Focused Financial
Focused Financial is a financial advising company based in Maidstone, England. They specialize in providing financial planning services to their clients, as well as offering investment opportunities through their investment company. Focused Financial is dedicated to providing top-notch financial services to help their clients achieve their financial goals.
Introduction to Focused Financial
Focused Financial is a financial advising service located in Maidstone, England. The company was founded with the purpose of helping individuals and businesses with their financial planning needs. Focused Financial's unique approach combines expert financial planning with personalized attention to each client's specific goals and needs.Services & Products
Focused Financial offers a range of financial services, including financial planning, investment advice, and retirement planning. Their team of experienced financial planners works with clients to create personalized financial plans that meet their specific needs and goals.Location
Focused Financial is located at 8 Romney Pl, Maidstone ME15 6LE, United Kingdom, in the heart of Maidstone. The area is bustling with a mix of businesses, including shops, restaurants, and cafes. Public transportation options near Focused Financial include the Maidstone East railway station (0.7 miles), the Maidstone West railway station (0.8 miles), and the Maidstone Barracks railway station (1 mile).Benefits
Customers should choose Focused Financial because of the company's personalized approach to financial planning. Focused Financial's team of expert financial planners takes the time to understand each client's unique goals and needs, and creates a customized financial plan that helps them achieve their objectives.Good to Know
Customers should be aware that Focused Financial only offers financial advising services and does not provide any other financial products such as insurance policies or loans. However, clients can rest assured that the financial advice they receive from Focused Financial is unbiased and in their best interest.Reviews
Customers have given Focused Financial positive reviews, praising the company for their knowledgeable and personalized service. Clients appreciate the time and attention that Focused Financial's financial planners dedicate to each client's unique financial planning needs.Amenities
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investment advice -
retirement planning
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tax planning
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insurance services
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budgeting assistance
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credit counseling
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financial planning
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wealth management
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insurance coverage
FAQ
What is your experience and qualifications in providing financial advising services?
At Focused Financial, we have a team of highly qualified financial planners who have extensive experience in providing financial advising services. Our team members hold relevant certifications and licenses, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Registered Investment Advisor (RIA). We keep ourselves updated with the latest industry trends and regulations to provide the best possible advice to our clients.How do you charge for your services and what are the fees?
We believe in being transparent about our fees, and we charge our clients a fee-based on the complexity of their financial situation and the services they require. We offer a complimentary initial consultation to discuss the client's needs and goals, and based on that, we provide a proposal outlining our services and fees. Our fees are competitive and reasonable, and we do not charge any hidden fees or commissions.What is your process for monitoring and adjusting investment portfolios?
We have a disciplined investment process that involves rigorous research and analysis to create a customized investment portfolio for each of our clients. Once we have created the portfolio, we regularly monitor and review it to ensure that it remains aligned with the client's goals and risk tolerance. We also keep ourselves updated with the latest market trends and adjust the portfolio as necessary to optimize the returns while minimizing the risk.Can you provide references or testimonials from satisfied clients?
We take pride in our work, and we have several satisfied clients who have benefited from our services. We would be happy to provide references or testimonials from our clients upon request. You can also check out our website or social media pages to read some of our client reviews and feedback.Can you provide references or testimonials from satisfied clients?
As mentioned earlier, we take pride in our work, and we have several satisfied clients who have benefited from our services. We would be happy to provide references or testimonials from our clients upon request. You can also check out our website or social media pages to read some of our client reviews and feedback.Reviews
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Chris Bryan
James has been supporting us with our financial planning for retirement. He has been incredibly helpful, the procress being followed extremely clear and logical. I would highly recommend Focussed Financial.
26-11-2022
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Andrea Jenkins
Dealing with James and his team is always a positive and helpful experience. My annual review sets my mind at rest that my finances are in good order and that forward planning really does pay dividends. Highly recommended.
26-09-2022
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Diane Smith
Positive: Professionalism, Quality, Responsiveness, Value
26-05-2022
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Ray Neville
We had a few meetings with James both in the office and online due to coronavirus. James and Chris always respond very quickly when we contact them and are very patient with us, we had lots of questions before we signed on the dotted! Due to ill health we wanted expert advice so we could make confident decisions about our future. We felt reassured that we could retire a little earlier and enjoy life. We feel very comfortable in the hands of Focused Financial.
26-05-2021
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David Gibbons
Positive: Professionalism, Quality, Responsiveness, Value
26-05-2021
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Janet Winder
A neighbour recommended Focused Financial as I was unhappy with the service I was receiving from my advisor at the time. I have been very pleased that I engaged James and his team. James took time to get to know me, and to understand my short and longer term goals and he has helped me realise how these are achievable. He is professional, efficient and friendly. I would be happy to recommend him.
26-05-2021
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Steven Fleet
I approached Focused Financial as I neared retirement and wanted a review of my financial position and advice on my pensions. James guided me through the process of accessing my pensions and produced a detailed review of my financial position. His guidance and support in accessing my pension benefits has been invaluable and his review of my financial position through a series of meetings during which he showed as much interest in me as in my finances was very detailed providing clear recommendations for me to consider and has been both informative and reassuring. He also provided insight to other topics that I should think of but had not done so before speaking with him. James has been both accessible and supportive for which I have been grateful and I would be confident in recommending him and Focused Financial to others.
26-05-2021
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Analia Rinland
We were at a point of our life where we were in need of organising, in a different way, our retirement pensions, prepare a new will and also see how our future financial situation would look in a short and a long term future. James were recommended by our very friendly and trustable accountant of more than 30 years. Since we met James, few years ago he has organised our pension, made a will for us, help with many questions we had and gave us every year a real picture of our financial situation for the future. James is somebody who you can trust, rely and feel confident that he is showing you a realistic picture of your situation. We strongly recommend Focused Financial.
26-05-2021
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Christopher MacCabe
I contacted Focused Financial for advice when I inherited some money three years ago. James was very diligent in taking the time to understand my financial circumstances, attitude to risk and my future plans. His knowledge and clear explanations help me navigate the complexities of personal finance to come up with a strategy tailored to my needs . I have regular reviews with James which have proved very useful and would recommend his services to anyone seeking financial advice.
26-05-2021
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Neil Jordan
We have been clients of Focused Financial for the last five or six years. We were initially impressed that what we wanted to achieve with regard to lifestyle, retirement and security was so central to the recommendations that we received. That remains the case today. Regular contact and review of our plans for the future has meant that our financial planning is designed specifically to help us achieve them. We would be very confident in recommending James and Focused.
26-05-2021
