Every client is unique in respect of circumstances, objectives, needs and wants. As a result, it is important that as an advisory firm, we cater to each individual person, business and family.
We pride ourselves on taking the time to understand our clients, thus enabling us to tailor our financial planning and mortgage solutions to match their requirements.
Everything is clearly explained and put into plain English.
We agree, before any charge is incurred, what it is you want and need, what that will cost and how you can pay us. This will enable you to make an informed decision on how you wish to engage with us.
Who we best serve:
- Those who are seeking expert advice and personal service
- Those who want to be helped formulate and maintain a clear financial plan and strategy to make the most of their hard-earned money.
- Those who have little time and/or inclination to manage their financial affairs
- Those who want to be sure that their family and property is protected.
- Those to whom service and a trusted relationship is key.
- Business owners, professionals, entrepreneurs and high flying executives
Our Mortgage Services Commitment document sets out how we can help – and what we can’t do – in this particular area of advice.
Peace of Mind
By having a clear understanding of your personal and financial circumstances, we can work with you to devise a clear strategy and plan to help you achieve your goals. This will help you understand the types of risk you face and allow you to take measured actions that you are comfortable with.
Building a long-term relationship with our clients is key.
We are here to offer advice and guidance – whether you have concerns in times of stock market volatility, questions regarding the ever-changing world of pensions, or need advice about how best to purchase your dream home.
Accessibility to on-going advice is extremely important as you journey through life. We can provide you with the advice and help you need to make the changes to your financial planning and mortgage arrangements as your circumstances dictate.
Careers with FOCUS
As a growing business, we occasionally have vacancies for the right people to join our team. Details of any current positions will be posted here.
However, if you are looking for a new challenge and feel that you have the skills, qualities and attributes that meet the FOCUS ethos, please submit your CV to our Operations Manager – Simon Lunn: firstname.lastname@example.org