Whether you are large-scale business or an individual, financial security relies on a strong blueprint.
Having a guide as you draft the best plan possible and begin your financial journey, ensures your foundation is strong from the get-go. Access to professional guidance and simplified processes so you can avoid common financial mistakes, helping you to reach your goals faster. Along with a friendly team that is always on hand to provide support, no matter what stage of financial planning you are at.
What we offer
Plan your financial future.
Why choose us
Supporting your journey towards financial security.
Focus Financial provides the human touch to financial advice. Our personable approach combined with our many years of industry experience makes your journey towards financial security as simple as having a conversation. We don’t hide behind incomprehensible information, confusing jargon and endless piles of paperwork. Instead, we guide you through an easy process so you can spend time focusing on the things that matter to you.
Taking the time
We believe that everyone deserves to be heard. We offer a friendly, impartial space to discuss your financial circumstances and goals. We don’t rely on shortcuts or quick-fix gimmicks. We promise that your needs will always be dealt with by one of our devoted team members who will listen to your vision and explore the best options available. Our door is always open, guaranteeing that we will try our utmost to help anyone who is serious about their financial future.
To offer local advice
We are in a prime location to serve the North East of Scotland, with centrally located and easily accessible offices in both Aberdeen and Peterhead. As an appointed representative of 2plan wealth management Ltd, you can benefit from the advantages of our nationwide partnership while working with a local company.
That is secure and trusted
We take security very seriously. We respect and value your trust above all else. From the moment you contact us, we take every measure available to guarantee that your personal information and financial data is secure. From stringent reviews of our policies and practices to the implementation of a confidential client portal which allows us to privately communicate with our clients while also giving us the ability to share, sign and submit in a secure format, we work hard to protect your information.
With a duty of care
Focus Financial has a duty of care to everyone we work with. We pride ourselves on building strong relationships with our clients, ensuring every detail is correct and that all communication is open and honest. We believe in being fully transparent when it comes to sharing our processes and are dedicated to making sure that every stage of a client’s journey is clear and easy to understand. We care about delivering a secure financial future.
This is our focus
When it comes to financial advice, there is no such thing as a ‘one size fits all’ solution. We will always listen to what you need and to help you define the goals you want to achieve. We put you first and find a way of working with you that suits your lifestyle. We offer face to face contact whenever possible and in times when it is not, you can be reassured that there is always someone there. There to guide you towards putting a personalised plan in place and remaining by your side every step of the way.
Our personalised one-to-one service means you are guaranteed to receive a bespoke plan to take you towards a financially secure future.
We take the time to understand your needs and work with you to achieve your financial goals. We give you peace of mind and from that confidence to take control of your finances with our tailor-made plans and ongoing support.
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Protected & Secure
We all want the things that we value to be protected and secure; nothing more so than our financial data, personal information and plans for the future.
Focus Financial provides the best security for the things that matter to you, handling all of your sensitive information with care. Access to our secure online client portal not only offers a comprehensive overview of your financial status, but also provides secure messaging, notifications, document sharing and signing.
