Case Studies

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.

The Need 

At outset, we provided financial advice on all areas of the company’s insurance and financial planning needs.
The Detail

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.

The Outcome
Mr & Mrs H are valued clients of FOCUS – and likewise, they value the advice and strategies put in place throughout their financial life-journey.