What our clients say
I contacted James Etheridge at Focused Financial Planning after I had done a good deal of research to find a reputable adviser. My initial meeting with him confirmed that he would be able to provide the kind of service that I needed. I had a relatively small amount of money to invest, and I wanted it invested ethically with quite a long list of companies and countries that I did not want my funds invested in. James had to do a fair amount of research on my behalf but he was consistently patient, and punctual with meeting my requirements.
I had not previously used a financial adviser in the UK, but had a financial adviser linked through my Superannuation scheme in Australia: the person there was highly efficient but had very little 'human touch' and I felt often that she could not understand how illiterate I was in financial matters! I have never felt that with James - although I am probably still as financially ignorant.
I would recommend this company to anyone seeking a personalised approach to their financial management.
James provided our family with lots of financial solutions and the reports he produced for us were highly detailed and provided us with a way forward. I would have no hesitation in recommending James to anyone who needs financial advice and solutions.
Facing retirement and needing to obtain the best annuity deal I decided to seek impartial advice from a financial adviser. I contacted James Etheridge and after our first meeting due to his friendly, professional approach I was happy for him to secure the best deal on my behalf. He kept me informed of all options at every stage and with a full written report I am pleased at the outcome. I would have no hesitation in recommending James Etheridge to anyone seeking financial advice.
As you can see, most financial advisers offer very similar services. Where we differ, is in our ‘approach’. Mine can be summed up as patient, methodical and relaxed. As far as my clients are concerned, being rushed into decisions is not for them. They want to see every I dotted and all the t’s, crossed. Commitment, integrity and thoroughness are qualities they value, which they reciprocate in equal measure. I know that the decision to take financial advice can be a difficult one to reach: perhaps I can make the first steps a little easier for you to take?
...help you do the right thing, at the right time.