About Footner Wealth Management
Footner Wealth Management is led by Tim Footner, a Chartered Financial Planner and Fellow of the Personal Finance Society, serving individuals and businesses in and around Malmesbury and beyond. As a Partner Practice of St. James's Place Wealth Management, Tim combines his personal local service and deep understanding of Malmesbury-area clients with access to the resources, investment expertise, and comprehensive wealth management solutions of one of the UK's leading and most respected wealth management organisations. Tim's Chartered status and Fellowship of the PFS represent the highest professional qualifications in UK financial planning, demonstrating advanced technical expertise and commitment to ongoing professional development.
Tim's role as both fathers (as mentioned in the context of St. James's Place Partners who understand security and foresight) indicates he personally understands the importance of protecting families and planning for future generations – perspective that enhances his ability to connect with client concerns and priorities. St. James's Place Partnership provides Tim's clients access to sophisticated investment solutions, comprehensive financial planning tools, tax-efficient wealth management structures, and ongoing portfolio management that might otherwise only be available through large city-based wealth managers. However, clients benefit from Tim's personal local service, accessibility, and understanding of the specific needs of Malmesbury and southern Cotswolds residents.
As a St. James's Place Partner Practice, Footner Wealth Management advises on the St. James's Place range of wealth management products and services, which provides integrated solutions across investment management, retirement planning, estate planning, and tax-efficient structures. For Malmesbury residents seeking a Chartered Financial Planner with the highest professional qualifications, backed by one of the UK's most established and respected wealth management brands, Footner Wealth Management represents an excellent choice. The combination of Tim's Chartered and Fellowship status, his local presence and understanding of the area, and access to St. James's Place's comprehensive wealth management resources creates a compelling proposition for families and individuals seeking sophisticated financial planning in the southern Cotswolds region.
Fee Structure
Footner Wealth Management operates on a Fee-based basis.
For detailed information about typical financial advisor fees in the Cotswolds, including what you should expect to pay and how to avoid overpaying, read our comprehensive fee guide.
💡 Before Your First Meeting: Always verify FCA registration at register.fca.org.uk and request a clear written fee schedule. A reputable advisor will happily provide both. Read our guide to choosing a financial advisor for more tips.