General enquiries: 01926 468 300 | Sales enquiries: 0800 111 4803

Blog Posts

Being human in a tech world

14 Nov 2019

Attracting new clients is a challenge for many wealth managers. Focus’ Head of Business Development, Peter Dingomal asks: “How can technology make it easier for you?”

Focus Solutions awarded ISO 27001 certification

02 Oct 2019

Focus Solutions has achieved ISO 27001 certification – the international standard for implementing an Information Security Management System (ISMS).

Taking tech to the next level

Oct 2019

Technology should move towards a ‘New World Advice’ model to enable advisers to serve customers better, analyse and manage assets more efficiently and attract new clients.

Steve Andrews: Replacing Practice Management Systems

07 Aug 2019

Upgrading or replacing a practice management system can be a very difficult and time-consuming task, but no business should fall prisoner of their legacy software

Cashing In: How Cashflow Modelling Can Make Advisers More Profitable

31 Jul 2019

Cashflow modelling has become a cornerstone of financial planning for many advisers in recent years. It provides clients with a clear strategy and recommendations to achieve that their ‘happily ever after’ without running out of cash.

“We ask them what it would be like for them if they only had 24 hours to live”

13 Jun 2019

What does a financial life planner do? How is it different from regular financial advice? Financial life planning is a combination life coaching, counselling and financial advice which goes beyond investment and digs deeper into what the client wants to get out of life and how they can achieve their dreams. We spoke to Tina Weeks, the founder of Serenity Financial Planning, to find out more.

“People should find their money exciting and want to be engaged with it”

Jun 2019

Grosvenor Consultancy’s Alice Douglass explains why life as a financial adviser suits her down to the ground and how technological advancements are aiding rather than threatening an industry that continues to evolve.

Simonne Gnessen: “We help people achieve what is most profoundly important to them in their lives.”

Jun 2019

Simonne Gnessen, founder of Wise Monkey Financial Coaching, explains why her company’s three-pronged approach is challenging the traditional financial advice model.

in:focus with Carla Stringer

12 Jun 2019

The people and the stories behind Focus Solutions. Here’s our Executive Support Assistant, Carla.

in:focus with Laura Henderson

Jun 2019

The people and the stories behind Focus Solutions. Here’s our Sales Support Executive Assistant, Laura.

« Previous Page

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may affect your browsing experience.

Necessary

Always Enabled

Necessary cookies are absolutely essential for the website to function properly. These cookies ensure basic functionalities and security features of the website, anonymously.

Cookie	Duration	Description
cookielawinfo-checbox-analytics	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics".
cookielawinfo-checbox-functional	11 months	The cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional".
cookielawinfo-checbox-others	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other.
cookielawinfo-checkbox-necessary	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary".
cookielawinfo-checkbox-performance	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance".
viewed_cookie_policy	11 months	The cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data.

Functional

Functional cookies help to perform certain functionalities like sharing the content of the website on social media platforms, collect feedbacks, and other third-party features.

Performance

Performance cookies are used to understand and analyze the key performance indexes of the website which helps in delivering a better user experience for the visitors.

Analytics

Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc.

Cookie	Duration	Description
Google Analytics Behaviour ID	2 hours	Registers unique ID to the user to generate unique statistic data on how the user behaves on the website.
Google Analytics Custom ID	2 hours	Registers unique ID to the user to generate unique statistic data on how the user behaves on the website.
Google Analytics ID	2 hours	Registers unique ID to the user to generate unique statistic data on how the user behaves on the website.

Advertisement cookies are used to provide visitors with relevant ads and marketing campaigns. These cookies track visitors across websites and collect information to provide customized ads.

Others

Other uncategorized cookies are those that are being analyzed and have not been classified into a category as yet.

anal

Focus Solutions

Omni-channel financial services distribution

Making it work for you

Connecting financial service market sectors

Press releases, blog posts and articles from the archives

Blog Posts

Being human in a tech world

Focus Solutions awarded ISO 27001 certification

Taking tech to the next level

Steve Andrews: Replacing Practice Management Systems

Cashing In: How Cashflow Modelling Can Make Advisers More Profitable

“We ask them what it would be like for them if they only had 24 hours to live”

“People should find their money exciting and want to be engaged with it”

Simonne Gnessen: “We help people achieve what is most profoundly important to them in their lives.”

in:focus with Carla Stringer

in:focus with Laura Henderson