Business Details
21 Years
experience
Expert Financial Advisers in Crawley
Established in 2005, Focus Investment Planning operates from Sussex and serves clients across the Home Counties. Our team of experienced consultants specialises in providing independent financial advice tailored to individual and corporate needs. We offer comprehensive guidance on investments, retirement planning, protection strategies, mortgages, equity release, and estate planning. With a commitment to ongoing professional development, our advisers hold relevant qualifications for pension and tax-related matters. We prioritise client-centric solutions, ensuring our recommendations align with each client's unique financial goals and risk tolerance.Our process begins with a free initial consultation to assess your needs, followed by a structured approach to financial planning that includes regular reviews. We maintain authorisation and regulation by the Financial Conduct Authority, adhering to strict professional standards. Our holistic approach considers all aspects of financial life, from wealth management to long-term care planning, ensuring clients achieve financial security and peace of mind.
Services
Wealth Management
Pensions Planning
Family Protection
Mortgage Advice
Equity Release
Later Life Planning
Tax Planning
Wills and Trusts
Probate Services
Business Advice
Details
- Year established: 2005
Highlights and features
- We have over 15 years of experience in independent financial advisory services
- Our team consists of fully qualified advisers with specialist pension qualifications
- We provide holistic financial planning considering all aspects of your financial life
- We offer ongoing professional advice with regular portfolio reviews
- We maintain FCA authorisation and adhere to strict regulatory standards
Associations and certifications
- Financial Conduct Authority
Services
Wealth Management
Our wealth management service provides comprehensive financial planning tailored to individual circumstances. We help clients preserve and grow their assets through diversified investment strategies while considering tax efficiency and long-term goals. Our approach combines risk assessment with ongoing portfolio management to ensure clients maintain financial security throughout their lives.
Pensions Planning
We specialise in pension planning that maximises retirement income while minimising tax liabilities. Our advisers help clients navigate complex pension rules, including drawdown options and annuity purchases. We provide tailored recommendations based on individual retirement goals, current financial status, and risk tolerance to ensure a secure financial future.
Family Protection
Our family protection services ensure financial security for dependants in case of unexpected events. We offer tailored life assurance policies, critical illness cover, and income protection plans. Our advisers help clients select appropriate coverage levels and policy structures to safeguard their family's financial future against unforeseen circumstances.
Equity Release
We provide expert guidance on equity release schemes for clients seeking to access property wealth during retirement. Our advice considers lifetime mortgages and other options while explaining associated risks and benefits. We help clients understand how equity release affects inheritance planning and means-tested benefits.
Wills and Trusts
Our estate planning service helps clients protect assets and ensure their wishes are fulfilled. We advise on creating legally sound wills, establishing trusts, and implementing inheritance tax mitigation strategies. Our approach balances legal requirements with clients' personal circumstances to create effective wealth transfer plans.
People
Paul Connor
Managing Director
Paul Connor has over 25 years' experience in financial services. He specialises in pension and tax planning, holding relevant qualifications for advising on complex financial matters. Paul leads our team in delivering comprehensive financial solutions to individual and corporate clients.
Shaun Melody
Office Manager
Shaun Melody manages daily operations and client communications. With extensive experience in financial administration, he ensures smooth service delivery and maintains our commitment to exceptional client support across all advisory services.
Mark Richardson
Financial Adviser
Mark Richardson provides expert financial advice with particular focus on investment strategies and retirement planning. He holds full qualifications in financial planning and specialises in creating tailored solutions for clients' long-term financial security.
Tom Rogers
Financial Adviser
Tom Rogers specialises in family protection and estate planning. He helps clients safeguard their assets through appropriate insurance products and trust arrangements, ensuring comprehensive financial protection for future generations.
David Roser
Financial Adviser
David Roser focuses on later life financial planning, including equity release and long-term care solutions. He provides expert guidance on accessing property wealth while considering inheritance implications and care funding requirements.
Questions
What financial services do you offer?
We provide wealth management, pensions planning, family protection, mortgage advice, equity release, later life planning, tax planning, wills and trusts, probate services, and business advice.
Are you regulated by the FCA?
Yes, Focus Investment Planning is authorised and regulated by the Financial Conduct Authority with registration number 567842.
Do you offer free initial consultations?
Yes, we provide a free initial consultation to discuss your financial needs and determine whether we can help with your specific requirements.
How do you charge for your services?
Our fees vary by service type - probate services range from £1,500 to £2,500, estate planning costs £300-£600, and inheritance tax planning starts at £200.
What areas do you cover?
We primarily serve clients across the Home Counties from our Crawley office, providing financial advice to both local and national clients.
Can you help with business financial planning?
Yes, we offer corporate financial planning including business protection, employee benefits, directors' pensions, and investment strategies tailored to business owners' needs.
