Personal financial planning should be just that – personal and tailor-made to you.
At FOCUS, we work with our clients to create a clear, bespoke, financial plan, taking into account goals, ambitions, needs and circumstances.
Find out how we can help and support you each step of the way by offering independent financial advice and mortgage solutions.
We believe that the start of a trusted relationship begins by getting to know you and what you are looking for from your financial adviser. We gain an understanding of your financial goals and objectives and where you are now in terms of reaching them.
We explain the different ways in which we can work with you to help you meet these goals, and the costs involved.
By creating a personalised financial plan with you and reviewing this with you on an on-going basis, we can help to make sure you remain on track – and manage any changes that happen along the way.
Whether you are looking to access your retirement benefits, buy your first home, invest for your future or provide financial protection for your family, as independent financial advisers, we are able to provide you with the right advice, solutions and on-going service
Phil Casey provided clear, concise retirement planning advice and excellent service. I would recommend Phil and Focus to anyone.