Focus Investment Planning

Who we are

Focus Investment Planning Ltd was established in 2005 by a team of experienced financial planners with a passion for helping individuals and businesses achieve their financial goals. Based in Copthorne, Sussex, we serve clients across the Home Counties and beyond, providing personalized, independent financial guidance.

Our Vision

Our vision is to empower clients to make informed financial decisions by providing clear, jargon-free guidance and tailored solutions. We believe financial planning is a collaborative process, and we work in partnership with our clients to understand their individual needs and aspirations.

Our Values

• Integrity: We act with honesty and transparency in all our dealings.
• Professionalism: We adhere to the highest ethical standards and maintain the highest qualifications in our field.
• Client Focus: We prioritize client needs and provide personalized solutions tailored to their unique situations.
• Sustainability: We consider the long-term impact of our recommendations and promote ethical investments.

Wealth Management

• Investment planning and portfolio management
• Retirement planning and pension reviews
• Inheritance tax planning and wealth preservation strategies

Pensions & Retirement Investments

• Defined benefit and defined contribution plans
• Pension consolidation and maximization
• Retirement planning for individuals and businesses

Family Protection & Estate Planning

• Life insurance and risk assessment
• Mortgage protection planning
• Will drafting and trust establishment

Later Life Advice

• Care planning and budgeting
• Equity release options
• Retirement planning for later life

Business Advice

• Retirement planning for businesses
• Employee benefits review and implementation
• Business succession planning

Our Process

We understand that every client is unique, so we tailor our approach to meet your specific needs. Our process involves:

1. Discovery: We gather information about your financial situation and goals.

2. Analysis: We assess your financial health and identify potential areas for improvement.

3. Recommendations: We provide clear and concise recommendations to meet your financial goals.

4. Implementation: We guide you through the implementation of your plan, and provide ongoing monitoring and review.

Our Commitment

At Focus Investment Planning Ltd, we are committed to providing our clients with the highest quality financial guidance and building strong, lasting relationships with our clients.