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 her clients are always at the core.

Susie helps her clients achieve their aspirations by getting to understand and define their objectives, putting in place a plan and then identifying the advantages and disadvantages of any given action to get the best outcomes possible. An important part of the process is to regularly assess progress to make sure that the financial and lifestyle goals identified are realised.

Susie was named role model of the year at the inaugural Women in Investment awards in 2017, an accolade Susie describes as being the highlight of her career and one which she hopes will inspire other women.

Outside of financial services, following a 12 year role as vice-chair of the Teenage Cancer Trust, Susie was recently made a lifetime Patron for her contribution to the charity. Teenage Cancer Trust focuses on the needs of teenagers and young adults with cancer and related diseases by providing specialist nursing and teenage units in NHS hospitals.

Investment Week Winner: Role Model of the Year

Susie Foottit wins Role Model of the Year
Read the Press Release

Interview Series:  Women In Investment: Face-to-face with Helm Godfrey's Susie Foottit

Watch the video

Investment Week Article:  Women have to get out there if they want to be considered for a senior position

Investment Week cover

Read the article on page 10

  • Client Testimonials about Susie Foottit DipPFS

    "Just want to say a heartfelt thank you from Wendy and I for all your help over last few months.


    Susie and Neil, I appreciated the updates that you sent out and as always for helping with our recent drawdowns.


    I looked at our valuations online this morning for the first time in months. I really wasn’t sure what was going to pop up! Mate I feel like I have my own Alan Howard with you looking after us. I was kind of expecting to see much lower valuations, but to my mind anyways I was delighted to see where both pots are.


    I know you have much bigger fish to fry than us, but really want you all to know we feel blessed to be in such safe hands.


    Hope to see you all later in the year. Thank you all so much.”


    K &W , wealth management clients


    "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 »

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020 7614 1025

Fax: 020 7488 7599

Contact Susie

Helm Godfrey
Marlow House
Lloyd's Avenue

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