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Our Partnerships

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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Client Portal

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.

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We’re here to help whenever you need us

Focus Financial cares about your financial future just as much as you do. Having a plan in place for your financial security helps to significantly minimise risk.

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What Our Customer Say

"I would just like to say a huge thank you. Most mortgage brokers would not be so helpful with dealing with such a small mortgage. You explained things fully, had never-ending patience with all my queries, being quick to respond. I really appreciated it."

Marie
Aberdeen
September 2023