Focus Financial was started over 15 years ago by our director with the help of one adviser initially. The business reached a pivotal point when it aligned with SBP Accountants & Business Advisers. From there a second adviser was brought on to be trained as a wealth adviser.
The decision was then made to become an appointed representative of 2plan wealth management Ltd, one of the UK’s leading advice firms, to grant our clients the advantage of a larger offering as part of a nationwide partnership combined with the convenience and reassurance of working with a local company.
Every one of our partnership exists to enhance what we can offer our clients. Whether that is working closely with locally trusted accountants, being in a position to take on referrals from solicitors and the legal sector or by representing an established UK firm, that allows access to nationwide financial advice.
2plan wealth management Ltd
We are an appointed representative of 2plan wealth management Ltd, one of the UK’s leading advice firms, which allows us to utilise our local expertise whilst working as part of a nationwide partnership. Through 2plan, our clients have access to our client portal, giving them easy, safe access to their details and documents any time they need.
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SBP Accountants & Business Advisers
We work alongside SBP Accountants & BusinessAdvisers which gives our clients access to their decades of experience,combined with their advanced knowledge of the digital accountancy market andcloud accounting.
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Protected & Secure
We all want the things that we value to be protected and secure; nothing more so than our financial data, personal information and plans for the future.
Focus Financial provides the best security for the things that matter to you, handling all of your sensitive information with care. Access to our secure online client portal not only offers a comprehensive overview of your financial status, but also provides secure messaging, notifications, document sharing and signing.
