Blog Posts Archive - Focus Solutions

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.

Bury IFA: a now:plan cashflow case study

11 Jun 2019

We speak to Brett Garlick from Bury IFA about how they use now:plan cashflow

Ethos Financial Planners Case Study

15 May 2019

How and why Ethos Financial Planners use now:plan cashflow modelling from Focus Solutions.

“I realised what a privilege it is to be such an integral part of people’s lives”

10 May 2019

Carolyn Gowen of Bloomsbury Wealth reflects on her career as a financial adviser, how the industry has changed and why robots will have a tough task replicating the human touch.

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Press releases, blog posts and articles from the archives

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

Bury IFA: a now:plan cashflow case study

Ethos Financial Planners Case Study

“I realised what a privilege it is to be such an integral part of people’s lives”