Planning
  • Family Protection
  • Later Life Advice
  • Tax and Estate Planning
  • Business Advice

To talk to us about any aspect of your finances, make an appointment with Footprint Financial Planning today.

Tax Planning is not regulated by the Financial Conduct Authority.