Focused Financial

With the expert help of James and the team at Focused Financial, my wife and I have been able to advance our retirement by 2 years which is priceless. All through the process they were helpful, supportive and quick to address any questions or concerns that we had. I would recommend them for financial advice.

My wife and I first met with James Etheridge of Focused Financial in 2021 to discuss our retirement plans. In early 2023 he prepared a report with recommendations for us, and following our retirement last summer a significant proportion of our pension and other assets have been placed under management with Focused Financial. Only time will tell how these assets perform during our retirement; however I can say that we have been impressed throughout by the professionalism shown by James and his team, and by the quality and clarity of the reports and recommendations provided. They're also nice people. We are very happy with our choice to work with Focused Financial.

James Etheridge has provided me with excellent service. The level of knowledge and professionalism has been very high throughout. James has taken time to understand my requirements. My various pensions have been consolidated and a comprehensive investment plan been put in place. James took time to explain to the various investment risk profiles available and together we have decided on an outcome which fully reflects my future goals. James is friendly and knowledgeable and operates with a high degree of integrity. I am more than satisfied with the level of service that I have received and look forward to continuing to benefit from James' advice in the future.

I first found James in a listing of recommended retirement financial advisors. I couldn't be happier with the advice I have received - James takes time to ensure the advice he gives completely aligns with your expectations for not just today but reaching decades into the future. My aim was to be completely relaxed about my financial future & James has put into place plans that makes that achievable. Definitely a 5 star from me.

I've been a client of Focused Financial since 2017 when I wanted help to assess whether I had sufficient pension funds to consider retiring early. James took considerable time to understand my financial position as well as my life goals and risk appetite before coming to his recommendations. I subsequently felt confident enough to retire early and I've never looked back since. Throughout the years James and the team have been excellent and they continue to provide me with the highest level of service and advice that I could hope for. I'm very happy to recommend Focused Financial to others.