Focused Financial Ltd

Independent Financial Adviser  8, Maidstone, Kent, ME15 6LE
First meeting at adviser's own cost
Independent Financial Planners working with people at every stage of retirement, as well as those divorcing or separating.
We can advise you on
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
Response rating
9.0/10
check
FCA authorised
Last authorised 19th October 2020
Meet our advisers
James Etheridge DipFA CertPFS ACSI
Director & Financial Planner

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

This examination assesses a knowledge and understanding of financial protection plans.

This qualification assesses a knowledge and understanding of the financial services industry including: regulation and ethics, personal taxation, investment principles and risk, pensions and retirement planning, financial protection

This exam accesses understanding of the financial services industry including regulation and legislation.

This exam accesses understanding of the financial services industry, and its regulation, products and processes.

This exam accesses understanding of the financial services and their regulation.

This exam accesses understanding of protection, savings and investment products.

This exam accesses understanding of identifying and satisfying client needs.

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.
Mrs F, Strood
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.
Jackie, Chatham
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.
Paul, Rochester
Thank you James for making sense of my finances and allowing me to feel confident and secure about the future.
Ms S, West Malling
About us

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.

Our services

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.

Where to find us
Head office address: 8, Romney Place, Maidstone, Kent, ME15 6LE
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Advice methods
  • icons
    Face to face
Compliance

Focused Financial Ltd is authorised and regulated by the Financial Conduct Authority. Reference number: 631108. Registered in England and Wales No. 09121946

The Financial Ombudsman Service is available to help resolve individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit <url hidden>.

Response rating
9.0/10
check
FCA authorised
Last authorised 19th October 2020

Similar advisers near you

Independent Financial Adviser 0.06 mi
Independent Pension Advice & Retirement Planning. Providing a personal service to our clients is fundamental.
 
Independent Financial Adviser 0.08 mi
Offering; Friendly, Independent Whole of Market advice (unrestricted) from a Female perspective - specialising within Pensions and Investments.
 
Independent Financial Adviser 0.21 mi
A client focused, innovative financial services consultancy with offices in the City of London, Canary Wharf and Royal Tunbridge Wells.
 
Independent Financial Adviser 0.21 mi
Your money is precious, so let us help you make the most of it.