Lifetime Financial Planning & Wealth Management
Mr & Mrs H originally came to FOCUS for some financial advice relating to pension funding requirements for themselves as company directors and also to establish a group pension scheme for their employees.
We continued to work closely with Mr & Mrs H as the company expanded and needs changed, regularly reviewing and taking advantage of opportunities as they presented themselves.
Having successfully sold their company, we were then able to advise Mr & Mrs H on appropriate investment solutions, maximising tax efficiency and need for income, together with access to the pension funds that had been built up.
On an on-going basis, we provide regular reviews, agree and adapt strategies and ensure that the investment solutions in place are relevant and fit for purpose.
Mr & Mrs H are valued clients of FOCUS – and likewise, they value the advice and strategies put in place throughout their financial life-journey.