Focus Financial Planning Ltd

Independent Financial Adviser Runnymede Malthouse, Malthouse Lane, Egham, Surrey, TW20 9BD
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
10th September 2018
We can advise you on
    • Buy to let
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Remortgage
    • Residential
    • Self employed
    • Ethical investments
    • Investing for income
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Corporate pension
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Buildings and contents
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Small business
    • Long term care
Meet our advisers
Rosalind Robinson
Managing Director
Where to find us

Runnymede Malthouse, Malthouse Lane, Egham, Surrey, TW20 9BD

Contact us
About us

Based in Surrey, Focus Financial Planning offers comprehensive fee based personal financial planning services for its professional clients.

Taking a holistic approach, the planning can be tailored to suit most clients needs whether for individuals or for small businesses.

Our services

We offer advice in all areas and, as well as the more usual pensions, investments, inheritance tax planning we also advise on Equity Release and Care Fees Planning. All information about your finances will be available to you 24/7.

Advice methods
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£125,000

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