Susie Foottit DipPFS

Director and Wealth Management Adviser

Susie is a Director of Helm Godfrey and a highly experienced wealth manager who plays a pivotal role in setting the direction of the company.

Susie has spent the majority of her working life in financial services and is dedicated to helping individuals and business owners achieve their financial planning goals, ensuring the customer is always at the heart of the process.

Susie undertakes to help clients achieve their aspirations by getting to understand their needs and wants and then identifying the advantages and disadvantages of any given action. An important part of the process is to regularly check to make sure that the financial and lifestyle goals identified are being met.

Outside of financial services, Susie is a great supporter of the British film industry, using her financial acumen to help bring projects to the big screen. Susie recently retired from a 12 year role as vice-chair of the Teenage Cancer Trust. The charity focuses on the needs of teenagers and young adults with cancer and related diseases by providing specialist teenage units in NHS hospitals.

  • Client Testimonials about Susie Foottit DipPFS
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    "I feel in very safe hands working with Susie. The language used in the financial sector can be incredibly complicated and overwhelming, but Susie has the ability to cut through the jargon and provide me with the information and advice I need to help me make an informed decision about my finances. It is important to me that I am set up for a comfortable and secure future and I feel on the right path thanks to Susie”

    JL, a wealth management client

    "Thank you both (Susie and Neil) for your time and patience with me! I am delighted with the fantastic pension performance over the last few months, and really appreciate all your help and advice."

    Mike, a wealth management client

    “I have always been very happy with all the advice and results I have had from Susie Foottit, she is excellent.”

    Diane, a wealth management client

     

    "We first came to know Susie when she took over our account from a previous employee at Helm Godfrey around twenty years ago and from those early days, as time went by; Susie became more and more invaluable to us. Her advice and counselling in financial matters has never faltered and has never been anything but effective and of the utmost help.

    As well as being a thoroughly nice person, she is professional and clearly knows her business and it is entirely thanks to her help in planning and execution that we have achieved our objectives.

    It is our opinion that Susie is deserving of the highest of praise and recognition."

    Kevin and Dawn, wealth management clients

    "Just a quick mail of appreciation for the services Susie has provided me with... I have received clear explanations of available choices for investment and feel that she understood my personal financial situation, along with my risk quotient. Hopefully the investments I made will pay off in the medium to long term...

    A big thank you to Susie!"

    JC, a private wealth management client

  • Read Susie Foottit DipPFS's Blog Posts
  • Feathering your NEST

    Blog  |    |  by Susie Foottit

    Following a government review of pension provisions for employees, it has been decided that more of a ‘stick’ approach (as opposed to just the ‘carrot’ of tax relief) is going to be needed to get more people to make pension provision. The...

    More »

Profile photo of Susie Foottit

020 7220 9103

Fax: 020 7283 7115

Contact Susie

Helm Godfrey
Marlow House
Lloyd's Avenue
London
EC3N 3AA

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