Focused Financial - Maidstone

Focused Financial, located at Address: 8 Romney Pl, Maidstone ME15 6LE, United Kingdom, is a reputable financial consulting firm that prioritizes the unique needs of each client. With a focus on long-term financial planning, Focused Financial has established itself as a trusted resource for those seeking to secure their financial future.

Specialties

As a Financial consultant, Focused Financial excels in providing personalized financial advice tailored to each client's individual goals and expectations. Their expertise includes retirement planning, investment strategies, and wealth management, among other financial services.

Contact Information

To get in touch with Focused Financial, you can use the following contact details:

• Phone: 1622804504
• Website: focusedfinancial.co.uk

Accessibility and Amenities

Focused Financial offers onsite services, making it convenient for clients to meet with their financial consultant in person. The location is wheelchair accessible, with a wheelchair accessible entrance, parking lot, and restroom. Additionally, restrooms are available for all clients' convenience.

Client Reviews and Opinions

With 29 reviews on Google My Business, Focused Financial has received an impressive average opinion rating of 5/5. Many clients have praised the firm's dedication to understanding their individual financial needs and providing tailored advice that aligns with their long-term goals. One satisfied client shared:

"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."

Recommendation

With their expertise, personalized approach, and commitment to clients' financial well-being, Focused Financial is an excellent choice for those seeking reliable financial consulting services. We highly recommend visiting their website at focusedfinancial.co.uk to learn more about their offerings and get in touch with their team of professionals.

👍 Reviews of Focused Financial

Carolyn Q.

5/5

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.

Maria H.

5/5

It's always reassuring to meet James at our yearly catch-up meeting. His insight and expertise keep us at ease knowing our investments are in good hands. His charts and explanations are all we need to give us peace of mind.

Robert U.

5/5

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.

Rod

5/5

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.

Steven F.

5/5

I have been with Focused Financial for 5 years now having originally approached them as I neared retirement.
Having originally guided me through the process of accessing my pensions and produced a detailed review of my financial position James has continued to provide valuable guidance and support through annual review meetings and ad-hoc contact in response to questions or issues that have arisen and continues to have as much interest in me as in my finances.
James provides detailed information and clear recommendations for me to consider and is both informative and reassuring.
In our last annual review meeting process James introduced changes to the investment proposition that Focused Financial will provide to clients in the future, the rationale for which and process changes within were explained in detail and is consistent with his client first outlook.
James is both accessible and supportive and I would be confident in recommending him and Focused Financial to others.

Christopher M.

5/5

I contacted Focused Financial for advice when I inherited some money 7years 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.

Peter S.

5/5

James has always been exceedingly helpful and very knowledgable. Recently saved me approximately £50k in tax by his expert knowledge of pensions and the tax system

Miranda S.

5/5

A friend recommended Focused Financial to me when I retired. I found it difficult to understand the different pensions I accrued and the various pots of money that came from inheritance. I felt very unsure of my financial position and James Etheridge has been extremely helpful. He was able to present my financial situation to me in a way that I found easy to grasp. The consultations have been very professional and I feel much better informed about my resources and consequently more confident and relaxed about current spending and the future.
I have recommended James to a neighbour.