Susan Hill: “Attitudes to gender haven’t changed in 30 years.”

07 May 2019

In our latest Women in Finance interview, Susan Hill (Susan Hill Financial Planning) discusses gender inequality, encouraging women to invest and the importance of making her clients’ money work harder.

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‘You need to be human to understand another person’s needs and wants for their financial plan’

26 Apr 2019

Rebecca Lucas, from Lime Outsourced Paraplanning, talks life as a female financial planner, technology and why empathy will always keep the robo-advice revolution at arm’s length.

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OneFamily Case Study

17 Apr 2019

OneFamily has chosen now:advise from Focus Solutions as the software solution behind its innovative new lifetime mortgage advice service, OneFamily Advice.

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The Transformation of Client Engagement

16 Apr 2019

You may have heard reports in the industry about a new private wealth management (PWM) proposition called focus:wealth.

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Jane Hodges: We never move on until the client understands

12 Apr 2019

Jane Hodges, Managing Director of Money Honey Financial Planning, explains why client experience must come first and why her company has taken a tech-first attitude to providing financial advice.

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In-Focus with Pete Weston

Apr 2019

The people and the stories behind Focus Solutions.

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The Women Who Inspire Me

Apr 2019

From former First Lady Michelle Obama to author J.K. Rowling, seven inspirational women in finance, reveal their heroes.

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Bella Caridade-Ferreira: Technology frees people up to focus on things that matter

01 Apr 2019

Bella Caridade-Ferreira discusses her journey from asset manager to the CEO of Fundscape, and what it’s like being a judge on the Professional Adviser Awards’ panel.

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In-Focus with Raj Nayyar

26 Mar 2019

The people and the stories behind Focus Solutions.

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Cathi Harrison: Paraplanning, the future of financial advice and the role of advisers

22 Mar 2019

Cathi Harrison didn’t intend to become a paraplanner, now her company Para-Sols, founded in 2009, is doing everything it can to get graduates into the profession. In our latest ‘Women in Finance’

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