What our clients say
I approached Focused Financial to provide advice on the multiple pensions I had been paying into. James quickly helped me realise that I had enough to retire on sooner than I hoped, and he has since helped me to manage my pension pot to see me through my retirement years. Couldn't have done it without him. Thank you James.
I contacted James to see if I could afford to retire from work as soon as possible after I reached 60. James advised that I would be able to draw from one of my work pensions and invest the other pension in a SIPP. I would have had no clue about this without James's help. He made all the arrangements, answering all my questions. I am a very cautious person, but James allayed my fears and I am happy that the investment advice given was right for me. I was able to retire a little earlier than expected without any financial worries.
We have always appreciated our meetings with James. The discussions we have had about our financial future have been detailed and comprehensive and we have been fully involved in all decisions. We are very satisfied with the range of James' knowledge and experience and have full confidence in all his advice.
Thank you James for making sense of my finances and allowing me to feel confident and secure about the future.
We are an independent financial planning firm based in Maidstone, Kent. Our Financial Planner, James Etheridge, has worked in the financial services profession for nearly 20 years.
As Financial Planners, we establish your financial reality and recommend changes that will secure the future you want; giving you the confidence to enjoy life to the full.
We work best with people who are:
• Approaching retirement: Retirement might still be 5-10 years away, but you want to ensure you have the means to secure the future you want.
• At retirement: You’ve worked all your life and are now ready to retire, but want to ensure life after work is a worry-free new chapter.
• Already retired: You want a strategy to ensure you have enough to live and enough to leave behind to your loved ones.
• Divorcing or separating: You’re looking for guidance, a review of your financial situation and a plan to secure the new life that you deserve.
There are many reasons why our clients choose to work with us:
• We are Financial Planners: As Financial Planners, we take a holistic approach to every aspect of your financial life. Using our skills and experience, we will create a bespoke financial plan that is driven by your life goals.
• We are independent: Our obligation is to you, not the product provider. We therefore have the freedom to recommend bespoke solutions from the whole market.
• We are local: Most of the people we work with are based in the Kent area, including Maidstone, Chatham, Rochester and Tonbridge.