November 2022 by Chris Bryan
James has been supporting us with our financial planning for retirement. He has been incredibly helpful, the procress being followed extremely clear and logical. I would highly recommend Focussed Financial.
October 2022 by Andrea Jenkins
Dealing with James and his team is always a positive and helpful experience. My annual review sets my mind at rest that my finances are in good order and that forward planning really does pay dividends. Highly recommended.
November 2021 by Diane Smith
James has been managing our pensions and finances for some years and has helped us navigate towards retirement in a way that has given us peace of mind . James has given us sound advice regarding investments which have supported us to feel confident in our plans to retire.
September 2021 by Yvonne Filby
I contacted Focused Financial about 5 years ago to see if I could afford to retire early with my pension pots I had accumulated from various employments over about 30 years. James quickly informed me that it would be possible to retire, and advised on the best way to make investments to ensure the best possible yield.I have ongoing annual reviews of my pension pot valuation, and to check on my plans for the future to see if any tweaks are needed to my investments and whether I need to change the way I receive my pension.I now have the best life not having to commute to London, and being able to concentrate on family, hobbies and volunteering at my favourite animal rescue.Thank you so much James; I could not have done it without you.
August 2021 by Analia Rinland
We were at a point of our life where we were in need of organising, in a different way, our retirement pensions, prepare a new will and also see how our future financial situation would look in a short and a long term future.James were recommended by our very friendly and trustable accountant of more than 30 years. Since we met James, few years ago he has organised our pension, made a will for us, help with many questions we had and gave us every year a real picture of our financial situation for the future.James is somebody who you can trust, rely and feel confident that he is showing you a realistic picture of your situation. We strongly recommend Focused Financial.
March 2021 by Peter Sims
I have been using James and Focused Financial now for my financial advice for quite a few years.James has always taken a keen interest in me as person, not just another client and a means of making money. Service has been excellent.A couple of years ago my very elderly mother (100+) needed to make a new will. James was very happy to come out and talk her through it in very simple terms that she could easily understand.Nothing is too much trouble and the advice is first class.No hesitation to recommend them to anyone.
March 2021 by Christopher MacCabe
I contacted Focused Financial for advice when I inherited some money three years 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.
March 2021 by Simon O`Connor
I have known James before he branched out with Focused Financial.He was advising me about my pensions and helped condense my personal pensions all into one pot that has worked better for me.Since Focused Financial, I have dealt with James regarding my Insurance policies for Life, Critical Health and Income Protection as well as my Pensions.He has also helped with my wife's pension and helped advise us how to make our money work harder now, for a better future.I would recommend Focused Financial to anyone as they explain what they are aiming to do. Ensure you are happy with this and there is never any hard sell.
March 2021 by Miranda Stacpoole
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.
March 2021 by Janet Winder
A neighbour recommended Focused Financial as I was unhappy with the service I was receiving from my advisor at the time. I have been very pleased that I engaged James and his team. James took time to get to know me, and to understand my short and longer term goals and he has helped me realise how these are achievable. He is professional, efficient and friendly. I would be happy to recommend him.
March 2021 by Steven Fleet
I approached Focused Financial as I neared retirement and wanted a review of my financial position and advice on my pensions.James guided me through the process of accessing my pensions and produced a detailed review of my financial position. His guidance and support in accessing my pension benefits has been invaluable and his review of my financial position through a series of meetings during which he showed as much interest in me as in my finances was very detailed providing clear recommendations for me to consider and has been both informative and reassuring. He also provided insight to other topics that I should think of but had not done so before speaking with him.James has been both accessible and supportive for which I have been grateful and I would be confident in recommending him and Focused Financial to others.
March 2021 by bryan hogben
When we inherited some money several years ago, we decided to seek financial advice, especially as we were both considering the idea of giving up work either completely or reducing down to part time working.We located Focused Financial and were invited for a no obligation consultation. Right from the start James made us both feel very comfortable and at ease in helping us to realise what our needs might be in our later years.We were pleasantly surprised at how James had worked out a specific plan for us which was easy to understand. We look forward to our yearly meetings with confidence in knowing however our situation may or may not change, James will always be able to advise us to the best of his ability without bias.We do, and would definitely recommend the Company to others.
March 2021 by Lois Pollock
I've known James now for the past 9 years and have relied on him to manage my small financial portfolio. At the beginning I was clear with him about only wanting to invest in green and ethical businesses and James went away and did his homework to find me the right areas for me to invest. He has been singularly helpful over the past 9 years and I have no hesitation in recommending him to other people. He is ethical, straight-forward and good at explaining things to someone who takes little personal interest in stock markets!
March 2021 by Neil Jordan
We have been clients of Focused Financial for the last five or six years. We were initially impressed that what we wanted to achieve with regard to lifestyle, retirement and security was so central to the recommendations that we received.That remains the case today. Regular contact and review of our plans for the future has meant that our financial planning is designed specifically to help us achieve them.We would be very confident in recommending James and Focused.
February 2019 by Paul Simpson BATOD
We approached James at Focused Financial when we needed pension advice. Since then we have been delighted with the service. Through a series of meetings in which James expressed as much interest in us as people as in our finances, have seen that we are in a position to reduce our working hours without affecting our lifestyle. I would warmly recommend him and Focused Financial to any one seeking such advice.
