Although we don’t have a typical client, we predominantly work with business owners, senior managers and professionals. But we are always happy to see if we can help. What our clients do have in common though is that they all wish to gain a greater understanding of their financial situation and use these resources to make life better.
Some clients have young families and want to ensure that their family is financially secure if the worst were to happen. Others wish to gain a better understanding of their retirement planning and whether they will be able to retire when they want and with the income they require. We also work with clients that have saved for their retirement and now wish to use these funds to provide an income in retirement.
We find that we offer greatest value to clients who fit one of the following profiles,
Business Owners
Senior Managers
Directors
Professionals
Those approaching retirement or at the point of retiring
Household income in excess of £100,000
Individuals with assets of £100,000 (including pension funds) or greater
Next steps
If you would like to know more please contact us on 01622 804504 or info@focusedfinancialplanning.co.uk to arrange an initial meeting at no cost to you and at no obligation.
