Focused Financial - Maidstone

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Focused Financial: A Trusted Financial Consultancy in Maidstone

Overview: Focused Financial, located at 8 Romney Pl, Maidstone ME15 6LE, United Kingdom, stands out as a leading financial consultancy dedicated to providing personalized advice and solutions for individuals seeking to secure their financial futures. With an impressive 5-star average opinion based on 29 reviews on Google My Business, Focused Financial showcases its commitment to excellence and client satisfaction. The company offers a range of specialized services including financial consulting, online appointments, onsite services, and ensures full wheelchair accessibility for all visitors, making it an inclusive choice for its clientele.

Location and Accessibility: Situated at 8 Romney Pl, Maidstone, Focused Financial is conveniently located for clients in the region. The address provides easy access, and the business prides itself on being wheelchair accessible, featuring a wheelchair accessible entrance, parking lot, and restroom. This attention to detail ensures that all clients, regardless of mobility, can comfortably visit and receive the professional advice they need.

Services Offered: As a financial consultant, Focused Financial specializes in offering tailored financial planning services. Their expertise covers a broad spectrum of financial matters, ensuring clients receive comprehensive guidance. Key services include:
- Personalized financial consulting
- Online appointment scheduling for convenience
- Onsite financial advice sessions
- Strategies for retirement planning
- Investment advice and portfolio management
- Debt consolidation and management
- Tax planning and optimization

Client Experience: The overwhelmingly positive reviews highlight the exceptional service provided by Focused Financial. Clients appreciate the thoroughness with which James, presumably a key advisor, takes the time to understand individual financial goals, ensuring advice aligns perfectly with long-term objectives. The emphasis on creating plans that cater to both present needs and future aspirations is evident in feedback such as: "I couldn't be happier with the advice I have received. James has put into place plans that make achieving my financial goals not just possible, but relaxed and stress-free."

Contact Information: Potential clients can reach out to Focused Financial via phone at 1622804504 or visit their website focusedfinancial.co.uk for more information or to schedule an appointment. The availability of online and onsite services demonstrates the company's commitment to flexibility and accessibility for all clients.

Additional Points of Interest: Beyond their core services, Focused Financial offers convenience with online appointments and ensures that their facilities are fully inclusive, with wheelchair accessible amenities throughout their premises. This holistic approach positions the company as a leader in client-centric financial advisory services.

Quality and Reputation: The high average opinion score reflects the trust and satisfaction clients have in Focused Financial. This positive feedback is a testament to the professionalism, expertise, and care shown by the team. Clients value the transparent, goal-oriented advice that empowers them to make informed financial decisions, securing their well-being for years to come.

Conclusion: Focused Financial stands out as a premier choice for individuals seeking reliable, personalized financial consulting services. With its exceptional client reviews, inclusive facilities, and comprehensive service offerings, the company ensures a smooth and stress-free financial planning experience. Whether you're planning for retirement, looking to optimize your investments, or seeking to manage your debt effectively, Focused Financial provides the expert guidance needed to achieve financial peace of mind.

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👍 Reviews of Focused Financial

Carolyn Q.

5/5

I first found James in a listing of recommended retirement financial advisors. I couldn't be happier with the advice I have received - James takes time to ensure the advice he gives completely aligns with your expectations for not just today but reaching decades into the future. My aim was to be completely relaxed about my financial future & James has put into place plans that makes that achievable. Definitely a 5 star from me.

Maria H.

5/5

It's always reassuring to meet James at our yearly catch-up meeting. His insight and expertise keep us at ease knowing our investments are in good hands. His charts and explanations are all we need to give us peace of mind.

Robert U.

5/5

I've been a client of Focused Financial since 2017 when I wanted help to assess whether I had sufficient pension funds to consider retiring early. James took considerable time to understand my financial position as well as my life goals and risk appetite before coming to his recommendations. I subsequently felt confident enough to retire early and I've never looked back since. Throughout the years James and the team have been excellent and they continue to provide me with the highest level of service and advice that I could hope for. I'm very happy to recommend Focused Financial to others.

Rod

5/5

My wife and I first met with James Etheridge of Focused Financial in 2021 to discuss our retirement plans. In early 2023 he prepared a report with recommendations for us, and following our retirement last summer a significant proportion of our pension and other assets have been placed under management with Focused Financial.
Only time will tell how these assets perform during our retirement; however I can say that we have been impressed throughout by the professionalism shown by James and his team, and by the quality and clarity of the reports and recommendations provided. They're also nice people.
We are very happy with our choice to work with Focused Financial.

Steven F.

5/5

I have been with Focused Financial for 5 years now having originally approached them as I neared retirement.
Having originally guided me through the process of accessing my pensions and produced a detailed review of my financial position James has continued to provide valuable guidance and support through annual review meetings and ad-hoc contact in response to questions or issues that have arisen and continues to have as much interest in me as in my finances.
James provides detailed information and clear recommendations for me to consider and is both informative and reassuring.
In our last annual review meeting process James introduced changes to the investment proposition that Focused Financial will provide to clients in the future, the rationale for which and process changes within were explained in detail and is consistent with his client first outlook.
James is both accessible and supportive and I would be confident in recommending him and Focused Financial to others.

Christopher M.

5/5

I contacted Focused Financial for advice when I inherited some money 7years ago. James was very diligent in taking the time to understand my financial circumstances, attitude to risk and my future plans. His knowledge and clear explanations help me navigate the complexities of personal finance to come up with a strategy tailored to my needs . I have regular reviews with James which have proved very useful and would recommend his services to anyone seeking financial advice.

Peter S.

5/5

James has always been exceedingly helpful and very knowledgable. Recently saved me approximately £50k in tax by his expert knowledge of pensions and the tax system

Miranda S.

5/5

A friend recommended Focused Financial to me when I retired. I found it difficult to understand the different pensions I accrued and the various pots of money that came from inheritance. I felt very unsure of my financial position and James Etheridge has been extremely helpful. He was able to present my financial situation to me in a way that I found easy to grasp. The consultations have been very professional and I feel much better informed about my resources and consequently more confident and relaxed about current spending and the future.
I have recommended James to a neighbour.