Retirement
Many of us look forward to our retirement, but uncertain finances can add unnecessary stress when we should be excited about our golden years. We focus on creating a personalised plan that caters to your future needs so that you can make the most of your retirement. We'll be here for you, offering pre- and post-retirement options, making sure you can look forward to a bright future.
The value of investments can fall as well as rise and you may not get back the amount originally invested.
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Investment
There are so many benefits to saving and investing, but taking the leap with your hard-earned money can be daunting. By seeking financial advice, you have already taken a bold first step. We're here to guide and support you through each phase of your savings and investment journey, focusing on giving you the best chance to achieve your financial goals.
The value of investments can fall as well as rise and you may not get back the amount originally invested.
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Mortgages
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.
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Insurance
Nobody wants to think about the worst-case scenario, but it’s always best to be prepared. Through our partnership with an industry leading provider, and supported by our team of experts, we offer you access to a wide range of solutions. We focus on putting strong plans in place to protect you and your business against disruptions to income, aspects of health, loss of life, and general insurance.
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Trusted
Planning your financial future can be a daunting task. With so many options and a high level of risk, it can be overwhelming figuring out where to start. Having someone experienced and trusted on your side makes all the difference. Not only will they help and guide you to the best options, they will also take the time to make sure that you understand why the plan is the best option for you.
Personal
It’s normal to feel under pressure when exploring financial options. In an age of quick-fix solutions and ‘off the shelf’ products, in can be difficult to even begin trying to make decisions due to information overload. At Focus Financial, we care about the details. We are committed to taking the time to get to know what you need and working out a plan to ensure you succeed. We are here to help you find the right choices.
Simple
You want to take control of your finances, but you know developing a plan can be time consuming and you don’t have the time it takes to do it properly. When you think of financial planning, it’s likely a mountain of paperwork and indecipherable jargon immediately springs to mind. It all feels a bit overwhelming. Our team at Focus Financial can help you tackle that paperwork, cutting through the jargon to make the process clear and simple, streamlining the planning process.
Secure
Uncertainty is always stressful. Not knowing what the future holds financially can be a scary. That’s why having a plan in place can provide you with peace of mind, knowing your finances are secure. With our help, you can focus on the good things that do happen rather than worrying about the bad things that might.
Continuity
We are dedicated to making sure your financial future remains secure once your journey begins. Once you have taken those first steps, we make sure your path remains stable, adapting to any potential changes to make sure you reach your goal with confidence, no matter what arises. We take pride in building long-term, trusted relationships that guarantees the consistency and continuity of your financial planning, for you and future generations.
How we do it
We work with our clients to plan their financial future.
We know that one size doesn’t fit all when it comes to financial planning. We take time getting to know each of our clients, allowing us to build trusted relationships. Once this connection has been established, we are able to help guide each client on their personal journey to financial security. Our process reflects our people-focused approach. We are there to make what is traditionally seen as an overwhelming and stressful process as easy as possible for anyone committed to developing financial security.
We start with a detailed conversation. From there, to ensure consistency and continuity, every client works with a dedicated member of our team. Together, priorities are discovered and identified to allow finances to be aligned across both personal and business needs. We then use this information to develop and implement a reliable plan. Once in place, we give our clients peace of mind that they are moving towards the financial future they want, supported by our promise of an ongoing trusted relationship.
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Continuity
Client Portal
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.
